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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
$18.7M +$392K +2,762 +2%
SCA
52
Spearhead Capital Advisors
Florida
$18.7M +$267K +1,878 +1%
PWM
53
Praetorian Wealth Management
California
$18.7M +$80.1K +564 +0.4%
Prudential Financial
54
Prudential Financial
New Jersey
$18.3M -$332K -2,340 -2%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$18M -$1.73M -12,171 -9%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$17.9M -$1.02M -7,163 -5%
FC
57
Forte Capital
New York
$17.8M -$298K -2,098 -2%
CA
58
Capital Advantage
California
$17.8M +$426 +3 +0%
MGIA
59
Moneta Group Investment Advisors
Missouri
$17.6M +$3.02M +21,249 +20%
PCG
60
Private Capital Group
Connecticut
$17.2M +$404K +2,841 +2%
WF
61
WoodTrust Financial
Wisconsin
$17M +$867K +6,102 +5%
RJA
62
Raymond James & Associates
Florida
$16.8M -$1.15M -8,098 -6%
EK
63
Evensky & Katz
Florida
$16.3M -$427K -3,005 -3%
EWA
64
EP Wealth Advisors
California
$15.5M +$4.55M +32,034 +41%
BFEC
65
Benjamin F. Edwards & Company
Missouri
$15.3M +$951K +6,694 +7%
SI
66
Stephens Inc
Arkansas
$15.1M +$825K +5,809 +6%
RWG
67
Ratio Wealth Group
Colorado
$14.9M +$240K +1,689 +2%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$14.9M +$381K +2,684 +3%
SFG
69
Sage Financial Group
Pennsylvania
$14.6M -$257K -1,807 -2%
SWM
70
Shakespeare Wealth Management
Wisconsin
$14.5M +$229K +1,613 +2%
LNB
71
Ledyard National Bank
$14.3M +$108K +762 +0.7%
WAM
72
WNY Asset Management
New York
$14.3M +$229K +1,610 +2%
FWP
73
Falcon Wealth Planning
California
$14.2M +$1.89M +13,311 +15%
William Blair & Company
74
William Blair & Company
Illinois
$13.5M +$389K +2,736 +3%
JP Morgan Chase
75
JP Morgan Chase
New York
$13.5M +$1.03M +7,234 +8%