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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
76
Leavell Investment Management
Alabama
$6.78M +$980K +8,946 +17%
EWA
77
Exencial Wealth Advisors
Oklahoma
$6.54M
US Bancorp
78
US Bancorp
Minnesota
$6.46M +$399K +3,640 +7%
GFPC
79
Global Financial Private Capital
Florida
$6.46M +$6.32M +57,708 New
HCMT
80
Highland Capital Management (Tennessee)
Tennessee
$6.45M +$290K +2,648 +5%
WDL
81
Well Done LLC
Michigan
$6.4M -$186K -1,699 -3%
Goldman Sachs
82
Goldman Sachs
New York
$6.34M +$4.32M +39,436 +226%
ONB
83
Old National Bancorp
Indiana
$6.07M -$252K -2,300 -4%
JFA
84
JNBA Financial Advisors
Minnesota
$5.52M -$57.3K -523 -1%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$5.49M +$185K +1,689 +4%
MPWT
86
MassMutual Private Wealth & Trust
Connecticut
$5.45M +$399K +3,640 +8%
MCM
87
Manchester Capital Management
Vermont
$5.42M -$673K -6,146 -11%
TWP
88
Total Wealth Planning
Ohio
$5.36M -$14.3K -131 -0.3%
JFA
89
Johanson Financial Advisors
California
$5.32M +$230K +2,100 +5%
SFI
90
SPC Financial Inc
Maryland
$5.24M +$4.05K +37 +0.1%
CA
91
Cornerstone Advisory
Maryland
$5.19M -$804K -7,339 -14%
CPIG
92
Chicago Partners Investment Group
Illinois
$5.13M -$23.1K -211 -0.5%
Citadel Advisors
93
Citadel Advisors
Florida
$5.08M +$5M +45,661 New
TAM
94
Tocqueville Asset Management
New York
$4.97M -$43.8K -400 -0.9%
PMG
95
ProVise Management Group
Florida
$4.93M -$12.7K -116 -0.3%
Kovitz Investment Group Partners
96
Kovitz Investment Group Partners
Illinois
$4.86M +$97.8K +893 +2%
FPIS
97
Financial Planning & Information Services
Wisconsin
$4.86M -$1.35M -12,331 -22%
NYLIM
98
New York Life Investment Management
New York
$4.81M +$3.66M +33,436 +343%
FWP
99
FAS Wealth Partners
Kansas
$4.67M +$59.2K +541 +1%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$4.67M +$89.2K +815 +2%