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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
26
Lincoln National Corp
Pennsylvania
$12.5M +$696K +7,710 +6%
GI
27
Gradient Investments
Minnesota
$11.7M +$11.5M +127,655 New
MA
28
MCF Advisors
Kentucky
$11.1M
SWM
29
SVA Wealth Management
Wisconsin
$10.5M -$98.9K -1,095 -1%
CWM
30
Cranbrook Wealth Management
Michigan
$10.5M -$74.3K -823 -0.7%
TAT
31
TD Ameritrade Trust
Colorado
$9.19M -$165K -1,827 -2%
NYLIM
32
New York Life Investment Management
New York
$9.11M +$2.73M +30,259 +44%
EWA
33
Exencial Wealth Advisors
Oklahoma
$8.82M -$272K -3,012 -3%
SEIA
34
Signature Estate & Investment Advisors
California
$8.72M -$375K -4,149 -4%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$8.69M +$3.98M +44,075 +87%
IA
36
Ibbotson Associates
Illinois
$8.44M +$3.34M +36,993 +67%
PFA
37
Pure Financial Advisors
California
$8.11M -$12.7K -141 -0.2%
AWM
38
Avior Wealth Management
Nebraska
$7.14M +$280K +3,103 +4%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$7.09M +$915K +10,132 +15%
LI
40
LMCG Investments
Massachusetts
$6.96M -$268K -2,963 -4%
LNB
41
Ledyard National Bank
$6.86M +$1.36M +15,015 +25%
HC
42
HHG & Company
Connecticut
$6.28M +$106K +1,178 +2%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$6M +$246K +2,723 +4%
SG Americas Securities
44
SG Americas Securities
New York
$5.98M -$442K -4,900 -7%
AIG
45
American International Group
New York
$5.53M +$759K +8,406 +16%
LPT
46
Legacy Private Trust
Wisconsin
$5.31M -$1.75M -19,423 -25%
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$5.31M +$5.22M +57,778 New
ECM
48
ETrade Capital Management
Virginia
$5.1M -$44.8K -496 -0.9%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$4.38M +$276K +3,061 +7%
CB
50
Commerce Bank
Missouri
$4.25M -$805K -8,918 -16%