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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
$34.7M +$1.14M +7,148 +4%
KAS
52
Kestra Advisory Services
Texas
$33.9M -$796K -5,010 -2%
CCM
53
Condor Capital Management
New Jersey
$33M -$59.3K -373 -0.2%
KL
54
KWMG LLC
Kansas
$30.9M +$105K +660 +0.4%
SF
55
Summit Financial
New Jersey
$29.3M -$3.21M -20,192 -10%
EWA
56
ERTS Wealth Advisors
Michigan
$28.6M +$145K +912 +0.5%
BFA
57
Bragg Financial Advisors
North Carolina
$28.5M +$275K +1,732 +1%
WF
58
WoodTrust Financial
Wisconsin
$27.9M +$1.03M +6,458 +4%
SWM
59
Shakespeare Wealth Management
Wisconsin
$27.9M +$1.89M +11,900 +8%
FWP
60
Falcon Wealth Planning
California
$27.4M -$6.24M -39,279 -19%
TWP
61
Total Wealth Planning
Ohio
$26.7M +$384K +2,417 +2%
NA
62
NewEdge Advisors
Louisiana
$26.3M +$724K +4,557 +3%
BIA
63
BHK Investment Advisors
Alabama
$25.9M -$182K -1,144 -0.7%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$25.2M +$3.89M +24,445 +19%
BEI
65
Benjamin Edwards Inc
Missouri
$25M +$23.6M +148,341 +16,265%
RJA
66
Raymond James & Associates
Florida
$24.8M +$1.98M +12,471 +9%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$24.3M -$1.31M -8,262 -5%
BPA
68
Beacon Pointe Advisors
California
$24.1M -$818K -5,143 -3%
PWM
69
Praetorian Wealth Management
California
$22.8M -$239K -1,504 -1%
WSFS
70
Wilmington Savings Fund Society
Delaware
$22.3M +$890K +5,598 +4%
EI
71
Ellevest Inc
New York
$21.4M +$319K +2,007 +2%
William Blair & Company
72
William Blair & Company
Illinois
$21.3M -$190K -1,196 -0.9%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$20.8M -$940K -5,912 -5%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$20.4M -$1.34M -8,418 -6%
AA
75
Aire Advisors
California
$20.1M -$301K -1,894 -2%