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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
$13.5M +$265K +1,960 +2%
AF
77
Allworth Financial
California
$13.3M -$432K -3,193 -3%
LNB
78
Ledyard National Bank
$13.2M +$370K +2,736 +3%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$13.2M +$2.8M +20,690 +24%
EK
80
Evensky & Katz
Florida
$13M -$377K -2,788 -3%
AA
81
Aire Advisors
California
$12.8M +$1.61M +11,869 +13%
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$12.8M -$27.8K -205 -0.2%
LIM
83
Leavell Investment Management
Alabama
$12.5M +$645K +4,766 +5%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$12.5M +$2.66M +19,616 +24%
NA
85
NewEdge Advisors
Louisiana
$12.4M +$809K +5,974 +6%
SFG
86
Sage Financial Group
Pennsylvania
$12.4M +$102K +755 +0.7%
CAP
87
Columbia Advisory Partners
Washington
$12.4M +$163K +1,201 +1%
EI
88
Ellevest Inc
New York
$12.3M +$454K +3,351 +3%
AA
89
ALPS Advisors
Colorado
$12.2M -$67.7K -500 -0.5%
RWG
90
Ratio Wealth Group
Colorado
$12.1M +$354K +2,612 +3%
EWP
91
Engrave Wealth Partners
Texas
$11.7M -$94.2K -696 -0.7%
BCM
92
Brookstone Capital Management
Illinois
$10.8M -$333K -2,459 -3%
AMG
93
Asset Management Group
Connecticut
$10.8M +$968K +7,153 +9%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$10.7M -$152K -1,122 -1%
CAN
95
Cetera Advisor Networks
California
$10.6M +$1.28M +9,489 +12%
AWM
96
AE Wealth Management
Kansas
$10.5M -$13.5M -99,794 -54%
FC
97
Forte Capital
New York
$10.4M -$194K -1,430 -2%
PCFFS
98
Pacific Center for Financial Services
California
$10.4M -$141K -1,039 -1%
SWM
99
Southern Wealth Management
Texas
$10.3M -$572K -4,226 -5%
AW
100
Avion Wealth
Texas
$10.2M +$1.3M +9,568 +13%