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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$10.9M +$330K +2,984 +3%
FPIS
52
Financial Planning & Information Services
Wisconsin
$10.6M -$427K -3,858 -4%
SCA
53
Spearhead Capital Advisors
Florida
$10.6M +$316K +2,857 +3%
SWM
54
SVA Wealth Management
Wisconsin
$10.5M -$889K -8,029 -8%
BFA
55
Bragg Financial Advisors
North Carolina
$10.5M +$528K +4,766 +5%
BWM
56
Brickley Wealth Management
California
$10.4M -$409K -3,696 -4%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$10.3M +$713K +6,437 +7%
PCG
58
Private Capital Group
Connecticut
$10.3M +$635K +5,733 +7%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$10.1M -$6.14M -55,425 -38%
CWM
60
Cranbrook Wealth Management
Michigan
$9.92M -$220K -1,989 -2%
LNC
61
Lincoln National Corp
Pennsylvania
$9.91M -$518K -4,677 -5%
SP
62
Symmetry Partners
Connecticut
$9.88M +$249K +2,245 +3%
BIA
63
BHK Investment Advisors
Alabama
$9.8M +$52K +470 +0.5%
LNB
64
Ledyard National Bank
$9.72M +$19.6K +177 +0.2%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$9.7M -$571K -5,153 -6%
CWM
66
Cornerstone Wealth Management
Missouri
$9.34M +$113M +1,022,807 +10,713%
MA
67
MUFG Americas
New York
$9.22M +$129K +1,163 +1%
PI
68
PHH Investments
Texas
$8.63M -$24.6K -222 -0.3%
SWM
69
Shakespeare Wealth Management
Wisconsin
$8.56M +$264K +2,387 +3%
A
70
AdvicePeriod
California
$8.27M -$197K -1,778 -2%
KL
71
KWMG LLC
Kansas
$8.2M +$592K +5,350 +8%
SFG
72
SNS Financial Group
Minnesota
$7.81M +$355K +3,203 +5%
DC
73
Derby & Company
Massachusetts
$7.8M +$393K +3,549 +5%
WF
74
WoodTrust Financial
Wisconsin
$7.66M +$70.7K +638 +0.9%
SHCM
75
Stokes & Hubbell Capital Management
Louisiana
$7.28M +$1.49M +13,451 +26%