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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LI
101
LMCG Investments
Massachusetts
$10.6M -$75.9K -547 -0.7%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$10.5M +$1.91M +13,793 +21%
OWA
103
Octavia Wealth Advisors
Ohio
$10.5M +$2.27M +16,352 +26%
AWM
104
AE Wealth Management
Kansas
$10.5M -$48.3K -348 -0.4%
GWM
105
Geneos Wealth Management
Colorado
$10.4M +$9.19M +66,216 +601%
SS
106
Simplicity Solutions
Minnesota
$10.3M +$10.1M +72,486 +1,653%
SWM
107
Southern Wealth Management
Texas
$10.3M -$38K -274 -0.4%
VWA
108
Visionary Wealth Advisors
Illinois
$10.3M -$1.61M -11,588 -13%
BPA
109
Beacon Pointe Advisors
California
$10.1M -$326K -2,349 -3%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$9.95M -$5.41M -39,001 -34%
CAP
111
Columbia Advisory Partners
Washington
$9.92M -$5.81M -41,915 -36%
LFS
112
Lutz Financial Services
Nebraska
$9.82M +$898K +6,473 +10%
SC
113
Sepio Capital
Utah
$9.67M +$15.7K +113 +0.2%
EDRIA
114
Edmonds Duncan Registered Investment Advisors
Kansas
$9.59M +$214K +1,541 +2%
BCM
115
Brookstone Capital Management
Illinois
$9.48M -$1.16M -8,330 -11%
BFG
116
Bleakley Financial Group
New Jersey
$9.43M -$1.52M -10,986 -14%
DC
117
Davenport & Co
Virginia
$9.25M +$630K +4,541 +7%
CI
118
CX Institutional
Indiana
$9.2M +$3.42M +24,621 +56%
BF
119
BOK Financial
Oklahoma
$8.96M -$948K -6,833 -9%
KBFS
120
Kohmann Bosshard Financial Services
Ohio
$8.88M +$742K +5,348 +9%
DADC
121
D.A. Davidson & Co
Montana
$8.85M -$53.7K -387 -0.6%
Bank of New York Mellon
122
Bank of New York Mellon
New York
$8.77M -$7.49M -54,001 -45%
MCM
123
MAI Capital Management
Ohio
$8.69M +$101K +730 +1%
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$8.64M +$8.73M +62,900 +3,978%
PMG
125
ProVise Management Group
Florida
$8.63M +$2.73M +19,655 +44%