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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$12.4M +$11.4M +77,244 +1,440%
SWM
102
Southern Wealth Management
Texas
$12.3M +$833K +5,662 +7%
LI
103
LMCG Investments
Massachusetts
$12.2M +$12M +81,835 New
AA
104
Aire Advisors
California
$12M +$1.12M +7,600 +10%
WTA
105
Washington Trust Advisors
Massachusetts
$11.9M +$96.9K +659 +0.8%
EDRIA
106
Edmonds Duncan Registered Investment Advisors
Kansas
$11.4M +$116K +787 +1%
AMG
107
Asset Management Group
Connecticut
$11.1M +$502K +3,412 +5%
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$11.1M +$665K +4,520 +7%
CB
109
Commerce Bank
Missouri
$10.9M +$977K +6,645 +10%
JFG
110
JMG Financial Group
Illinois
$10.7M +$5.05M +34,363 +92%
BF
111
BOK Financial
Oklahoma
$10.2M +$773K +5,258 +8%
MCM
112
MAI Capital Management
Ohio
$10M +$2.07M +14,062 +27%
AA
113
Alesco Advisors
New York
$10M +$265K +1,802 +3%
EC
114
Estate Counselors
Wisconsin
$9.99M +$9.81M +66,735 New
LFS
115
Lutz Financial Services
Nebraska
$9.81M +$298K +2,026 +3%
CWM
116
Cranbrook Wealth Management
Michigan
$9.67M -$96.5K -656 -1%
AW
117
Avion Wealth
Texas
$9.45M +$1.26M +8,596 +16%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$9.38M -$757K -5,149 -8%
DC
119
Davenport & Co
Virginia
$9.35M +$136K +923 +2%
BMCM
120
Bryn Mawr Capital Management
Pennsylvania
$9.27M +$658K +4,474 +8%
MMA
121
Miracle Mile Advisors
California
$9.24M +$139K +947 +2%
PAS
122
Park Avenue Securities
New York
$9.16M +$826K +5,614 +10%
PP
123
Prosperity Planning
Missouri
$8.89M
BSB
124
Bangor Savings Bank
Maine
$8.82M +$895K +6,086 +12%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$8.78M +$1.69M +11,468 +24%