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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
101
Davenport & Co
Virginia
$14.7M +$487K +2,860 +4%
MWM
102
Modera Wealth Management
New Jersey
$14.6M -$94.1K -553 -0.7%
HIP
103
HUB Investment Partners
Texas
$14.5M +$20.9K +123 +0.1%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$14.5M -$890K -5,229 -6%
KPWS
105
Kestra Private Wealth Services
Texas
$14M +$601K +3,534 +5%
EF
106
Empowered Funds
Pennsylvania
$13.6M +$1.47M +8,639 +12%
RFA
107
RTD Financial Advisors
Pennsylvania
$13.4M -$71.3K -419 -0.5%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$13.2M -$257K -1,512 -2%
PCM
109
Payne Capital Management
New York
$12.5M +$1.49M +8,782 +14%
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$12.2M -$40.3K -237 -0.3%
EWM
111
Empirical Wealth Management
Washington
$12.2M +$1.2M +7,068 +11%
AC
112
Apella Capital
Connecticut
$12.1M +$9.02M +53,004 +299%
SC
113
Sepio Capital
Utah
$11.9M +$58.7K +345 +0.5%
SWA
114
SOA Wealth Advisors
New York
$11.8M +$1.08M +6,326 +10%
OWM
115
Opes Wealth Management
California
$11.8M +$310K +1,823 +3%
ES
116
Eagle Strategies
New York
$11.8M -$51.6K -303 -0.4%
CFG
117
Clayton Financial Group
Missouri
$11.7M +$2.95M +17,364 +35%
BF
118
BOK Financial
Oklahoma
$11.1M -$826K -4,854 -7%
PWM
119
Provident Wealth Management
Tennessee
$11M +$118K +693 +1%
PAS
120
Park Avenue Securities
New York
$10.9M +$239K +1,406 +2%
LIM
121
Leavell Investment Management
Alabama
$10.8M +$60.6K +356 +0.6%
GWM
122
Geneos Wealth Management
Colorado
$10.8M -$521K -3,060 -5%
JFG
123
JMG Financial Group
Illinois
$10.6M +$82.5K +485 +0.8%
SA
124
Sanctuary Advisors
Indiana
$10.6M +$1.67M +9,827 +19%
SFA
125
Sequoia Financial Advisors
Ohio
$10.4M -$910K -5,348 -8%