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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$20.4M -$1.11M -6,534 -5%
SI
77
Stephens Inc
Arkansas
$19.9M -$630K -3,704 -3%
FAT
78
First American Trust
California
$19.5M +$77.4K +455 +0.4%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$19.5M +$1.26M +7,378 +7%
AI
80
Arvest Investments
Arkansas
$18.9M +$560K +3,291 +3%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$18.9M +$180K +1,056 +1%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$18.8M -$1.41M -8,262 -7%
PWM
83
Praetorian Wealth Management
California
$18.3M -$57.2K -336 -0.3%
LNB
84
Ledyard National Bank
$18.2M -$96.8K -569 -0.5%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$18.2M -$2.56M -15,034 -13%
SFG
86
Sage Financial Group
Pennsylvania
$18.1M -$166K -977 -0.9%
AA
87
Advisory Alpha
Michigan
$17.6M +$1.6M +9,380 +10%
PGFC
88
Peapack-Gladstone Financial Corp
New Jersey
$16.8M -$273K -1,605 -2%
AMG
89
Asset Management Group
Connecticut
$16.7M +$60.4K +355 +0.4%
BMCM
90
Bryn Mawr Capital Management
Pennsylvania
$16.6M +$1.16M +6,792 +8%
OFP
91
OLIO Financial Planning
Virginia
$16.4M +$783K +4,602 +5%
EWA
92
ERTS Wealth Advisors
Michigan
$16.3M +$397K +2,333 +3%
SIA
93
Strategic Investment Advisors
Michigan
$16.2M -$655K -3,851 -4%
LFS
94
Lutz Financial Services
Nebraska
$15.6M -$208K -1,220 -1%
DWA
95
Dougherty Wealth Advisers
Minnesota
$15.4M +$503K +2,958 +3%
CWAG
96
Compton Wealth Advisory Group
Virginia
$15.3M +$12.1K +71 +0.1%
PMG
97
ProVise Management Group
Florida
$15.3M +$561K +3,299 +4%
LI
98
LMCG Investments
Massachusetts
$15.1M -$658K -3,867 -4%
EK
99
Evensky & Katz
Florida
$15M -$479K -2,815 -3%
CPIG
100
Chicago Partners Investment Group
Illinois
$14.9M +$424K +2,493 +3%