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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$22.3M -$10.7M -78,707 -30%
SF
52
Summit Financial
New Jersey
$21.8M +$603K +4,454 +3%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$21M -$10.1M -74,598 -30%
KL
54
KWMG LLC
Kansas
$18.8M +$611K +4,512 +3%
PWM
55
Praetorian Wealth Management
California
$18.2M +$231K +1,705 +1%
BIA
56
BHK Investment Advisors
Alabama
$18.2M -$1.27M -9,374 -6%
AFS
57
Amtrust Financial Services
New York
$17.9M
HighTower Advisors
58
HighTower Advisors
Illinois
$17.8M -$2.36M -17,468 -11%
BFA
59
Bragg Financial Advisors
North Carolina
$17.4M +$288K +2,125 +2%
WF
60
WoodTrust Financial
Wisconsin
$17.4M +$766K +5,661 +4%
FWP
61
Falcon Wealth Planning
California
$17.2M +$1.99M +14,685 +12%
ML
62
McAdam LLC
Pennsylvania
$17.2M +$1.94M +14,309 +11%
Prudential Financial
63
Prudential Financial
New Jersey
$17.1M -$13.5K -100 -0.1%
CA
64
Capital Advantage
California
$16.4M +$224K +1,654 +1%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$16.2M +$15.6M +115,044 +644%
KAS
66
Kestra Advisory Services
Texas
$16.1M -$1.43M -10,541 -7%
JP Morgan Chase
67
JP Morgan Chase
New York
$16M -$2.41M -17,825 -12%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$15.6M -$228K -1,685 -1%
William Blair & Company
69
William Blair & Company
Illinois
$15.5M +$2.52M +18,639 +17%
TWP
70
Total Wealth Planning
Ohio
$15.2M +$1.71M +12,653 +11%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$15M +$167K +1,237 +1%
Jane Street
72
Jane Street
New York
$14M +$15.6M +114,875 New
WANY
73
Wealthspire Advisors (New York)
New York
$13.7M +$13M +96,132 +597%
SWM
74
Shakespeare Wealth Management
Wisconsin
$13.5M +$265K +1,960 +2%
AF
75
Allworth Financial
California
$13.3M -$432K -3,193 -3%