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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$30.1M +$1.87M +12,309 +7%
KAS
52
Kestra Advisory Services
Texas
$30M +$12.9M +84,715 +69%
CCM
53
Condor Capital Management
New Jersey
$29.7M -$468K -3,082 -2%
SF
54
Summit Financial
New Jersey
$29.5M -$820K -5,406 -3%
KL
55
KWMG LLC
Kansas
$27.6M +$311K +2,050 +1%
SP
56
Symmetry Partners
Connecticut
$26.7M +$26.9M +177,418 New
EWA
57
ERTS Wealth Advisors
Michigan
$25.5M +$290K +1,911 +1%
BFA
58
Bragg Financial Advisors
North Carolina
$25.3M +$176K +1,162 +0.7%
TWP
59
Total Wealth Planning
Ohio
$24.7M +$659K +4,342 +3%
WF
60
WoodTrust Financial
Wisconsin
$24.1M +$24.3M +159,994 New
BIA
61
BHK Investment Advisors
Alabama
$23.4M -$868K -5,720 -4%
SWM
62
Shakespeare Wealth Management
Wisconsin
$23.2M +$2.63M +17,331 +13%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$23M +$15.2M +100,370 +191%
NA
64
NewEdge Advisors
Louisiana
$22.9M +$1.39M +9,166 +6%
BPA
65
Beacon Pointe Advisors
California
$22.4M -$1.38M -9,091 -6%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$21.1M +$341K +2,249 +2%
PWM
67
Praetorian Wealth Management
California
$20.7M +$417K +2,750 +2%
RJA
68
Raymond James & Associates
Florida
$20.4M +$1.08M +7,142 +6%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$19.8M -$1.65M -10,889 -8%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$19.5M +$376K +2,479 +2%
William Blair & Company
71
William Blair & Company
Illinois
$19.3M +$1.03M +6,799 +6%
WSFS
72
Wilmington Savings Fund Society
Delaware
$19.2M +$899K +5,923 +5%
EI
73
Ellevest Inc
New York
$18.9M +$490K +3,231 +3%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$18.9M -$1.69M -11,118 -8%
SI
75
Stephens Inc
Arkansas
$18.6M -$191K -1,261 -1%