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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
101
Leavell Investment Management
Alabama
$11.9M -$2.34M -17,564 -17%
OWA
102
Octavia Wealth Advisors
Ohio
$11.7M +$812K +6,093 +8%
AWM
103
AE Wealth Management
Kansas
$11.6M +$751K +5,630 +7%
SOWBOCOPL
104
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$11.3M +$147K +1,100 +1%
VWA
105
Visionary Wealth Advisors
Illinois
$11.3M +$671K +5,033 +7%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$11.1M -$3.79M -28,434 -26%
BCM
107
Brookstone Capital Management
Illinois
$10.7M +$911K +6,835 +10%
FC
108
Forte Capital
New York
$10.4M -$935K -7,015 -9%
EDRIA
109
Edmonds Duncan Registered Investment Advisors
Kansas
$10.4M +$457K +3,425 +5%
LI
110
LMCG Investments
Massachusetts
$10.3M -$569K -4,271 -5%
WSFS
111
Wilmington Savings Fund Society
Delaware
$10M +$9.67M +72,553 New
KBFS
112
Kohmann Bosshard Financial Services
Ohio
$10M +$841K +6,309 +10%
ES
113
Eagle Strategies
New York
$9.91M -$2.86M -21,454 -23%
LFS
114
Lutz Financial Services
Nebraska
$9.79M -$327K -2,454 -3%
PMG
115
ProVise Management Group
Florida
$9.74M +$808K +6,059 +9%
CAP
116
Columbia Advisory Partners
Washington
$9.68M -$536K -4,024 -5%
CI
117
CX Institutional
Indiana
$9.47M -$31.3K -235 -0.3%
PP
118
Prosperity Planning
Missouri
$9.43M +$563K +4,221 +7%
GWM
119
Geneos Wealth Management
Colorado
$9.4M -$1.24M -9,279 -12%
CPIG
120
Chicago Partners Investment Group
Illinois
$9.34M +$471K +3,535 +6%
DC
121
Davenport & Co
Virginia
$9.32M -$219K -1,642 -2%
DADC
122
D.A. Davidson & Co
Montana
$9.24M +$98.9K +742 +1%
MCM
123
MAI Capital Management
Ohio
$9.05M +$85.6K +642 +1%
Citadel Advisors
124
Citadel Advisors
Florida
$9M +$8.67M +65,031 New
Bank of New York Mellon
125
Bank of New York Mellon
New York
$8.96M -$88.5K -664 -1%