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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
51
Bragg Financial Advisors
North Carolina
$15.7M +$198K +1,764 +1%
SCA
52
Spearhead Capital Advisors
Florida
$15.6M +$1.67M +14,896 +13%
EK
53
Evensky & Katz
Florida
$15.1M -$43.9K -392 -0.3%
KL
54
KWMG LLC
Kansas
$14.8M +$710K +6,337 +5%
CA
55
Capital Advantage
California
$14.8M -$125K -1,118 -0.9%
A
56
AdvicePeriod
California
$14.7M -$47.8K -427 -0.3%
PWM
57
Praetorian Wealth Management
California
$14M +$433K +3,867 +3%
WF
58
WoodTrust Financial
Wisconsin
$13.8M +$430K +3,840 +3%
CG
59
Colony Group
Massachusetts
$13.8M +$339K +3,025 +3%
SFG
60
Sage Financial Group
Pennsylvania
$13.6M +$35.1K +313 +0.3%
BWL
61
Bogart Wealth LLC
Virginia
$13.2M +$12.5M +111,208 New
SWM
62
Shakespeare Wealth Management
Wisconsin
$12.8M +$800K +7,144 +7%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$12.4M +$479K +4,272 +4%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$12.4M +$1.8M +16,097 +18%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$11.6M +$322K +2,876 +53%
SWM
66
SVA Wealth Management
Wisconsin
$11.1M -$1.47M -13,103 -12%
MGIA
67
Moneta Group Investment Advisors
Missouri
$10.5M +$828K +7,393 +9%
RWG
68
Ratio Wealth Group
Colorado
$10.5M +$9.87M +88,127 New
TWP
69
Total Wealth Planning
Ohio
$10.2M +$185K +1,648 +2%
DC
70
Derby & Company
Massachusetts
$10.1M +$10.4K +93 +0.1%
William Blair & Company
71
William Blair & Company
Illinois
$9.76M -$1.12M -9,979 -11%
SFG
72
SNS Financial Group
Minnesota
$9.62M +$63.4K +566 +0.7%
FWP
73
Falcon Wealth Planning
California
$9.57M +$9.01M +80,448 New
AMG
74
Asset Management Group
Connecticut
$9.09M +$30.9K +276 +0.4%
NYLIM
75
New York Life Investment Management
New York
$8.85M -$6.35M -56,647 -43%