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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$8.79M +$1.55M +20,033 +22%
LNC
27
Lincoln National Corp
Pennsylvania
$8.56M +$8.28M +107,334 New
EWA
28
Exencial Wealth Advisors
Oklahoma
$8.11M -$153K -1,984 -2%
PFA
29
Pure Financial Advisors
California
$5.41M +$170K +2,202 +3%
SEIA
30
Signature Estate & Investment Advisors
California
$5.29M +$706K +9,149 +16%
LI
31
LMCG Investments
Massachusetts
$5.21M -$245K -3,178 -5%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$5.17M -$104K -1,350 -2%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$4.69M +$779K +10,099 +21%
ECM
34
ETrade Capital Management
Virginia
$4.39M +$140K +1,814 +3%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$4.38M +$2.91M +37,764 +221%
AWM
36
Avior Wealth Management
Nebraska
$4.24M +$465K +6,020 New
TNBTD
37
Trustmark National Bank Trust Department
Mississippi
$3.54M
IFS
38
Ifrah Financial Services
Arkansas
$3.54M -$44.7K -579 -1%
SFT
39
Simmons First Trust
Arkansas
$3.49M -$497K -6,441 -13%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$3.29M -$14K -181 -0.4%
ECAM
41
East Coast Asset Management
Massachusetts
$3M -$124K -1,611 -4%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$2.79M +$49.2K +637 +2%
SG Americas Securities
43
SG Americas Securities
New York
$2.61M +$2.52M +32,710 New
IA
44
Ibbotson Associates
Illinois
$2.51M +$828K +10,729 +52%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$2.5M -$42.4K -549 -2%
BFA
46
Bragg Financial Advisors
North Carolina
$2.46M -$150K -1,946 -6%
SFI
47
SPC Financial Inc
Maryland
$2.27M +$32K +415 +1%
QA
48
Quantitative Advantage
Minnesota
$2.2M -$151K -1,952 -7%
AssetMark Inc
49
AssetMark Inc
California
$2.19M -$284K -3,675 -12%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$2.18M -$4.79M -62,039 -69%