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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$19.5M +$542K +3,315 +3%
SI
77
Stephens Inc
Arkansas
$19M +$114K +700 +0.6%
SFA
78
Sequoia Financial Advisors
Ohio
$18.8M -$9.01M -55,098 -32%
CFG
79
Clayton Financial Group
Missouri
$18.1M +$732K +4,476 +4%
EI
80
Ellevest Inc
New York
$17.6M -$2.53M -15,497 -12%
SFG
81
Sage Financial Group
Pennsylvania
$17.1M -$86.2K -527 -0.5%
LNB
82
Ledyard National Bank
$16.8M -$139K -850 -0.8%
AI
83
Arvest Investments
Arkansas
$16.8M +$186K +1,139 +1%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$16.7M +$526K +3,217 +3%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$16.2M +$597K +3,653 +4%
Natixis Advisors
86
Natixis Advisors
Massachusetts
$16.1M -$160K -978 -1%
PCM
87
Penserra Capital Management
California
$16M +$16.3M +99,790 New
PGFC
88
Peapack-Gladstone Financial Corp
New Jersey
$15.9M -$138K -844 -0.8%
AMG
89
Asset Management Group
Connecticut
$15.5M +$64.1K +392 +0.4%
LI
90
LMCG Investments
Massachusetts
$15.1M +$971K +5,942 +7%
EK
91
Evensky & Katz
Florida
$14.5M -$740K -4,528 -5%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$14.4M -$690K -4,218 -4%
AA
93
Advisory Alpha
Michigan
$14.1M +$3.11M +19,021 +28%
OFP
94
OLIO Financial Planning
Virginia
$13.9M +$514K +3,145 +4%
CWAG
95
Compton Wealth Advisory Group
Virginia
$13.7M +$63.9K +391 +0.5%
MWM
96
Modera Wealth Management
New Jersey
$13.7M +$286K +1,747 +2%
PMG
97
ProVise Management Group
Florida
$13.6M +$728K +4,452 +6%
CA
98
Capital Advantage
California
$13.6M
HIP
99
HUB Investment Partners
Texas
$13.3M +$12.8M +78,015 +1,567%
CJH
100
Christopher J. Hasenberg
Wisconsin
$13.3M -$10.6M -64,587 -44%