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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
101
Mesirow Financial Investment Management
Illinois
$11.5M +$10.6M +79,152 New
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$11.4M -$2.96M -22,049 -22%
WANY
103
Wealthspire Advisors (New York)
New York
$11.2M -$501K -3,728 -5%
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$11.2M -$663K -4,938 -6%
KBFS
105
Kohmann Bosshard Financial Services
Ohio
$11M -$98.2K -731 -1%
PMG
106
ProVise Management Group
Florida
$11M +$109K +812 +1%
PP
107
Prosperity Planning
Missouri
$10.9M +$456K +3,395 +5%
LI
108
LMCG Investments
Massachusetts
$10.4M -$40K -298 -0.4%
CPIG
109
Chicago Partners Investment Group
Illinois
$10.4M +$278K +2,073 +3%
AFS
110
Annapolis Financial Services
Maryland
$10.2M +$1.15M +8,570 +14%
CSPAM
111
Cary Street Partners Asset Management
Virginia
$10.2M +$694K +5,167 +6%
ES
112
Eagle Strategies
New York
$10.2M -$29.3K -218 -0.3%
DC
113
Davenport & Co
Virginia
$10M +$6.31K +47 +0.1%
LIM
114
Leavell Investment Management
Alabama
$9.87M -$1.92M -14,281 -17%
OFP
115
OLIO Financial Planning
Virginia
$9.82M +$534K +3,979 +6%
CWAG
116
Compton Wealth Advisory Group
Virginia
$9.82M +$1.45M +10,826 +19%
CCA
117
Checchi Capital Advisers
California
$9.81M +$6.7M +49,887 +281%
GWM
118
Geneos Wealth Management
Colorado
$9.81M -$152K -1,134 -2%
DWA
119
Dougherty Wealth Advisers
Minnesota
$9.75M +$563K +4,195 +7%
VWA
120
Visionary Wealth Advisors
Illinois
$9.5M -$639K -4,758 -7%
CAP
121
Columbia Advisory Partners
Washington
$9.45M -$361K -2,691 -4%
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$9.29M +$15.3K +114 +0.2%
SCA
123
Scott Capital Advisors
Oregon
$8.76M -$8.73K -65 -0.1%
JFG
124
JMG Financial Group
Illinois
$8.73M -$154K -1,145 -2%
DADC
125
D.A. Davidson & Co
Montana
$8.65M +$56.3K +419 +0.7%