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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPIS
76
Financial Planning & Information Services
Wisconsin
$6.42M -$1.76M -16,766 -20%
WF
77
WoodTrust Financial
Wisconsin
$6.37M -$402K -3,833 -5%
SWM
78
Shakespeare Wealth Management
Wisconsin
$6.33M -$1.25M -11,902 -15%
PI
79
PHH Investments
Texas
$6.2M -$1.1M -10,521 -14%
MGIA
80
Moneta Group Investment Advisors
Missouri
$6.17M +$122K +1,164 +2%
AMG
81
Asset Management Group
Connecticut
$6.02M +$313K +2,985 +5%
ONB
82
Old National Bancorp
Indiana
$5.78M +$58.9K +561 +0.9%
APP
83
Avantax Planning Partners
Iowa
$5.63M +$6.17M +58,733 +16,877%
EWA
84
Exencial Wealth Advisors
Oklahoma
$5.62M -$114K -1,085 -2%
NCMW
85
Northern Capital Management (Wisconsin)
Wisconsin
$5.2M +$1.01M +9,660 +21%
HCMT
86
Highland Capital Management (Tennessee)
Tennessee
$5.17M +$306K +2,915 +6%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$5.05M -$1.42M -13,564 -20%
JFA
88
JNBA Financial Advisors
Minnesota
$4.97M +$5.02M +47,843 +1,104%
GWA
89
Guidant Wealth Advisors
Illinois
$4.91M -$5.6M -53,336 -51%
US Bancorp
90
US Bancorp
Minnesota
$4.88M +$575K +5,477 +12%
CA
91
Cornerstone Advisory
Maryland
$4.77M -$1.37M -13,093 -21%
TWP
92
Total Wealth Planning
Ohio
$4.71M +$5.19M +49,476 New
CPIG
93
Chicago Partners Investment Group
Illinois
$4.56M -$171K -1,631 -3%
SFI
94
SPC Financial Inc
Maryland
$4.46M +$42.5K +405 +0.9%
MPWT
95
MassMutual Private Wealth & Trust
Connecticut
$4.38M +$62.9K +599 +1%
JFA
96
Johanson Financial Advisors
California
$4.23M -$824K -7,844 -15%
Northern Trust
97
Northern Trust
Illinois
$4.22M -$47K -448 -1%
PMG
98
ProVise Management Group
Florida
$4.21M +$370K +3,520 +9%
JFGIW
99
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.16M +$1.35M +12,844 +42%
LIM
100
Leavell Investment Management
Alabama
$4.11M +$57.7K +550 +1%