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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
51
Summit Financial
New Jersey
$28.6M +$355K +2,105 +1%
EWA
52
ERTS Wealth Advisors
Michigan
$28.5M +$982K +5,824 +3%
SFA
53
Sequoia Financial Advisors
Ohio
$27.8M +$28.4M +168,604 +4,872%
WF
54
WoodTrust Financial
Wisconsin
$27.8M +$928K +5,500 +3%
FWP
55
Falcon Wealth Planning
California
$27M +$660K +3,912 +2%
BFA
56
Bragg Financial Advisors
North Carolina
$26.8M -$719K -4,262 -3%
SWM
57
Shakespeare Wealth Management
Wisconsin
$26.3M -$602K -3,569 -2%
TWP
58
Total Wealth Planning
Ohio
$25.9M +$155K +918 +0.6%
NA
59
NewEdge Advisors
Louisiana
$25.8M +$473K +2,803 +2%
BEI
60
Benjamin Edwards Inc
Missouri
$25.5M +$1.4M +8,295 +6%
BIA
61
BHK Investment Advisors
Alabama
$25M +$38K +225 +0.1%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$24.2M +$841K +4,987 +3%
CJH
63
Christopher J. Hasenberg
Wisconsin
$23.8M +$24.8M +147,191 New
GSF
64
Grove Street Fiduciary
New Hampshire
$23.3M +$24.2M +143,725 New
BPA
65
Beacon Pointe Advisors
California
$23.1M -$153K -905 -0.6%
WSFS
66
Wilmington Savings Fund Society
Delaware
$22.9M +$1.45M +8,603 +6%
MFIM
67
Mesirow Financial Investment Management
Illinois
$22.9M -$19.3M -114,218 -45%
AW
68
Avion Wealth
Texas
$22.7M +$3.52M +20,873 +17%
PWM
69
Praetorian Wealth Management
California
$22M -$32.7K -194 -0.1%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$22M -$2.42M -14,373 -10%
KAS
71
Kestra Advisory Services
Texas
$21.9M -$11.3M -66,781 -33%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$20.8M +$778K +4,611 +4%
William Blair & Company
73
William Blair & Company
Illinois
$20.6M -$14.5K -86 -0.1%
CSP
74
Cary Street Partners
Virginia
$20.5M +$25.4M +150,741 New
EI
75
Ellevest Inc
New York
$20.2M -$470K -2,784 -2%