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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
ERTS Wealth Advisors
Michigan
$28.3M +$3.11K +19 +0%
WF
52
WoodTrust Financial
Wisconsin
$28.3M +$671K +4,107 +2%
BFA
53
Bragg Financial Advisors
North Carolina
$26.6M +$57.5K +352 +0.2%
SWM
54
Shakespeare Wealth Management
Wisconsin
$26.5M +$427K +2,609 +2%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$26.5M +$2.52M +15,400 +10%
TWP
56
Total Wealth Planning
Ohio
$26.3M +$606K +3,705 +2%
NA
57
NewEdge Advisors
Louisiana
$25.2M -$422K -2,582 -2%
WSFS
58
Wilmington Savings Fund Society
Delaware
$24.3M +$1.52M +9,325 +7%
FWP
59
Falcon Wealth Planning
California
$23.6M -$3.29M -20,094 -12%
AW
60
Avion Wealth
Texas
$22.8M +$38.6K +236 +0.2%
MFIM
61
Mesirow Financial Investment Management
Illinois
$22.7M -$9.15K -56 -0%
BIA
62
BHK Investment Advisors
Alabama
$22.6M -$2.26M -13,817 -9%
GSF
63
Grove Street Fiduciary
New Hampshire
$22.4M -$723K -4,425 -3%
KAS
64
Kestra Advisory Services
Texas
$22.3M +$609K +3,725 +3%
CSP
65
Cary Street Partners
Virginia
$22M +$1.66M +10,139 +7%
BPA
66
Beacon Pointe Advisors
California
$21.9M -$953K -5,830 -4%
PWM
67
Praetorian Wealth Management
California
$21.8M -$32.5K -199 -0.1%
GWM
68
Geneos Wealth Management
Colorado
$21.7M +$11.2M +68,239 +102%
William Blair & Company
69
William Blair & Company
Illinois
$20.9M +$471K +2,883 +2%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$20.8M +$132K +806 +0.6%
WIA
71
World Investment Advisors
California
$20.7M +$19.6M +120,114 +1,405%
PPW
72
Presilium Private Wealth
Pennsylvania
$20.3M +$4.39M +26,834 +27%
SC
73
Sepio Capital
Utah
$20.1M +$799K +4,890 +4%
AA
74
Aire Advisors
California
$20M +$509K +3,116 +3%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$19.8M -$2.02M -12,385 -9%