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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$24.1M +$555K +3,924 +2%
EWA
52
ERTS Wealth Advisors
Michigan
$22.9M -$33.8K -239 -0.1%
ES
53
Eagle Strategies
New York
$22.9M -$583K -4,122 -2%
SF
54
Summit Financial
New Jersey
$22.6M -$2.25M -15,916 -8%
RJA
55
Raymond James & Associates
Florida
$22M -$839K -5,929 -3%
HighTower Advisors
56
HighTower Advisors
Illinois
$21.3M +$7.88M +55,711 +51%
MD
57
Money Design
Japan
$21.3M +$9.37M +66,245 +68%
BIA
58
BHK Investment Advisors
Alabama
$20.5M +$551K +3,895 +3%
KL
59
KWMG LLC
Kansas
$19.4M +$786K +5,553 +4%
JP Morgan Chase
60
JP Morgan Chase
New York
$19.4M +$8.16M +57,678 +63%
PWM
61
Praetorian Wealth Management
California
$19.2M +$398K +2,814 +2%
AFS
62
Amtrust Financial Services
New York
$19M
KAS
63
Kestra Advisory Services
Texas
$18.5M +$1.81M +12,763 +10%
BFA
64
Bragg Financial Advisors
North Carolina
$18.3M -$125K -884 -0.6%
Prudential Financial
65
Prudential Financial
New Jersey
$18.2M +$2.71M +19,131 +16%
WF
66
WoodTrust Financial
Wisconsin
$17.8M +$538K +3,802 +3%
CA
67
Capital Advantage
California
$17.2M +$333K +2,356 +2%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$16.8M +$400K +2,831 +2%
FWP
69
Falcon Wealth Planning
California
$16.4M +$616K +4,352 +4%
ML
70
McAdam LLC
Pennsylvania
$16.4M -$605K -4,276 -3%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$15.8M +$1.06M +7,481 +7%
SCA
72
Spearhead Capital Advisors
Florida
$15.1M -$2.29M -16,183 -12%
AF
73
Allworth Financial
California
$14.6M +$182K +1,289 +1%
TWP
74
Total Wealth Planning
Ohio
$14.6M +$606K +4,285 +4%
SWM
75
Shakespeare Wealth Management
Wisconsin
$14.2M -$185K -1,306 -1%