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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMA
76
Miracle Mile Advisors
California
$7.05M +$7.05M +69,590 New
BCA
77
Biltmore Capital Advisors
New Jersey
$6.92M -$1.21M -11,931 -15%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$6.74M -$62.8K -620 -0.9%
RC
79
Rovin Capital
Arizona
$6.68M +$144K +1,423 +2%
LFS
80
Lutz Financial Services
Nebraska
$6.5M -$6.79K -67 -0.1%
LNB
81
Ledyard National Bank
$6.46M -$594K -5,864 -8%
EI
82
Ellevest Inc
New York
$6.44M +$803K +7,931 +14%
PGFC
83
Peapack-Gladstone Financial Corp
New Jersey
$6.37M +$479K +4,732 +8%
WFA
84
Wellspring Financial Advisors
Ohio
$6.3M -$37K -365 -0.6%
CPIG
85
Chicago Partners Investment Group
Illinois
$6.15M -$40K -395 -0.7%
EWA
86
Exencial Wealth Advisors
Oklahoma
$5.86M -$94.1K -929 -2%
FAT
87
First American Trust
California
$5.71M -$291K -2,876 -5%
SWM
88
Southern Wealth Management
Texas
$5.56M -$142K -1,406 -2%
BWM
89
Brickley Wealth Management
California
$5.39M -$3.35M -33,059 -39%
TYCC
90
Texas Yale Capital Corp
Florida
$5.32M +$304 +3 +0%
Mariner
91
Mariner
Kansas
$5.28M -$642K -6,334 -11%
FFG
92
Fullen Financial Group
Ohio
$5.22M +$340K +3,355 +7%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$5.08M -$756K -7,468 -13%
AWM
94
AE Wealth Management
Kansas
$5.04M +$216K +2,129 +4%
SS
95
Simplicity Solutions
Minnesota
$5M +$312K +3,080 +7%
DC
96
Davenport & Co
Virginia
$4.92M +$408K +4,030 +9%
Bank of New York Mellon
97
Bank of New York Mellon
New York
$4.83M -$423K -4,179 -8%
FPIS
98
Financial Planning & Information Services
Wisconsin
$4.78M +$198K +1,958 +4%
WIC
99
Whitegate Investment Counselors
New Hampshire
$4.71M -$135K -1,333 -3%
MPWT
100
MassMutual Private Wealth & Trust
Connecticut
$4.69M +$126K +1,243 +3%