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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
101
Lutz Financial Services
Nebraska
$11.8M -$33.7K -200 -0.3%
DC
102
Davenport & Co
Virginia
$11.8M +$172K +1,020 +1%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$11.5M -$56.5K -335 -0.5%
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$11.4M -$85.7K -508 -0.7%
AA
105
Advisory Alpha
Michigan
$11.1M -$40.8K -242 -0.4%
GWM
106
Geneos Wealth Management
Colorado
$10.8M -$101K -597 -0.9%
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$10.7M +$2.43M +14,400 +28%
P
108
&Partners
Tennessee
$10.6M +$7.75M +45,965 +238%
MFG
109
Merit Financial Group
Georgia
$10.4M +$368K +2,181 +4%
ES
110
Eagle Strategies
New York
$10.2M +$140K +832 +1%
ACA
111
Atlas Capital Advisors
Wyoming
$10.1M +$117K +693 +1%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$10.1M +$33.1K +196 +0.3%
BF
113
BOK Financial
Oklahoma
$10.1M +$131K +779 +1%
PAS
114
Park Avenue Securities
New York
$10M +$1.19M +7,036 +13%
IHWM
115
Iron Horse Wealth Management
Iowa
$9.81M +$255K +1,512 +3%
PWM
116
Provident Wealth Management
Tennessee
$9.79M +$703K +4,165 +7%
PCM
117
Payne Capital Management
New York
$9.78M +$10.2M +60,480 New
JFG
118
JMG Financial Group
Illinois
$9.75M -$8.1K -48 -0.1%
LIM
119
Leavell Investment Management
Alabama
$9.71M -$191K -1,133 -2%
WANY
120
Wealthspire Advisors (New York)
New York
$9.65M -$366K -2,168 -4%
MCM
121
MAI Capital Management
Ohio
$9.63M +$949K +5,623 +10%
BMCM
122
Bryn Mawr Capital Management
Pennsylvania
$9.63M +$1.31M +7,776 +15%
MPWT
123
MassMutual Private Wealth & Trust
Connecticut
$9.61M +$1.29M +7,620 +15%
CB
124
Commerce Bank
Missouri
$9.61M +$645K +3,826 +7%
BFG
125
Bleakley Financial Group
New Jersey
$9.57M +$931K +5,519 +10%