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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
101
Bleakley Financial Group
New Jersey
$11M +$10.9M +81,301 New
BCM
102
Brookstone Capital Management
Illinois
$11M -$1.29M -9,585 -11%
LI
103
LMCG Investments
Massachusetts
$10.8M +$94.2K +702 +0.9%
AWM
104
AE Wealth Management
Kansas
$10.6M -$1.03M -7,679 -9%
BPA
105
Beacon Pointe Advisors
California
$10.5M -$133K -988 -1%
SWM
106
Southern Wealth Management
Texas
$10.4M +$15K +112 +0.1%
AW
107
Avion Wealth
Texas
$10.2M – – –
APP
108
Avantax Planning Partners
Iowa
$10M -$1.21M -8,989 -11%
BF
109
BOK Financial
Oklahoma
$9.96M -$103K -770 -1%
SC
110
Sepio Capital
Utah
$9.74M – – –
AFS
111
Amtrust Financial Services
New York
$9.47M -$10.3M -77,000 -52%
EDRIA
112
Edmonds Duncan Registered Investment Advisors
Kansas
$9.46M -$122K -908 -1%
NA
113
NewEdge Advisors
Louisiana
$9.45M +$2.36M +17,604 +17%
EC
114
Estate Counselors
Wisconsin
$9.37M +$9.3M +69,289 New
CPIG
115
Chicago Partners Investment Group
Illinois
$9.21M +$93.9K +700 +1%
IWC
116
Integrated Wealth Concepts
Massachusetts
$9.05M +$8.47M +63,167 +1,690%
LFS
117
Lutz Financial Services
Nebraska
$9.03M +$72.4K +540 +0.8%
DADC
118
D.A. Davidson & Co
Montana
$8.98M +$193K +1,441 +2%
CB
119
Commerce Bank
Missouri
$8.98M -$1.39M -10,382 -14%
AA
120
Alesco Advisors
New York
$8.98M +$408K +3,045 +5%
ACA
121
Atlas Capital Advisors
Wyoming
$8.97M +$2.62M +19,534 +42%
CWAG
122
Compton Wealth Advisory Group
Virginia
$8.94M -$1.15M -8,571 -11%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$8.74M +$638K +4,759 +8%
DWA
124
Dougherty Wealth Advisers
Minnesota
$8.72M +$668K +4,979 +8%
DC
125
Davenport & Co
Virginia
$8.72M +$124K +925 +1%