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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$23.1M -$1.55M -11,190 -6%
ML
52
McAdam LLC
Pennsylvania
$22.2M +$8.74M +63,010 +61%
PWM
53
Praetorian Wealth Management
California
$21.8M +$611K +4,401 +3%
KL
54
KWMG LLC
Kansas
$21.2M +$469K +3,384 +2%
SI
55
Stephens Inc
Arkansas
$21.1M -$557K -4,012 -2%
BIA
56
BHK Investment Advisors
Alabama
$21.1M +$4.99M +35,948 +30%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$20.6M +$215K +1,549 +1%
EWA
58
ERTS Wealth Advisors
Michigan
$20.5M -$4.72M -34,029 -18%
JP Morgan Chase
59
JP Morgan Chase
New York
$20.3M -$550K -3,965 -3%
BFA
60
Bragg Financial Advisors
North Carolina
$19.8M +$573K +4,130 +3%
William Blair & Company
61
William Blair & Company
Illinois
$19.7M +$79.9K +576 +0.4%
WF
62
WoodTrust Financial
Wisconsin
$19.5M +$483K +3,479 +2%
CA
63
Capital Advantage
California
$18.7M -$172K -1,238 -0.9%
BWL
64
Bogart Wealth LLC
Virginia
$18.1M -$10.1M -72,901 -35%
Prudential Financial
65
Prudential Financial
New Jersey
$18M -$270K -1,947 -1%
TWP
66
Total Wealth Planning
Ohio
$17.4M +$1.3M +9,341 +8%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$17M +$286K +2,063 +2%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$16.5M -$1.27M -9,149 -7%
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$16.5M +$15.5M +111,794 +985%
AA
70
Aire Advisors
California
$16.4M +$773K +5,572 +5%
SWM
71
Shakespeare Wealth Management
Wisconsin
$16.2M +$403K +2,906 +2%
CSPAM
72
Cary Street Partners Asset Management
Virginia
$15.7M +$15M +108,282 +193%
CAN
73
Cetera Advisor Networks
California
$15.5M +$346K +2,494 +2%
KAS
74
Kestra Advisory Services
Texas
$15.4M -$1.61M -11,606 -9%
NA
75
NewEdge Advisors
Louisiana
$15.3M -$701K -5,056 -4%