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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
101
Strategic Investment Advisors
Michigan
$11.9M +$1.06M +6,275 +9%
LFS
102
Lutz Financial Services
Nebraska
$11.8M -$33.7K -200 -0.3%
DC
103
Davenport & Co
Virginia
$11.8M +$172K +1,020 +1%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$11.5M -$56.5K -335 -0.5%
OSAM
105
O'Shaughnessy Asset Management
Connecticut
$11.4M -$85.7K -508 -0.7%
AA
106
Advisory Alpha
Michigan
$11.1M -$40.8K -242 -0.4%
GWM
107
Geneos Wealth Management
Colorado
$10.8M -$101K -597 -0.9%
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$10.7M +$2.43M +14,400 +28%
P
109
&Partners
Tennessee
$10.6M +$7.75M +45,965 +238%
MFG
110
Merit Financial Group
Georgia
$10.4M +$368K +2,181 +4%
ES
111
Eagle Strategies
New York
$10.2M +$140K +832 +1%
ACA
112
Atlas Capital Advisors
Wyoming
$10.1M +$117K +693 +1%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$10.1M +$33.1K +196 +0.3%
BF
114
BOK Financial
Oklahoma
$10.1M +$131K +779 +1%
PAS
115
Park Avenue Securities
New York
$10M +$1.19M +7,036 +13%
IHWM
116
Iron Horse Wealth Management
Iowa
$9.81M +$255K +1,512 +3%
PWM
117
Provident Wealth Management
Tennessee
$9.79M +$703K +4,165 +7%
PCM
118
Payne Capital Management
New York
$9.78M +$10.2M +60,480 New
JFG
119
JMG Financial Group
Illinois
$9.75M -$8.1K -48 -0.1%
LIM
120
Leavell Investment Management
Alabama
$9.71M -$191K -1,133 -2%
WANY
121
Wealthspire Advisors (New York)
New York
$9.65M -$366K -2,168 -4%
MCM
122
MAI Capital Management
Ohio
$9.63M +$949K +5,623 +10%
BMCM
123
Bryn Mawr Capital Management
Pennsylvania
$9.63M +$1.31M +7,776 +15%
MPWT
124
MassMutual Private Wealth & Trust
Connecticut
$9.61M +$1.29M +7,620 +15%
CB
125
Commerce Bank
Missouri
$9.61M +$645K +3,826 +7%