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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Aire Advisors
California
$19.7M +$266K +1,574 +1%
SC
77
Sepio Capital
Utah
$19.5M +$5.3M +31,441 +35%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$19.1M -$552K -3,272 -3%
SI
79
Stephens Inc
Arkansas
$19M -$335K -1,987 -2%
CFG
80
Clayton Financial Group
Missouri
$17.5M +$697K +4,130 +4%
SFG
81
Sage Financial Group
Pennsylvania
$17.4M -$144K -851 -0.8%
LNB
82
Ledyard National Bank
$17.1M -$399K -2,364 -2%
AI
83
Arvest Investments
Arkansas
$16.8M -$370K -2,192 -2%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$16.4M +$2.06M +12,215 +14%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$16.3M -$775K -4,594 -4%
PGFC
86
Peapack-Gladstone Financial Corp
New Jersey
$16.1M -$172K -1,017 -1%
PPW
87
Presilium Private Wealth
Pennsylvania
$16.1M +$434K +2,570 +3%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$15.8M +$1.32M +7,845 +9%
AMG
89
Asset Management Group
Connecticut
$15.5M -$161K -957 -1%
EK
90
Evensky & Katz
Florida
$15.3M -$628K -3,720 -4%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$15.2M -$716K -4,243 -4%
LI
92
LMCG Investments
Massachusetts
$14.2M +$2.26M +13,403 +18%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$13.9M +$231K +1,367 +2%
CWAG
94
Compton Wealth Advisory Group
Virginia
$13.7M +$2.05M +12,132 +17%
CA
95
Capital Advantage
California
$13.6M -$397K -2,356 -3%
OFP
96
OLIO Financial Planning
Virginia
$13.5M +$2.77M +16,395 +24%
MWM
97
Modera Wealth Management
New Jersey
$13.5M +$14.1M +83,404 New
CPIG
98
Chicago Partners Investment Group
Illinois
$13.3M +$91.3K +541 +0.7%
PMG
99
ProVise Management Group
Florida
$13M +$313K +1,855 +2%
DWA
100
Dougherty Wealth Advisers
Minnesota
$12.4M +$860K +5,099 +7%