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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 -$129K -1,585 -0.9%
Ameriprise
27
Ameriprise
Minnesota
$14.5M +$9.35M +114,689 +218%
GWM
28
Gupta Wealth Management
California
$12M +$2.62M +32,116 +30%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$11.6M -$628K -7,703 -5%
LNC
30
Lincoln National Corp
Pennsylvania
$11.2M +$161K +1,980 +2%
LC
31
Lubar & Co
Wisconsin
$10.7M -$522K -6,400 -5%
CWM
32
Cranbrook Wealth Management
Michigan
$10.7M +$405K +4,971 +4%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$10.3M +$1.64M +20,103 +21%
FHA
34
First Horizon Advisors
Tennessee
$10.2M +$8.48M +103,981 +782%
SEIA
35
Signature Estate & Investment Advisors
California
$9.89M +$191K +2,339 +2%
SWM
36
SVA Wealth Management
Wisconsin
$9.84M +$14.8K +182 +0.2%
SFG
37
Sage Financial Group
Pennsylvania
$9.54M +$1.11M +13,646 +14%
PFA
38
Pure Financial Advisors
California
$9.24M -$2.47M -30,258 -22%
OBWP
39
O'Brien Wealth Partners
Massachusetts
$9.13M -$1.98M -24,287 -19%
TAT
40
TD Ameritrade Trust
Colorado
$9.03M -$140K -1,715 -2%
AWM
41
Avior Wealth Management
Nebraska
$9.01M +$728K +8,924 +9%
MA
42
MCF Advisors
Kentucky
$8.92M +$139K +1,706 +2%
MFS
43
MSI Financial Services
Massachusetts
$8.64M +$1.76M +21,588 +28%
LNB
44
Ledyard National Bank
$8.2M -$183K -2,250 -2%
KFA
45
Kays Financial Advisory
Georgia
$7.94M +$624K +7,650 +9%
MIS
46
Morningstar Investment Services
Illinois
$7.74M +$7.24M +88,794 New
MCM
47
Manchester Capital Management
Vermont
$7.43M -$190K -2,333 -3%
CA
48
Capital Advantage
California
$7.17M +$531K +6,517 +9%
EWA
49
Exencial Wealth Advisors
Oklahoma
$6.81M -$853K -10,455 -12%
PAG
50
Private Advisor Group
New Jersey
$6.43M -$733K -8,986 -11%