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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$27.5M -$1.83M -13,632 -6%
KF
52
Krilogy Financial
Missouri
$27M -$2.04M -15,219 -7%
EWA
53
ERTS Wealth Advisors
Michigan
$25.2M +$382K +2,848 +2%
PAG
54
Private Advisor Group
New Jersey
$25M +$8.39M +62,560 +34%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$24.8M +$1.48M +11,060 +6%
SI
56
Stephens Inc
Arkansas
$21.8M +$12.4M +92,431 +134%
FWP
57
Falcon Wealth Planning
California
$21.5M +$2.33M +17,386 +12%
ES
58
Eagle Strategies
New York
$21.4M +$21.2M +158,296 New
PWM
59
Praetorian Wealth Management
California
$21.4M +$1.12M +8,342 +6%
JP Morgan Chase
60
JP Morgan Chase
New York
$21M +$3.15M +23,498 +18%
KL
61
KWMG LLC
Kansas
$21M +$91.4K +681 +0.4%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$20.6M +$3.25M +24,258 +19%
William Blair & Company
63
William Blair & Company
Illinois
$19.8M +$2.54M +18,920 +15%
BFA
64
Bragg Financial Advisors
North Carolina
$19.4M +$21.1K +157 +0.1%
CA
65
Capital Advantage
California
$19.3M +$1.05M +7,860 +6%
WF
66
WoodTrust Financial
Wisconsin
$19.2M -$135K -1,006 -0.7%
Prudential Financial
67
Prudential Financial
New Jersey
$18.8M -$95.8K -714 -0.5%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$17.9M -$44K -328 -0.2%
HighTower Advisors
69
HighTower Advisors
Illinois
$17.3M -$2.51M -18,745 -13%
KAS
70
Kestra Advisory Services
Texas
$17.1M -$812K -6,053 -5%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$16.8M +$186K +1,383 +1%
BIA
72
BHK Investment Advisors
Alabama
$16.4M -$3.74M -27,904 -19%
TWP
73
Total Wealth Planning
Ohio
$16.3M -$578K -4,308 -3%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$16.3M +$2.39M +17,831 +17%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$16.1M +$9.49M +70,740 +145%