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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$12.2M -$719K -8,107 -5%
LC
27
Lubar & Co
Wisconsin
$10.8M -$2.97M -33,500 -21%
OAJ
28
Ogorek Anthony Joseph
New York
$10.2M -$50.1K -565 -0.5%
MA
29
MCF Advisors
Kentucky
$10.2M +$155K +1,745 +1%
LNC
30
Lincoln National Corp
Pennsylvania
$9.85M -$1.84M -20,792 -15%
CWM
31
Cranbrook Wealth Management
Michigan
$9.65M +$144K +1,625 +1%
SWM
32
SVA Wealth Management
Wisconsin
$9.59M +$65.2K +735 +0.6%
IA
33
Ibbotson Associates
Illinois
$9.35M -$633K -7,137 -6%
SEIA
34
Signature Estate & Investment Advisors
California
$9.28M +$841K +9,484 +9%
PFA
35
Pure Financial Advisors
California
$8.72M +$1.52M +17,134 +20%
TAT
36
TD Ameritrade Trust
Colorado
$8.7M +$243K +2,737 +3%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$8.68M +$468K +5,278 +5%
GWM
38
Gupta Wealth Management
California
$8.43M +$2.75M +31,000 +44%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$7.85M +$6.26M +70,628 +298%
PAG
40
Private Advisor Group
New Jersey
$7.76M +$2.74M +30,876 +50%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$7.54M +$329K +3,712 +4%
EWA
42
Exencial Wealth Advisors
Oklahoma
$7.49M +$7.98M +89,978 New
AWM
43
Avior Wealth Management
Nebraska
$7.42M +$690K +7,785 +10%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$6.98M +$5.88M +66,334 +344%
LNB
45
Ledyard National Bank
$6.42M -$378K -4,265 -5%
Jane Street
46
Jane Street
New York
$6.23M +$4.2M +47,396 +173%
LI
47
LMCG Investments
Massachusetts
$6.06M -$113K -1,272 -2%
RJA
48
Raymond James & Associates
Florida
$5.97M -$8.43K -95 -0.1%
HC
49
HHG & Company
Connecticut
$5.63M -$49.7K -560 -0.8%
MPWT
50
MassMutual Private Wealth & Trust
Connecticut
$5.31M -$38K -429 -0.7%