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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
76
Natixis Advisors
Massachusetts
$22.5M +$2.65M +15,131 +14%
AA
77
Aire Advisors
California
$22.5M +$172K +981 +0.8%
P
78
&Partners
Tennessee
$22.3M +$1.44M +8,219 +7%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$21.8M +$494K +2,823 +2%
SI
80
Stephens Inc
Arkansas
$20.6M +$419K +2,395 +2%
AI
81
Arvest Investments
Arkansas
$19.6M +$367K +2,095 +2%
FAT
82
First American Trust
California
$19.4M -$471K -2,690 -2%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$18.9M +$369K +2,108 +2%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$18.8M -$356K -2,033 -2%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$18.7M -$439K -2,511 -2%
BMCM
86
Bryn Mawr Capital Management
Pennsylvania
$18.6M +$1.69M +9,647 +10%
PWM
87
Praetorian Wealth Management
California
$18.5M -$21.5K -123 -0.1%
SFG
88
Sage Financial Group
Pennsylvania
$18.4M +$63.4K +362 +0.3%
LNB
89
Ledyard National Bank
$18.2M -$285K -1,629 -2%
AA
90
Advisory Alpha
Michigan
$18.1M +$177K +1,012 +1%
CAM
91
Cresset Asset Management
Illinois
$18M +$13M +74,394 +274%
OFP
92
OLIO Financial Planning
Virginia
$17.3M +$648K +3,700 +4%
SIA
93
Strategic Investment Advisors
Michigan
$17.2M +$2.22M +12,677 +15%
MFIM
94
Mesirow Financial Investment Management
Illinois
$17.2M -$8.71M -49,789 -34%
AMG
95
Asset Management Group
Connecticut
$17.1M +$108K +618 +0.6%
EWA
96
ERTS Wealth Advisors
Michigan
$17M +$455K +2,602 +3%
PGFC
97
Peapack-Gladstone Financial Corp
New Jersey
$16.4M -$674K -3,852 -4%
DWA
98
Dougherty Wealth Advisers
Minnesota
$16.4M +$778K +4,445 +5%
PMG
99
ProVise Management Group
Florida
$16.2M +$635K +3,631 +4%
CPIG
100
Chicago Partners Investment Group
Illinois
$16.1M +$208K +1,190 +1%