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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
76
BHK Investment Advisors
Alabama
$17.4M -$4.86M -36,171 -23%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$17.4M -$371K -2,759 -2%
EI
78
Ellevest Inc
New York
$17.4M +$530K +3,946 +3%
IWC
79
Integrated Wealth Concepts
Massachusetts
$17.2M -$3.23M -24,042 -17%
KAS
80
Kestra Advisory Services
Texas
$17.2M +$352K +2,623 +2%
AI
81
Arvest Investments
Arkansas
$17.1M +$15.8M +117,937 New
Baird Financial Group
82
Baird Financial Group
Wisconsin
$16.5M -$4.99M -37,182 -25%
AW
83
Avion Wealth
Texas
$16.5M -$251K -1,868 -2%
SFG
84
Sage Financial Group
Pennsylvania
$15.7M -$157K -1,166 -1%
LNB
85
Ledyard National Bank
$15.6M -$101K -750 -0.7%
Prudential Financial
86
Prudential Financial
New Jersey
$15.4M -$1.4M -10,396 -9%
PGFC
87
Peapack-Gladstone Financial Corp
New Jersey
$14.8M -$354K -2,638 -3%
EK
88
Evensky & Katz
Florida
$14.7M +$11K +82 +0.1%
AMG
89
Asset Management Group
Connecticut
$13.9M -$112K -834 -0.9%
CFG
90
Clayton Financial Group
Missouri
$13.7M +$12.7M +94,654 New
OWA
91
Octavia Wealth Advisors
Ohio
$13.4M +$580K +4,319 +5%
SC
92
Sepio Capital
Utah
$13.1M +$3.09K +23 +0%
PPW
93
Presilium Private Wealth
Pennsylvania
$12.8M -$1.16M -8,646 -9%
APP
94
Avantax Planning Partners
Iowa
$12.6M +$171K +1,274 +1%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$12.6M -$1.26M -9,363 -10%
EDRIA
96
Edmonds Duncan Registered Investment Advisors
Kansas
$12M +$78.3K +583 +0.7%
SOWBOCOPL
97
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$11.8M
AWM
98
AE Wealth Management
Kansas
$11.8M -$1.03M -7,688 -9%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$11.8M -$4.65M -34,644 -30%
LFS
100
Lutz Financial Services
Nebraska
$11.7M +$1.52M +11,337 +16%