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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$33.8M +$1.88M +11,029 +6%
BEI
52
Benjamin Edwards Inc
Missouri
$33.1M +$919K +5,401 +3%
SWM
53
Shakespeare Wealth Management
Wisconsin
$30.8M +$964K +5,667 +3%
CCM
54
Condor Capital Management
New Jersey
$30.7M -$2.51M -14,727 -8%
TWP
55
Total Wealth Planning
Ohio
$30.3M +$811K +4,765 +3%
WF
56
WoodTrust Financial
Wisconsin
$30.2M +$29.5M +173,202 New
BFA
57
Bragg Financial Advisors
North Carolina
$29.6M +$8K +47 +0%
CSP
58
Cary Street Partners
Virginia
$29.6M +$1.83M +10,760 +6%
AW
59
Avion Wealth
Texas
$29.2M -$37.8K -222 -0.1%
WSFS
60
Wilmington Savings Fund Society
Delaware
$29.2M -$759K -4,459 -3%
SF
61
Summit Financial
New Jersey
$29M -$10.4M -61,235 -27%
KAS
62
Kestra Advisory Services
Texas
$27.3M -$4.64M -27,245 -15%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$26.5M -$8.46M -49,715 -25%
FWP
64
Falcon Wealth Planning
California
$26.5M +$1.37M +8,076 +6%
MFIM
65
Mesirow Financial Investment Management
Illinois
$25.6M +$315K +1,851 +1%
PPW
66
Presilium Private Wealth
Pennsylvania
$24.8M +$989K +5,813 +4%
BIA
67
BHK Investment Advisors
Alabama
$24.4M -$144K -846 -0.6%
William Blair & Company
68
William Blair & Company
Illinois
$24.1M +$502K +2,948 +2%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$23.5M -$116K -684 -0.5%
GSF
70
Grove Street Fiduciary
New Hampshire
$23.1M -$782K -4,594 -3%
BPA
71
Beacon Pointe Advisors
California
$22.2M -$3.66M -21,498 -14%
AA
72
Aire Advisors
California
$22M +$232K +1,365 +1%
WIA
73
World Investment Advisors
California
$21.2M +$19.4M +113,739 +1,532%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$21M +$36.8K +216 +0.2%
P
75
&Partners
Tennessee
$20.5M +$1.17M +6,894 +6%