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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
51
Private Capital Group
Connecticut
$12.2M +$1.64M +14,435 +15%
MM
52
Main Management
California
$11.9M +$12M +105,619 New
RRC
53
Relaxing Retirement Coach
Massachusetts
$11.7M -$214K -1,886 -2%
BFA
54
Bragg Financial Advisors
North Carolina
$11.4M +$722K +6,352 +7%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$11.1M +$570K +5,018 +5%
RJA
56
Raymond James & Associates
Florida
$11.1M -$47.4K -417 -0.4%
SCA
57
Spearhead Capital Advisors
Florida
$11M +$181K +1,593 +2%
LNC
58
Lincoln National Corp
Pennsylvania
$10.8M +$639K +5,622 +6%
SWM
59
SVA Wealth Management
Wisconsin
$10.8M +$3.86K +34 +0%
BWM
60
Brickley Wealth Management
California
$10.6M -$72.7K -640 -0.7%
CWM
61
Cornerstone Wealth Management
Missouri
$10.5M +$9.62M +84,664 +8%
REMPR
62
Roof Eidam Maycock Peralta (REMP)
California
$10.4M -$1.34M -11,764 -11%
SP
63
Symmetry Partners
Connecticut
$10.2M +$60.5K +532 +0.6%
CWM
64
Cranbrook Wealth Management
Michigan
$10.1M -$74.9K -659 -0.7%
LNB
65
Ledyard National Bank
$10.1M +$109K +956 +1%
MA
66
MUFG Americas
New York
$9.84M +$409K +3,598 +4%
BIA
67
BHK Investment Advisors
Alabama
$9.73M -$306K -2,691 -3%
RWP
68
RWA Wealth Partners
Massachusetts
$9.54M +$5.36M +47,170 +127%
FPIS
69
Financial Planning & Information Services
Wisconsin
$9.52M -$1.38M -12,159 -13%
PAG
70
Private Advisor Group
New Jersey
$9.14M +$4.8M +42,266 +110%
SWM
71
Shakespeare Wealth Management
Wisconsin
$8.86M +$93.2K +820 +1%
KL
72
KWMG LLC
Kansas
$8.78M +$394K +3,471 +5%
AG
73
Advisor Group
Arizona
$8.75M +$1.89M +16,601 +27%
SFG
74
SNS Financial Group
Minnesota
$8.6M +$614K +5,400 +8%
PI
75
PHH Investments
Texas
$8.55M -$280K -2,461 -3%