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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$13.2M -$549K -3,355 -4%
CPIG
102
Chicago Partners Investment Group
Illinois
$13.1M +$98.1K +600 +0.7%
SIA
103
Strategic Investment Advisors
Michigan
$13M +$1.18M +7,206 +10%
GVAG
104
Great Valley Advisor Group
Delaware
$12.7M +$7.21M +44,108 +126%
P
105
&Partners
Tennessee
$12.6M +$2.32M +14,190 +22%
DWA
106
Dougherty Wealth Advisers
Minnesota
$12.5M +$248K +1,515 +2%
DC
107
Davenport & Co
Virginia
$12.3M +$571K +3,490 +5%
BMCM
108
Bryn Mawr Capital Management
Pennsylvania
$11.6M +$2.12M +12,954 +22%
LFS
109
Lutz Financial Services
Nebraska
$11.5M -$224K -1,368 -2%
MPWT
110
MassMutual Private Wealth & Trust
Connecticut
$10.5M +$993K +6,072 +10%
ACA
111
Atlas Capital Advisors
Wyoming
$10.4M +$437K +2,676 +4%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$10.3M +$342K +2,093 +3%
ES
113
Eagle Strategies
New York
$10.3M +$155K +950 +1%
IHWM
114
Iron Horse Wealth Management
Iowa
$10.3M +$554K +3,390 +6%
KPWS
115
Kestra Private Wealth Services
Texas
$10.2M +$3.74M +22,885 +56%
PAS
116
Park Avenue Securities
New York
$10.2M +$251K +1,535 +2%
BF
117
BOK Financial
Oklahoma
$10.1M -$15.7K -96 -0.2%
PCM
118
Payne Capital Management
New York
$10.1M +$399K +2,438 +4%
PWM
119
Provident Wealth Management
Tennessee
$10.1M +$367K +2,244 +4%
OWM
120
Opes Wealth Management
California
$9.79M +$1.85M +11,330 +23%
LIM
121
Leavell Investment Management
Alabama
$9.69M +$47.6K +291 +0.5%
JFG
122
JMG Financial Group
Illinois
$9.68M +$9.97K +61 +0.1%
SCA
123
Scott Capital Advisors
Oregon
$9.63M +$86K +526 +0.9%
WANY
124
Wealthspire Advisors (New York)
New York
$9.56M -$19.5K -119 -0.2%
CB
125
Commerce Bank
Missouri
$9.39M -$152K -927 -2%