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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
51
Summit Financial
New Jersey
$29.8M +$1.56M +11,738 +6%
JP Morgan Chase
52
JP Morgan Chase
New York
$28.1M +$6.95M +52,129 +34%
ML
53
McAdam LLC
Pennsylvania
$26.6M +$3.46M +25,959 +16%
FWP
54
Falcon Wealth Planning
California
$26.1M +$1.86M +13,968 +8%
RJA
55
Raymond James & Associates
Florida
$25.1M -$2.23M -16,733 -8%
KL
56
KWMG LLC
Kansas
$23.7M +$1.75M +13,161 +8%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$23.5M -$369K -2,769 -2%
PWM
58
Praetorian Wealth Management
California
$22.7M +$226K +1,699 +1%
EWA
59
ERTS Wealth Advisors
Michigan
$22M +$894K +6,708 +4%
IWC
60
Integrated Wealth Concepts
Massachusetts
$21.9M +$9.79M +73,422 +86%
BFA
61
Bragg Financial Advisors
North Carolina
$21.7M +$1.24M +9,320 +6%
BIA
62
BHK Investment Advisors
Alabama
$21.4M -$308K -2,312 -1%
WF
63
WoodTrust Financial
Wisconsin
$21.1M +$916K +6,868 +5%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$21M -$326K -2,448 -2%
SI
65
Stephens Inc
Arkansas
$20.8M -$953K -7,151 -5%
CA
66
Capital Advantage
California
$19.5M -$201K -1,510 -1%
BWL
67
Bogart Wealth LLC
Virginia
$19.3M +$576K +4,318 +3%
TWP
68
Total Wealth Planning
Ohio
$19M +$935K +7,011 +5%
William Blair & Company
69
William Blair & Company
Illinois
$18.6M -$1.63M -12,204 -8%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$18.2M +$681K +5,109 +4%
Prudential Financial
71
Prudential Financial
New Jersey
$18.1M -$836K -6,274 -5%
SWM
72
Shakespeare Wealth Management
Wisconsin
$17.8M +$1.01M +7,596 +6%
NA
73
NewEdge Advisors
Louisiana
$17.6M +$1.68M +12,604 +11%
AA
74
Aire Advisors
California
$16.9M +$23.3K +175 +0.1%
CAN
75
Cetera Advisor Networks
California
$16.4M +$425K +3,185 +3%