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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$23.6M -$82.1K -803 -0.3%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$23.6M +$3.12M +30,505 +15%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$21.9M +$808K +7,897 +4%
MIS
29
Morningstar Investment Services
Illinois
$21.8M -$15.2M -148,945 -41%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$20.8M +$4.47M +43,719 +28%
FC
31
Forte Capital
New York
$20.8M +$433K +4,238 +2%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$18.6M +$609K +5,958 +3%
LNC
33
Lincoln National Corp
Pennsylvania
$17M -$2.07M -20,289 -11%
ZB
34
Zions Bancorporation
Utah
$16.7M -$788K -7,703 -5%
SB
35
Suntrust Banks
Georgia
$14.2M +$1.22M +11,908 +9%
SFG
36
Sage Financial Group
Pennsylvania
$13.7M +$467K +4,563 +4%
AA
37
Advisory Alpha
Michigan
$12.6M +$558K +5,453 +5%
PFA
38
Pure Financial Advisors
California
$12.2M +$624K +6,099 +5%
KFA
39
Kays Financial Advisory
Georgia
$12.2M +$441K +4,313 +4%
WDL
40
Well Done LLC
Michigan
$12M +$541K +5,288 +5%
CA
41
Capital Advantage
California
$11.9M +$186K +1,819 +2%
AIA
42
Allegis Investment Advisors
Idaho
$11.4M -$5.38M -52,591 -32%
REMPR
43
Roof Eidam Maycock Peralta (REMP)
California
$11.2M -$36.8K -360 -0.3%
AWM
44
Avior Wealth Management
Nebraska
$10.8M -$850K -8,311 -7%
SWM
45
SVA Wealth Management
Wisconsin
$10.8M -$46.2K -452 -0.4%
MA
46
MCF Advisors
Kentucky
$10.7M +$47.2K +462 +0.4%
FPIS
47
Financial Planning & Information Services
Wisconsin
$10M +$534K +5,225 +6%
CWM
48
Cranbrook Wealth Management
Michigan
$10M -$333K -3,256 -3%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$9.93M -$1.39M -13,585 -12%
PAG
50
Private Advisor Group
New Jersey
$9.43M -$285K -2,790 -3%