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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
76
Pure Financial Advisors
California
$8.34M +$8.38M +73,747 New
SHCM
77
Stokes & Hubbell Capital Management
Louisiana
$8.22M +$679K +5,977 +9%
DC
78
Derby & Company
Massachusetts
$8.15M +$168K +1,482 +2%
KFA
79
Kays Financial Advisory
Georgia
$8.08M -$7.5M -66,043 -48%
WF
80
WoodTrust Financial
Wisconsin
$7.99M +$157K +1,378 +2%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$7.53M -$2.41M -21,227 -24%
MGIA
82
Moneta Group Investment Advisors
Missouri
$7.19M +$2.46M +21,643 +52%
CA
83
Cornerstone Advisory
Maryland
$7.14M +$1.52M +13,364 +27%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$7.07M -$15.5K -136 -0.2%
AMG
85
Asset Management Group
Connecticut
$6.81M +$146K +1,289 +2%
EWA
86
Exencial Wealth Advisors
Oklahoma
$6.8M -$138K -1,216 -2%
ONB
87
Old National Bancorp
Indiana
$6.79M +$281K +2,469 +4%
MCM
88
Manchester Capital Management
Vermont
$6.76M -$12.5K -110 -0.2%
ACA
89
Atlas Capital Advisors
Wyoming
$6.04M +$2.28M +20,067 +60%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$5.97M +$1.19M +10,502 +25%
JFA
91
Johanson Financial Advisors
California
$5.92M +$354K +3,116 +6%
HCMT
92
Highland Capital Management (Tennessee)
Tennessee
$5.8M +$118K +1,035 +2%
KCM
93
Kendall Capital Management
Maryland
$5.41M +$308K +2,714 +6%
SFI
94
SPC Financial Inc
Maryland
$5.25M -$149K -1,313 -3%
TAM
95
Tocqueville Asset Management
New York
$5.18M -$23.9K -210 -0.5%
US Bancorp
96
US Bancorp
Minnesota
$5.18M +$235K +2,067 +5%
MPWT
97
MassMutual Private Wealth & Trust
Connecticut
$5.14M +$130K +1,140 +3%
NCMW
98
Northern Capital Management (Wisconsin)
Wisconsin
$5.08M -$20.5K -180 -0.4%
Northern Trust
99
Northern Trust
Illinois
$5.07M +$911K +8,021 +22%
ECM
100
ETrade Capital Management
Virginia
$4.98M -$117K -1,031 -2%