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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$18.7M +$1.72M +12,187 +10%
SCA
52
Spearhead Capital Advisors
Florida
$18.6M +$40.8K +289 +0.2%
Prudential Financial
53
Prudential Financial
New Jersey
$18.5M -$7.55M -53,405 -29%
BFA
54
Bragg Financial Advisors
North Carolina
$18.5M -$218K -1,539 -1%
FIA
55
Foundations Investment Advisors
Arizona
$18.3M -$1.39M -9,860 -7%
FC
56
Forte Capital
New York
$18.2M -$653K -4,619 -3%
RJA
57
Raymond James & Associates
Florida
$18.1M +$1.73M +12,240 +11%
KL
58
KWMG LLC
Kansas
$18M +$761K +5,386 +4%
CA
59
Capital Advantage
California
$17.9M +$125K +884 +0.7%
CG
60
Colony Group
Massachusetts
$17.1M +$571K +4,042 +3%
PCG
61
Private Capital Group
Connecticut
$16.9M -$301K -2,128 -2%
EK
62
Evensky & Katz
Florida
$16.8M -$737K -5,215 -4%
WF
63
WoodTrust Financial
Wisconsin
$16.2M -$136K -962 -0.8%
A
64
AdvicePeriod
California
$15.8M -$820K -5,799 -5%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$15.3M +$408K +2,888 +3%
SFG
66
Sage Financial Group
Pennsylvania
$14.9M -$170K -1,200 -1%
RWG
67
Ratio Wealth Group
Colorado
$14.8M +$1.08M +7,628 +8%
MGIA
68
Moneta Group Investment Advisors
Missouri
$14.8M +$705K +4,990 +5%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$14.6M +$4.29M +30,338 +41%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$14.5M -$2.12M -15,021 -13%
SWM
71
Shakespeare Wealth Management
Wisconsin
$14.4M -$624K -4,415 -4%
SI
72
Stephens Inc
Arkansas
$14.3M +$10.7M +76,028 +291%
LNB
73
Ledyard National Bank
$14.3M +$364K +2,579 +3%
WAM
74
WNY Asset Management
New York
$14.2M +$2.9M +20,518 +26%
BPA
75
Beacon Pointe Advisors
California
$13.3M +$12.7M +90,002 +1,863%