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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$13.2M +$230K +1,629 +2%
TWP
77
Total Wealth Planning
Ohio
$12.6M +$164K +1,162 +1%
FC
78
Ferris Capital
Massachusetts
$12.6M +$12.7M +89,990 New
JP Morgan Chase
79
JP Morgan Chase
New York
$12.5M +$375K +2,650 +3%
FWP
80
Falcon Wealth Planning
California
$12.4M +$553K +3,911 +5%
DC
81
Derby & Company
Massachusetts
$12.3M +$145K +1,024 +1%
SWM
82
Southern Wealth Management
Texas
$11.7M +$1.74M +12,343 +18%
EI
83
Ellevest Inc
New York
$11.3M +$853K +6,036 +8%
SFG
84
SNS Financial Group
Minnesota
$11.2M -$11.7K -83 -0.1%
EWA
85
EP Wealth Advisors
California
$11.1M +$7.32M +51,782 +191%
JFG
86
JMG Financial Group
Illinois
$11M +$5.59M +39,533 +102%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$11M +$4.01M +28,357 +57%
Mariner
88
Mariner
Kansas
$10.6M +$259K +1,834 +2%
AMG
89
Asset Management Group
Connecticut
$10.6M -$72.4K -512 -0.7%
TM
90
Titan Managers
Arizona
$10.1M
EDRIA
91
Edmonds Duncan Registered Investment Advisors
Kansas
$9.89M +$236K +1,667 +2%
PGFC
92
Peapack-Gladstone Financial Corp
New Jersey
$9.71M +$774K +5,476 +9%
ML
93
McAdam LLC
Pennsylvania
$9.68M +$3.83M +27,080 +66%
CWM
94
Cranbrook Wealth Management
Michigan
$9.34M -$474K -3,357 -5%
MIS
95
Morningstar Investment Services
Illinois
$9.21M -$32.4M -229,110 -78%
AA
96
Alesco Advisors
New York
$9.21M -$295K -2,084 -3%
LIM
97
Leavell Investment Management
Alabama
$9.11M
AF
98
Allworth Financial
California
$8.94M +$94.8K +671 +1%
HCMT
99
Highland Capital Management (Tennessee)
Tennessee
$8.63M -$1.25M -8,839 -13%
AWM
100
AE Wealth Management
Kansas
$8.61M +$1.06M +7,501 +14%