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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$28.8M -$1.37M -10,207 -5%
SF
52
Summit Financial
New Jersey
$28.8M +$252K +1,878 +1%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$26.2M +$2.72M +20,251 +13%
KL
54
KWMG LLC
Kansas
$26.1M +$190K +1,417 +0.8%
HighTower Advisors
55
HighTower Advisors
Illinois
$26M +$7.01M +52,223 +41%
SP
56
Symmetry Partners
Connecticut
$24.8M -$108K -806 -0.5%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$24.4M -$46.7K -348 -0.2%
EWA
58
ERTS Wealth Advisors
Michigan
$24M +$576K +4,287 +3%
BFA
59
Bragg Financial Advisors
North Carolina
$24M +$687K +5,115 +3%
BPA
60
Beacon Pointe Advisors
California
$23M +$3.48M +25,912 +20%
TWP
61
Total Wealth Planning
Ohio
$21.9M +$1.14M +8,479 +6%
WF
62
WoodTrust Financial
Wisconsin
$21.8M +$1.32M +9,822 +7%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$21.7M -$16.9M -125,582 -46%
BWL
64
Bogart Wealth LLC
Virginia
$20.9M +$329K +2,453 +2%
NA
65
NewEdge Advisors
Louisiana
$20.4M +$818K +6,091 +4%
CAN
66
Cetera Advisor Networks
California
$20.2M -$244K -1,815 -1%
William Blair & Company
67
William Blair & Company
Illinois
$20M +$35.1K +261 +0.2%
CA
68
Capital Advantage
California
$19.6M -$534K -3,979 -3%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$19.6M +$354K +2,636 +2%
SWM
70
Shakespeare Wealth Management
Wisconsin
$19.6M +$705K +5,249 +4%
Natixis Advisors
71
Natixis Advisors
Massachusetts
$19.3M -$18M -133,771 -50%
PWM
72
Praetorian Wealth Management
California
$19.2M -$2.91M -21,650 -14%
SI
73
Stephens Inc
Arkansas
$18.3M -$2.52M -18,736 -13%
SFG
74
SNS Financial Group
Minnesota
$17.7M +$34.2K +255 +0.2%
AA
75
Aire Advisors
California
$17.5M -$486K -3,617 -3%