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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
51
Falcon Wealth Planning
California
$30.7M -$1.64M -11,137 -5%
HighTower Advisors
52
HighTower Advisors
Illinois
$29.2M +$1.17M +8,001 +4%
KL
53
KWMG LLC
Kansas
$28.3M +$268K +1,822 +1%
Natixis Advisors
54
Natixis Advisors
Massachusetts
$27M +$5.85M +39,831 +30%
EWA
55
ERTS Wealth Advisors
Michigan
$26.1M +$318K +2,165 +1%
BFA
56
Bragg Financial Advisors
North Carolina
$26M +$239K +1,626 +1%
BIA
57
BHK Investment Advisors
Alabama
$25.1M +$6.01M +40,916 +34%
BPA
58
Beacon Pointe Advisors
California
$24.6M -$120K -816 -0.5%
TWP
59
Total Wealth Planning
Ohio
$23.8M +$223K +1,522 +1%
CAN
60
Cetera Advisor Networks
California
$22.4M +$581K +3,960 +3%
NA
61
NewEdge Advisors
Louisiana
$22.3M +$247K +1,684 +1%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$22M -$1.2M -8,194 -5%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$21.5M +$425K +2,894 +2%
SWM
64
Shakespeare Wealth Management
Wisconsin
$21.3M +$301K +2,047 +2%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$21.3M -$6.42M -43,746 -24%
PWM
66
Praetorian Wealth Management
California
$21M +$378K +2,572 +2%
CA
67
Capital Advantage
California
$20.6M -$215K -1,466 -1%
RJA
68
Raymond James & Associates
Florida
$20M -$18.1M -123,229 -49%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$19.9M -$5.95M -40,552 -24%
SI
70
Stephens Inc
Arkansas
$19.5M -$169K -1,150 -0.9%
EI
71
Ellevest Inc
New York
$19.1M +$407K +2,773 +2%
KAS
72
Kestra Advisory Services
Texas
$19.1M +$537K +3,660 +3%
WSFS
73
Wilmington Savings Fund Society
Delaware
$19M +$17.9M +121,654 New
William Blair & Company
74
William Blair & Company
Illinois
$18.9M -$2.39M -16,265 -12%
AA
75
Aire Advisors
California
$18.9M +$48.2K +328 +0.3%