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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
26
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.1M -$5.49M -59,347 -23%
LNC
27
Lincoln National Corp
Pennsylvania
$16.1M +$3.29M +35,573 +26%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$15.5M +$1.91M +20,680 +14%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$14.8M +$2.5M +26,962 +21%
AA
30
ALPS Advisors
Colorado
$14.1M +$6.07M +65,583 +77%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$12.3M +$2.3M +24,875 +23%
SFG
32
Sage Financial Group
Pennsylvania
$11.8M +$665K +7,191 +6%
NYLIM
33
New York Life Investment Management
New York
$10.8M +$7.72M +83,415 +264%
PFA
34
Pure Financial Advisors
California
$10.5M +$218K +2,359 +2%
CA
35
Capital Advantage
California
$10.5M +$266K +2,879 +3%
SWM
36
SVA Wealth Management
Wisconsin
$10.4M -$101K -1,089 -1%
CWM
37
Cranbrook Wealth Management
Michigan
$10.3M -$849K -9,175 -8%
AWM
38
Avior Wealth Management
Nebraska
$10.2M +$31.2K +337 +0.3%
KFA
39
Kays Financial Advisory
Georgia
$9.61M +$403K +4,354 +4%
MA
40
MCF Advisors
Kentucky
$9.55M +$50K +540 +0.5%
MFS
41
MSI Financial Services
Massachusetts
$9.25M -$742K -8,019 -8%
SB
42
Suntrust Banks
Georgia
$9.09M +$973K +10,510 +12%
SEIA
43
Signature Estate & Investment Advisors
California
$8.95M -$316K -3,419 -3%
REMPR
44
Roof Eidam Maycock Peralta (REMP)
California
$8.75M +$1.32M +14,310 +18%
LNB
45
Ledyard National Bank
$8.47M -$212K -2,288 -2%
FPIS
46
Financial Planning & Information Services
Wisconsin
$8.07M +$1.37M +14,795 +21%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$7.68M +$564K +6,094 +8%
MCM
48
Manchester Capital Management
Vermont
$7.67M -$968K -10,457 -11%
BFA
49
Bragg Financial Advisors
North Carolina
$6.96M +$302K +3,266 +5%
EWA
50
Exencial Wealth Advisors
Oklahoma
$6.74M -$374K -4,042 -5%