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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
76
Total Wealth Planning
Ohio
$13.4M +$837K +5,890 +7%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$13.1M -$2.11M -14,845 -14%
DC
78
Derby & Company
Massachusetts
$12.4M +$186K +1,312 +1%
EI
79
Ellevest Inc
New York
$12.2M +$943K +6,640 +8%
BPA
80
Beacon Pointe Advisors
California
$11.7M -$1.61M -11,346 -12%
SFG
81
SNS Financial Group
Minnesota
$11.4M +$203K +1,430 +2%
SWM
82
Southern Wealth Management
Texas
$11.3M -$122K -862 -1%
ML
83
McAdam LLC
Pennsylvania
$11.2M +$1.72M +12,119 +18%
AF
84
Allworth Financial
California
$10.9M +$2.04M +14,380 +23%
LIM
85
Leavell Investment Management
Alabama
$10.7M +$1.31M +9,256 +14%
EDRIA
86
Edmonds Duncan Registered Investment Advisors
Kansas
$10.3M +$478K +3,364 +5%
TM
87
Titan Managers
Arizona
$10.3M -$178K -1,256 -2%
AMG
88
Asset Management Group
Connecticut
$10.2M -$349K -2,455 -3%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$9.69M -$1.22M -8,580 -11%
PGFC
90
Peapack-Gladstone Financial Corp
New Jersey
$9.5M -$156K -1,099 -2%
CWM
91
Cranbrook Wealth Management
Michigan
$9.19M -$92K -648 -1%
LFS
92
Lutz Financial Services
Nebraska
$9.05M +$883K +6,214 +11%
AA
93
Alesco Advisors
New York
$9.05M -$109K -768 -1%
CPIG
94
Chicago Partners Investment Group
Illinois
$8.88M +$88.1K +620 +1%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$8.82M +$514K +3,622 +6%
WFA
96
Wellspring Financial Advisors
Ohio
$8.64M +$65.1M +458,326 +787%
AWM
97
AE Wealth Management
Kansas
$8.52M -$28.6K -201 -0.3%
MMA
98
Miracle Mile Advisors
California
$8.52M +$163K +1,146 +2%
HCMT
99
Highland Capital Management (Tennessee)
Tennessee
$8.43M -$158K -1,113 -2%
DC
100
Davenport & Co
Virginia
$8.29M +$546K +3,842 +7%