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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
76
Rovin Capital
Arizona
$6.17M -$99.2K -1,082 -2%
LFS
77
Lutz Financial Services
Nebraska
$6.15M -$6.05M -65,938 -51%
WFA
78
Wellspring Financial Advisors
Ohio
$5.98M +$4.47M +48,698 +353%
CPIG
79
Chicago Partners Investment Group
Illinois
$5.84M +$651K +7,096 +14%
FAIM
80
Financial Advocates Investment Management
Washington
$5.79M +$2.27M +24,747 +129%
FAT
81
First American Trust
California
$5.67M +$550 +6 +0%
EWA
82
Exencial Wealth Advisors
Oklahoma
$5.62M -$89.3K -974 -2%
Mariner
83
Mariner
Kansas
$5.59M +$1.17M +12,803 +28%
PGFC
84
Peapack-Gladstone Financial Corp
New Jersey
$5.56M +$2.5M +27,237 +88%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$5.51M -$1.67M -18,184 -24%
SWM
86
Southern Wealth Management
Texas
$5.38M +$621K +6,768 +14%
GFPC
87
Global Financial Private Capital
Florida
$5.38M +$407K +4,440 +9%
EI
88
Ellevest Inc
New York
$5.32M +$362K +3,951 +8%
NFG
89
Next Financial Group
Texas
$5.21M -$42.3K -461 -0.8%
TYCC
90
Texas Yale Capital Corp
Florida
$5.02M -$181K -1,974 -4%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$4.96M -$74.9K -817 -2%
ONB
92
Old National Bancorp
Indiana
$4.67M -$347K -3,780 -7%
FFG
93
Fullen Financial Group
Ohio
$4.61M +$4.42M +48,149 New
WIC
94
Whitegate Investment Counselors
New Hampshire
$4.57M +$2.16M +23,545 +97%
AWM
95
AE Wealth Management
Kansas
$4.55M +$1.1M +12,043 +34%
UB
96
UMB Bank
Missouri
$4.51M -$718K -7,828 -14%
APP
97
Avantax Planning Partners
Iowa
$4.48M +$1.09M +11,864 +34%
SS
98
Simplicity Solutions
Minnesota
$4.43M +$1.71M +18,674 +68%
WFM
99
Wolff Financial Management
Michigan
$4.32M +$87.8K +957 +2%
FPIS
100
Financial Planning & Information Services
Wisconsin
$4.32M +$533K +5,810 +15%