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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
SVA Wealth Management
Wisconsin
$11M +$1.74M +18,947 +20%
SCA
52
Spearhead Capital Advisors
Florida
$11M +$7.27M +79,232 +223%
MD
53
Money Design
Japan
$10.9M -$23.8M -259,388 -69%
CG
54
Colony Group
Massachusetts
$10.9M -$4.14M -45,094 -28%
KL
55
KWMG LLC
Kansas
$10.7M +$1.16M +12,686 +13%
WF
56
WoodTrust Financial
Wisconsin
$10.4M +$2.87M +31,302 +41%
SFG
57
Sage Financial Group
Pennsylvania
$10.2M -$303K -3,309 -3%
PWM
58
Praetorian Wealth Management
California
$10.2M +$9.77M +106,568 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$9.5M -$355K -3,875 -4%
SWM
60
Shakespeare Wealth Management
Wisconsin
$8.98M +$406K +4,429 +5%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$8.81M +$1.88M +20,474 +29%
MGIA
62
Moneta Group Investment Advisors
Missouri
$8.1M +$205K +2,239 +3%
DC
63
Derby & Company
Massachusetts
$8.07M -$218K -2,377 -3%
BWM
64
Brickley Wealth Management
California
$8.06M -$13K -142 -0.2%
TWP
65
Total Wealth Planning
Ohio
$7.93M +$237K +2,581 +3%
SL
66
Systelligence LLC
Minnesota
$7.83M -$370K -4,037 -5%
BCA
67
Biltmore Capital Advisors
New Jersey
$7.67M +$1.25M +13,650 +21%
SFG
68
SNS Financial Group
Minnesota
$7.62M +$147K +1,606 +2%
LIM
69
Leavell Investment Management
Alabama
$7.5M +$1.48M +16,104 +26%
AMG
70
Asset Management Group
Connecticut
$7.37M +$1.65K +18 +0%
CWM
71
Cranbrook Wealth Management
Michigan
$7.12M -$115K -1,258 -2%
AA
72
Alesco Advisors
New York
$6.76M +$2.24M +24,480 +53%
HCMT
73
Highland Capital Management (Tennessee)
Tennessee
$6.75M +$119K +1,303 +2%
LNB
74
Ledyard National Bank
$6.66M -$814K -8,875 -11%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$6.42M -$9.72M -105,972 -61%