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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$18.2M +$335K +1,733 +2%
LFS
102
Lutz Financial Services
Nebraska
$17.6M -$158K -815 -0.9%
SC
103
Savant Capital
Illinois
$17.5M +$12.7M +65,504 +295%
CWAG
104
Compton Wealth Advisory Group
Virginia
$17.4M -$95.6K -494 -0.6%
PS
105
Principal Securities
Iowa
$17.3M +$3.13M +16,189 +23%
CFG
106
Clayton Financial Group
Missouri
$17.2M +$286K +1,477 +2%
SA
107
Sanctuary Advisors
Indiana
$16.5M +$847K +4,379 +6%
FHC
108
First Horizon Corporation
Tennessee
$16.5M +$201K +1,041 +1%
KPWS
109
Kestra Private Wealth Services
Texas
$16.4M -$46.2K -239 -0.3%
SWA
110
SOA Wealth Advisors
New York
$16.3M +$455K +2,353 +3%
Brown Advisory
111
Brown Advisory
Maryland
$16.1M -$132K -684 -0.8%
PMG
112
ProVise Management Group
Florida
$16.1M -$2.13M -11,025 -12%
EK
113
Evensky & Katz
Florida
$15.9M -$480K -2,482 -3%
ABC
114
Associated Banc-Corp
Wisconsin
$15.7M +$147K +759 +1%
SCP
115
Stevens Capital Partners
Nebraska
$15.6M +$1.54M +7,943 +11%
PCM
116
Payne Capital Management
New York
$15.3M +$241K +1,245 +2%
EWA
117
ERTS Wealth Advisors
Michigan
$15.2M -$58K -300 -0.4%
EWM
118
Empirical Wealth Management
Washington
$15.1M +$1.05M +5,436 +8%
PAG
119
Private Advisor Group
New Jersey
$14.6M -$42.9M -221,975 -75%
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$14.2M -$211K -1,091 -2%
BF
121
BOK Financial
Oklahoma
$14M -$64.2K -332 -0.5%
ES
122
Eagle Strategies
New York
$13.9M +$326K +1,687 +2%
RFA
123
RTD Financial Advisors
Pennsylvania
$13.8M -$365K -1,889 -3%
MCM
124
MAI Capital Management
Ohio
$13.6M +$248K +1,284 +2%
SC
125
Sepio Capital
Utah
$13.4M -$122K -630 -0.9%