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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZB
26
Zions Bancorporation
Utah
$18.9M -$246K -2,794 -1%
Creative Planning
27
Creative Planning
Kansas
$16.7M +$13M +148,256 +381%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$12.9M +$1.02M +11,585 +9%
LNC
29
Lincoln National Corp
Pennsylvania
$12.1M +$704K +7,999 +6%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$11.7M +$1.18M +13,469 +11%
LC
31
Lubar & Co
Wisconsin
$11M
CWM
32
Cranbrook Wealth Management
Michigan
$10.6M -$315K -3,587 -3%
SFG
33
Sage Financial Group
Pennsylvania
$10.6M +$826K +9,387 +9%
SWM
34
SVA Wealth Management
Wisconsin
$9.98M -$84.6K -962 -0.9%
PFA
35
Pure Financial Advisors
California
$9.81M +$381K +4,337 +4%
CA
36
Capital Advantage
California
$9.76M +$2.4M +27,275 +33%
AWM
37
Avior Wealth Management
Nebraska
$9.67M +$456K +5,179 +5%
MFS
38
MSI Financial Services
Massachusetts
$9.52M +$680K +7,727 +8%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$9.51M -$24M -272,923 -72%
MA
40
MCF Advisors
Kentucky
$9.04M -$73.9K -840 -0.8%
SEIA
41
Signature Estate & Investment Advisors
California
$8.82M -$1.28M -14,520 -13%
KFA
42
Kays Financial Advisory
Georgia
$8.76M +$636K +7,228 +8%
LNB
43
Ledyard National Bank
$8.27M -$111K -1,260 -1%
MCM
44
Manchester Capital Management
Vermont
$8.23M +$629K +7,148 +8%
SB
45
Suntrust Banks
Georgia
$7.71M +$1.79M +20,377 +31%
AA
46
ALPS Advisors
Colorado
$7.55M +$7.46M +84,776 New
REMPR
47
Roof Eidam Maycock Peralta (REMP)
California
$7.06M +$1.77M +20,090 +34%
EWA
48
Exencial Wealth Advisors
Oklahoma
$6.93M -$35.2K -400 -0.5%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$6.77M +$573K +6,517 +9%
OBWP
50
O'Brien Wealth Partners
Massachusetts
$6.53M -$2.77M -31,486 -30%