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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
51
Forte Capital
New York
$18.1M -$83.4K -651 -0.5%
BFA
52
Bragg Financial Advisors
North Carolina
$17.9M +$87.8K +686 +0.5%
SCA
53
Spearhead Capital Advisors
Florida
$17.8M +$126K +985 +0.8%
CA
54
Capital Advantage
California
$17.1M +$208K +1,627 +1%
EK
55
Evensky & Katz
Florida
$16.8M -$350K -2,730 -2%
KL
56
KWMG LLC
Kansas
$16.8M +$11.7K +91 +0.1%
PWM
57
Praetorian Wealth Management
California
$16.6M +$733K +5,723 +5%
PCG
58
Private Capital Group
Connecticut
$16.5M -$7.2M -56,199 -31%
KAS
59
Kestra Advisory Services
Texas
$16.4M -$9.95M -77,700 -39%
A
60
AdvicePeriod
California
$15.9M -$728K -5,689 -5%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$15.9M +$1.72M +13,425 +13%
CG
62
Colony Group
Massachusetts
$15.9M +$255K +1,992 +2%
WF
63
WoodTrust Financial
Wisconsin
$15.7M +$76.1K +594 +0.5%
RJA
64
Raymond James & Associates
Florida
$15.7M -$2.09M -16,298 -12%
SFG
65
Sage Financial Group
Pennsylvania
$14.5M -$838K -6,542 -6%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$14.3M +$13.1M +102,089 +2,661%
SWM
67
Shakespeare Wealth Management
Wisconsin
$14.2M -$254K -1,986 -2%
MGIA
68
Moneta Group Investment Advisors
Missouri
$13.5M +$1.51M +11,789 +13%
LNB
69
Ledyard National Bank
$13.4M +$3.4M +26,580 +37%
RWG
70
Ratio Wealth Group
Colorado
$13.2M +$1.22M +9,547 +11%
William Blair & Company
71
William Blair & Company
Illinois
$12.5M +$1.36M +10,592 +13%
TWP
72
Total Wealth Planning
Ohio
$12M +$443K +3,463 +4%
DC
73
Derby & Company
Massachusetts
$11.7M +$269K +2,102 +2%
JP Morgan Chase
74
JP Morgan Chase
New York
$11.7M -$8.19M -63,958 -43%
FWP
75
Falcon Wealth Planning
California
$11.4M +$538K +4,201 +5%