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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEI
51
Benjamin Edwards Inc
Missouri
$30.2M +$689K +4,352 +2%
KAS
52
Kestra Advisory Services
Texas
$30.2M +$7.11M +44,883 +32%
NA
53
NewEdge Advisors
Louisiana
$30.1M +$4.07M +25,692 +16%
WSFS
54
Wilmington Savings Fund Society
Delaware
$28.2M +$3.24M +20,462 +14%
SWM
55
Shakespeare Wealth Management
Wisconsin
$28.1M +$850K +5,367 +3%
BFA
56
Bragg Financial Advisors
North Carolina
$27.9M +$592K +3,741 +2%
TWP
57
Total Wealth Planning
Ohio
$27.7M +$770K +4,862 +3%
AW
58
Avion Wealth
Texas
$27.6M +$4.26M +26,910 +19%
CSP
59
Cary Street Partners
Virginia
$26.1M +$3.41M +21,507 +13%
BPA
60
Beacon Pointe Advisors
California
$24.5M +$1.92M +12,112 +9%
MFIM
61
Mesirow Financial Investment Management
Illinois
$23.8M +$536K +3,387 +2%
FWP
62
Falcon Wealth Planning
California
$23.6M -$551K -3,477 -2%
BIA
63
BHK Investment Advisors
Alabama
$23.2M +$43.5K +275 +0.2%
GSF
64
Grove Street Fiduciary
New Hampshire
$22.5M -$404K -2,553 -2%
PPW
65
Presilium Private Wealth
Pennsylvania
$22.4M +$1.52M +9,619 +8%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$22.2M +$918K +5,795 +4%
William Blair & Company
67
William Blair & Company
Illinois
$22.2M +$801K +5,061 +4%
AA
68
Aire Advisors
California
$20.5M -$55.6K -351 -0.3%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$20.3M +$9.36M +59,120 +92%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$19.8M -$225K -1,421 -1%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$19.6M +$2.86M +18,046 +18%
SI
72
Stephens Inc
Arkansas
$19.3M -$91.2K -576 -0.5%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$19.1M -$1.14M -7,212 -6%
FAT
74
First American Trust
California
$18.3M +$13.7M +86,625 +349%
P
75
&Partners
Tennessee
$18.2M +$4.94M +31,227 +39%