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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Shakespeare Wealth Management
Wisconsin
$14.2M -$185K -1,306 -1%
EK
77
Evensky & Katz
Florida
$14.1M -$355K -2,511 -2%
William Blair & Company
78
William Blair & Company
Illinois
$14.1M -$1.27M -8,949 -8%
LNB
79
Ledyard National Bank
$13.7M -$43.1K -305 -0.3%
PGFC
80
Peapack-Gladstone Financial Corp
New Jersey
$13.7M +$419K +2,964 +3%
SFG
81
Sage Financial Group
Pennsylvania
$13.1M -$157K -1,110 -1%
AA
82
ALPS Advisors
Colorado
$13.1M -$26.9K -190 -0.2%
CAP
83
Columbia Advisory Partners
Washington
$13M -$194K -1,371 -1%
LIM
84
Leavell Investment Management
Alabama
$12.7M +$702K +4,966 +5%
EI
85
Ellevest Inc
New York
$12.7M +$408K +2,885 +3%
EWP
86
Engrave Wealth Partners
Texas
$12.6M -$283 -2 -0%
RWG
87
Ratio Wealth Group
Colorado
$12.5M +$994K +7,024 +8%
NA
88
NewEdge Advisors
Louisiana
$12.4M -$215K -1,523 -2%
APP
89
Avantax Planning Partners
Iowa
$12.1M +$5.6M +39,578 +73%
AA
90
Aire Advisors
California
$12.1M +$1.88M +13,318 +17%
BCM
91
Brookstone Capital Management
Illinois
$11.9M -$13.2M -93,116 -51%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$11.5M +$189K +1,334 +2%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$11.3M -$1.99M -14,058 -14%
FC
94
Forte Capital
New York
$11.2M -$5.31M -37,534 -30%
PCFFS
95
Pacific Center for Financial Services
California
$11.2M -$18.1K -128 -0.1%
BPA
96
Beacon Pointe Advisors
California
$10.9M -$1.44M -10,182 -11%
SFG
97
SNS Financial Group
Minnesota
$10.9M -$23.8K -168 -0.2%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$10.7M +$1.27M +8,950 +12%
MFG
99
Merit Financial Group
Georgia
$10.7M +$4.58M +32,344 +64%
LI
100
LMCG Investments
Massachusetts
$10.7M +$129K +910 +1%