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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
$15.9M +$888K +6,618 +6%
AA
77
Aire Advisors
California
$15.8M +$1.51M +11,235 +11%
CAP
78
Columbia Advisory Partners
Washington
$15.7M +$1.91M +14,219 +14%
ML
79
McAdam LLC
Pennsylvania
$15.5M -$5.09M -37,978 -27%
CAN
80
Cetera Advisor Networks
California
$15.3M +$3.57M +26,583 +31%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$15.3M +$9.24M +68,897 +155%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$15.1M +$5.46M +40,691 +57%
LNB
83
Ledyard National Bank
$14.6M -$94.4K -704 -0.6%
PGFC
84
Peapack-Gladstone Financial Corp
New Jersey
$14.5M +$257K +1,915 +2%
AF
85
Allworth Financial
California
$14.5M -$306K -2,282 -2%
EK
86
Evensky & Katz
Florida
$14.4M +$16.1K +120 +0.1%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$14.4M +$2.49M +18,570 +21%
EI
88
Ellevest Inc
New York
$14M +$358K +2,666 +3%
SFG
89
Sage Financial Group
Pennsylvania
$13.7M -$44.1K -329 -0.3%
LIM
90
Leavell Investment Management
Alabama
$13.7M -$272K -2,030 -2%
RWG
91
Ratio Wealth Group
Colorado
$13.6M +$193K +1,441 +1%
AA
92
ALPS Advisors
Colorado
$13.5M -$47K -350 -0.3%
EWP
93
Engrave Wealth Partners
Texas
$13.4M +$13.4K +100 +0.1%
WANY
94
Wealthspire Advisors (New York)
New York
$13.2M -$1.97M -14,713 -13%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$13.1M -$1.5M -11,188 -10%
WIA
96
World Investment Advisors
California
$13M +$11.6M +86,625 +911%
AMG
97
Asset Management Group
Connecticut
$12.3M +$366K +2,728 +3%
VWA
98
Visionary Wealth Advisors
Illinois
$11.9M +$10.8M +80,291 +1,035%
PPW
99
Presilium Private Wealth
Pennsylvania
$11.6M +$11.5M +85,426 New
SFG
100
SNS Financial Group
Minnesota
$11.5M +$361K +2,693 +3%