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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
51
Marotta Asset Management
Virginia
$40.2M -$1.2M -6,414 -3%
BEI
52
Benjamin Edwards Inc
Missouri
$38.5M +$1.69M +9,028 +5%
KL
53
KWMG LLC
Kansas
$38.2M +$671K +3,590 +2%
NA
54
NewEdge Advisors
Louisiana
$36.6M +$315K +1,686 +0.9%
SF
55
Summit Financial
New Jersey
$35.9M +$4.91M +26,289 +16%
SWM
56
Shakespeare Wealth Management
Wisconsin
$33.4M +$449K +2,405 +1%
BFA
57
Bragg Financial Advisors
North Carolina
$33M +$586K +3,137 +2%
William Blair & Company
58
William Blair & Company
Illinois
$32.7M +$6.98M +37,386 +27%
CCM
59
Condor Capital Management
New Jersey
$31.5M -$360K -1,926 -1%
FAT
60
First American Trust
California
$30.6M +$10.6M +56,677 +52%
KAS
61
Kestra Advisory Services
Texas
$30.3M +$3.21M +17,193 +12%
CSP
62
Cary Street Partners
Virginia
$29.6M +$483K +2,585 +1%
BPA
63
Beacon Pointe Advisors
California
$29.3M +$5.3M +28,389 +22%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$29.2M -$1.17M -6,271 -4%
AW
65
Avion Wealth
Texas
$29.1M -$941K -5,036 -3%
WF
66
WoodTrust Financial
Wisconsin
$28.5M -$3.49M -18,703 -11%
WSFS
67
Wilmington Savings Fund Society
Delaware
$28.4M -$4.35M -23,273 -13%
BIA
68
BHK Investment Advisors
Alabama
$28.2M -$879K -4,703 -3%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$27.5M -$18M -96,521 -39%
MFIM
70
Mesirow Financial Investment Management
Illinois
$27.3M +$9.58M +51,272 +53%
PPW
71
Presilium Private Wealth
Pennsylvania
$27.1M +$223K +1,191 +0.8%
DM
72
Diversified Management
Wisconsin
$26.9M -$21.9K -117 -0.1%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$26.9M -$685K -3,665 -2%
P
74
&Partners
Tennessee
$26.1M +$2.91M +15,591 +12%
WIA
75
World Investment Advisors
California
$25M +$147K +785 +0.6%