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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$440M +$46M +442,642 +12%
Morgan Stanley
2
Morgan Stanley
New York
$280M +$5.48M +52,753 +2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$279M +$2.78M +26,758 +1%
TF
4
TIAA FSB
Florida
$235M +$14.3M +137,507 +7%
Bank of America
5
Bank of America
North Carolina
$224M +$5.96M +57,343 +3%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$188M -$2.26M -21,778 -1%
Wells Fargo
7
Wells Fargo
California
$169M +$5.07M +48,784 +3%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$150M -$2.56M -24,645 -2%
UBS Group
9
UBS Group
Switzerland
$111M -$6.85M -65,949 -6%
Ameriprise
10
Ameriprise
Minnesota
$88.2M +$5M +48,127 +6%
Axa
11
Axa
France
$57.9M -$2.87M -27,600 -5%
Stifel Financial
12
Stifel Financial
Missouri
$53.6M -$1.79M -17,204 -3%
LPL Financial
13
LPL Financial
California
$47.9M -$684K -6,587 -1%
WA
14
Waverly Advisors
Alabama
$47M +$4.71M +45,370 +11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$41.9M -$610K -5,868 -1%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$39.7M +$2.95M +28,378 +8%
Creative Planning
17
Creative Planning
Kansas
$33.4M +$358K +3,441 +1%
MML Investors Services
18
MML Investors Services
Massachusetts
$31.6M +$427K +4,113 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$31.5M +$2.14M +20,566 +7%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$30.6M -$1.07M -10,336 -3%
SE
21
Summit Equities
New Jersey
$30.4M +$1.62M +15,622 +6%
AssetMark Inc
22
AssetMark Inc
California
$30.3M -$10.1M -97,225 -25%
Mackenzie Financial
23
Mackenzie Financial
Ontario, Canada
$28.5M -$3.17M -30,500 -10%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$26.9M +$2.6M +25,003 +11%
CCM
25
Condor Capital Management
New Jersey
$25.2M -$328K -3,159 -1%
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