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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
51
Moneta Group Investment Advisors
Missouri
$21.6M +$2.57M +17,468 +14%
EWA
52
EP Wealth Advisors
California
$21.6M +$4.82M +32,836 +30%
SP
53
Symmetry Partners
Connecticut
$21.3M +$211K +1,434 +1%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$21.1M +$291K +1,979 +58%
PWM
55
Praetorian Wealth Management
California
$20.8M +$663K +4,512 +3%
KL
56
KWMG LLC
Kansas
$20.8M +$395K +2,689 +2%
SCA
57
Spearhead Capital Advisors
Florida
$20.3M +$97.5K +664 +0.5%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$19.6M +$284K +1,932 +2%
CA
59
Capital Advantage
California
$19.5M +$362K +2,467 +2%
WF
60
WoodTrust Financial
Wisconsin
$19.4M +$1.09M +7,401 +6%
SI
61
Stephens Inc
Arkansas
$18.9M +$2.61M +17,747 +16%
BFA
62
Bragg Financial Advisors
North Carolina
$18.7M
PCG
63
Private Capital Group
Connecticut
$18.7M +$239K +1,628 +1%
FC
64
Forte Capital
New York
$18.7M -$509K -3,469 -3%
Prudential Financial
65
Prudential Financial
New Jersey
$18.5M +$16.5M +112,242 +87%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$17.6M +$1.13M +7,687 +7%
EK
67
Evensky & Katz
Florida
$17.1M -$357K -2,434 -2%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$17.1M +$1.05M +7,133 +7%
KAS
69
Kestra Advisory Services
Texas
$16.7M -$5.21M -35,452 -24%
FWP
70
Falcon Wealth Planning
California
$16.5M +$1.14M +7,750 +8%
RWG
71
Ratio Wealth Group
Colorado
$16.4M +$354K +2,410 +2%
SWM
72
Shakespeare Wealth Management
Wisconsin
$16.3M +$841K +5,728 +6%
WAM
73
WNY Asset Management
New York
$15.8M +$345K +2,347 +2%
LNB
74
Ledyard National Bank
$15.6M +$177K +1,208 +1%
SFG
75
Sage Financial Group
Pennsylvania
$15.6M -$131K -891 -0.9%