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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$17.6M +$488K +3,082 +3%
AI
77
Arvest Investments
Arkansas
$17.3M +$83.4K +527 +0.5%
LNB
78
Ledyard National Bank
$17.3M +$6.81K +43 +0%
PWM
79
Praetorian Wealth Management
California
$17.3M -$4.87M -30,764 -23%
SFG
80
Sage Financial Group
Pennsylvania
$17.2M -$363K -2,292 -2%
Natixis Advisors
81
Natixis Advisors
Massachusetts
$17.1M +$604K +3,812 +4%
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$16.1M -$124K -783 -0.8%
AMG
83
Asset Management Group
Connecticut
$15.7M -$146K -923 -1%
AA
84
Advisory Alpha
Michigan
$15.1M +$671K +4,235 +5%
EWA
85
ERTS Wealth Advisors
Michigan
$15M -$13.5M -85,285 -48%
LFS
86
Lutz Financial Services
Nebraska
$14.9M +$2.99M +18,853 +26%
LI
87
LMCG Investments
Massachusetts
$14.9M -$577K -3,646 -4%
OFP
88
OLIO Financial Planning
Virginia
$14.7M +$430K +2,713 +3%
EK
89
Evensky & Katz
Florida
$14.6M -$298K -1,879 -2%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$14.5M -$254K -1,602 -2%
BMCM
91
Bryn Mawr Capital Management
Pennsylvania
$14.5M +$2.49M +15,724 +22%
SIA
92
Strategic Investment Advisors
Michigan
$14.5M +$1.15M +7,277 +9%
CWAG
93
Compton Wealth Advisory Group
Virginia
$14.4M +$377K +2,381 +3%
CPIG
94
Chicago Partners Investment Group
Illinois
$14.2M +$61.3K +387 +0.5%
DWA
95
Dougherty Wealth Advisers
Minnesota
$14M +$1.13M +7,108 +9%
MWM
96
Modera Wealth Management
New Jersey
$13.9M -$147K -928 -1%
PMG
97
ProVise Management Group
Florida
$13.8M -$61.6K -389 -0.5%
HIP
98
HUB Investment Partners
Texas
$13.6M -$9.18K -58 -0.1%
DC
99
Davenport & Co
Virginia
$13.4M +$812K +5,126 +7%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$12.7M -$821K -5,183 -6%