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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$14.6M -$727K -8,311 -5%
FC
27
Forte Capital
New York
$14.2M +$14.4M +164,940 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$12.2M -$498K -5,693 -4%
PFA
29
Pure Financial Advisors
California
$11.7M +$2.73M +31,202 +30%
OAJ
30
Ogorek Anthony Joseph
New York
$11.6M +$1.11M +12,647 +10%
LC
31
Lubar & Co
Wisconsin
$11.1M
OBWP
32
O'Brien Wealth Partners
Massachusetts
$11.1M +$11.3M +129,045 New
LNC
33
Lincoln National Corp
Pennsylvania
$10.9M +$697K +7,971 +7%
CWM
34
Cranbrook Wealth Management
Michigan
$10.1M +$179K +2,043 +2%
SWM
35
SVA Wealth Management
Wisconsin
$9.7M -$211K -2,409 -2%
SEIA
36
Signature Estate & Investment Advisors
California
$9.56M -$17.3K -198 -0.2%
GWM
37
Gupta Wealth Management
California
$9.09M +$388K +4,433 +4%
TAT
38
TD Ameritrade Trust
Colorado
$9.06M +$73.1K +836 +0.8%
WDL
39
Well Done LLC
Michigan
$8.9M +$9.06M +103,593 New
Natixis Advisors
40
Natixis Advisors
Massachusetts
$8.77M +$680K +7,772 +8%
MA
41
MCF Advisors
Kentucky
$8.65M -$1.91M -21,896 -18%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$8.42M +$646K +7,394 +8%
LNB
43
Ledyard National Bank
$8.28M +$1.68M +19,250 +25%
SFG
44
Sage Financial Group
Pennsylvania
$8.24M +$6.85M +78,404 +450%
AWM
45
Avior Wealth Management
Nebraska
$8.12M +$471K +5,389 +6%
IA
46
Ibbotson Associates
Illinois
$7.67M -$2.02M -23,069 -21%
MCM
47
Manchester Capital Management
Vermont
$7.53M +$7.55M +86,387 +7,139%
KFA
48
Kays Financial Advisory
Georgia
$7.17M +$6.38M +73,004 +697%
EWA
49
Exencial Wealth Advisors
Oklahoma
$7.1M -$115K -1,319 -1%
PAG
50
Private Advisor Group
New Jersey
$7.06M -$965K -11,036 -12%