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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
101
Forte Capital
New York
$11.4M -$132K -987 -1%
BFG
102
Bleakley Financial Group
New Jersey
$11M +$10.9M +81,301 New
BCM
103
Brookstone Capital Management
Illinois
$11M -$1.29M -9,585 -11%
LI
104
LMCG Investments
Massachusetts
$10.8M +$94.2K +702 +0.9%
AWM
105
AE Wealth Management
Kansas
$10.6M -$1.03M -7,679 -9%
BPA
106
Beacon Pointe Advisors
California
$10.5M -$133K -988 -1%
SWM
107
Southern Wealth Management
Texas
$10.4M +$15K +112 +0.1%
AW
108
Avion Wealth
Texas
$10.2M
APP
109
Avantax Planning Partners
Iowa
$10M -$1.21M -8,989 -11%
BF
110
BOK Financial
Oklahoma
$9.96M -$103K -770 -1%
SC
111
Sepio Capital
Utah
$9.74M
AFS
112
Amtrust Financial Services
New York
$9.47M -$10.3M -77,000 -52%
EDRIA
113
Edmonds Duncan Registered Investment Advisors
Kansas
$9.46M -$122K -908 -1%
NA
114
NewEdge Advisors
Louisiana
$9.45M +$2.36M +17,604 +17%
EC
115
Estate Counselors
Wisconsin
$9.37M +$9.3M +69,289 New
CPIG
116
Chicago Partners Investment Group
Illinois
$9.21M +$93.9K +700 +1%
IWC
117
Integrated Wealth Concepts
Massachusetts
$9.05M +$8.47M +63,167 +1,690%
LFS
118
Lutz Financial Services
Nebraska
$9.03M +$72.4K +540 +0.8%
DADC
119
D.A. Davidson & Co
Montana
$8.98M +$193K +1,441 +2%
CB
120
Commerce Bank
Missouri
$8.98M -$1.39M -10,382 -14%
AA
121
Alesco Advisors
New York
$8.98M +$408K +3,045 +5%
ACA
122
Atlas Capital Advisors
Wyoming
$8.97M +$2.62M +19,534 +42%
CWAG
123
Compton Wealth Advisory Group
Virginia
$8.94M -$1.15M -8,571 -11%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$8.74M +$638K +4,759 +8%
DWA
125
Dougherty Wealth Advisers
Minnesota
$8.72M +$668K +4,979 +8%