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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AW
76
Avion Wealth
Texas
$17.9M +$202K +1,377 +1%
AI
77
Arvest Investments
Arkansas
$17.9M -$461K -3,140 -3%
MFIM
78
Mesirow Financial Investment Management
Illinois
$17.4M +$4.77M +32,466 +41%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$17.3M -$442K -3,012 -3%
LNB
80
Ledyard National Bank
$16.8M +$15.1K +103 +0.1%
SFG
81
Sage Financial Group
Pennsylvania
$16.7M -$97.5K -664 -0.6%
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$15.8M -$179K -1,216 -1%
EK
83
Evensky & Katz
Florida
$15.7M -$151K -1,028 -1%
IWC
84
Integrated Wealth Concepts
Massachusetts
$15.6M -$2.71M -18,474 -16%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$15.5M -$4.45M -30,313 -25%
CFG
86
Clayton Financial Group
Missouri
$15.4M +$614K +4,182 +4%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$15.2M +$1.61M +10,980 +13%
Prudential Financial
88
Prudential Financial
New Jersey
$15.1M -$1.29M -8,820 -8%
AMG
89
Asset Management Group
Connecticut
$15M +$79.7K +543 +0.6%
PPW
90
Presilium Private Wealth
Pennsylvania
$14.3M +$552K +3,761 +4%
SC
91
Sepio Capital
Utah
$13.9M -$252K -1,719 -2%
ACA
92
Atlas Capital Advisors
Wyoming
$13.4M +$4.55M +31,009 +57%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$13.2M +$843K +5,743 +7%
EDRIA
94
Edmonds Duncan Registered Investment Advisors
Kansas
$13M +$100K +682 +0.8%
SOWBOCOPL
95
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$12.7M
LFS
96
Lutz Financial Services
Nebraska
$12.5M -$145K -986 -1%
APP
97
Avantax Planning Partners
Iowa
$12.3M -$1.14M -7,756 -9%
PP
98
Prosperity Planning
Missouri
$12.3M +$591K +4,028 +5%
PMG
99
ProVise Management Group
Florida
$11.9M +$135K +917 +1%
CPIG
100
Chicago Partners Investment Group
Illinois
$11.9M +$864K +5,886 +8%