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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Condor Capital Management
New Jersey
$27.2M -$2.61M -18,856 -8%
FWP
52
Falcon Wealth Planning
California
$26.4M +$1.87M +13,490 +7%
JMPWA
53
JP Morgan Private Wealth Advisors
California
$26.2M -$3.06M -22,064 -10%
MMA
54
Miracle Mile Advisors
California
$25.8M -$22.2M -160,099 -45%
SF
55
Summit Financial
New Jersey
$25.7M -$2.59M -18,732 -9%
RJA
56
Raymond James & Associates
Florida
$23.4M -$427K -3,082 -2%
KL
57
KWMG LLC
Kansas
$23.3M +$925K +6,678 +4%
SP
58
Symmetry Partners
Connecticut
$22.5M +$23.8M +172,053 New
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$22M +$16.5M +119,369 +244%
EWA
60
ERTS Wealth Advisors
Michigan
$21.1M +$247K +1,786 +1%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$21M -$1.31M -9,433 -6%
BFA
62
Bragg Financial Advisors
North Carolina
$21M +$468K +3,381 +2%
BIA
63
BHK Investment Advisors
Alabama
$20.5M +$204K +1,474 +1%
PWM
64
Praetorian Wealth Management
California
$20.2M -$1.41M -10,214 -6%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$19.8M -$88.6K -640 -0.4%
SI
66
Stephens Inc
Arkansas
$19M -$754K -5,447 -4%
IWC
67
Integrated Wealth Concepts
Massachusetts
$18.7M -$2.17M -15,692 -10%
TWP
68
Total Wealth Planning
Ohio
$18.6M +$728K +5,259 +4%
BWL
69
Bogart Wealth LLC
Virginia
$18.6M +$347K +2,508 +2%
CAN
70
Cetera Advisor Networks
California
$18.5M +$3.07M +22,135 +19%
WF
71
WoodTrust Financial
Wisconsin
$18.4M -$1.61M -11,602 -8%
CA
72
Capital Advantage
California
$18.2M -$123K -886 -0.6%
William Blair & Company
73
William Blair & Company
Illinois
$18M +$423K +3,054 +2%
NA
74
NewEdge Advisors
Louisiana
$17.7M +$1.17M +8,444 +7%
BPA
75
Beacon Pointe Advisors
California
$17.4M +$9.77M +70,529 +114%