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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
126
Park Avenue Securities
New York
$13.4M +$144K +744 +1%
LIM
127
Leavell Investment Management
Alabama
$13.3M +$721K +3,729 +6%
MWM
128
Modera Wealth Management
New Jersey
$13.1M -$2.07M -10,708 -14%
LI
129
LMCG Investments
Massachusetts
$12.8M -$2.93M -15,121 -19%
IA
130
IFP Advisors
Florida
$12.8M +$535K +2,764 +4%
PWM
131
Provident Wealth Management
Tennessee
$12.7M +$170K +880 +1%
AC
132
Apella Capital
Connecticut
$12.7M -$962K -4,970 -7%
GWM
133
Geneos Wealth Management
Colorado
$12.7M +$160K +829 +1%
ACA
134
Atlas Capital Advisors
Wyoming
$12.6M +$1.29M +6,666 +12%
IWM
135
Inlight Wealth Management
Georgia
$12.6M +$1.88M +9,701 +18%
GFA
136
Gladwyn Financial Advisors
Virginia
$12.1M +$459K +2,373 +4%
SFA
137
Sequoia Financial Advisors
Ohio
$12M -$62.3K -322 -0.5%
CB
138
Commerce Bank
Missouri
$12M -$239K -1,236 -2%
QCM
139
Quantinno Capital Management
New York
$11.8M +$4.42M +22,829 +62%
BFG
140
Bleakley Financial Group
New Jersey
$11.8M +$259K +1,339 +2%
MFP
141
Meramec Financial Planners
Missouri
$11.7M -$103K -534 -0.9%
FMTCOCP
142
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11.7M +$159K +820 +1%
TIAA Trust, National Association
143
TIAA Trust, National Association
North Carolina
$11.6M -$1.69M -8,747 -13%
TWM
144
TRB Wealth Management
Texas
$11.6M +$344K +1,777 +3%
Wellington Management Group
145
Wellington Management Group
Massachusetts
$11.5M +$9.1M +47,027 +423%
PRP
146
Peak Retirement Planning
Ohio
$11.4M +$1.25M +6,435 +13%
JFG
147
JMG Financial Group
Illinois
$11.3M -$301K -1,558 -3%
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$11.3M +$6.87M +35,495 +162%
AAP
149
Arax Advisory Partners
Colorado
$11.3M -$2.21M -11,422 -17%
CIA
150
Concurrent Investment Advisors
Florida
$11.2M +$2.93M +15,127 +36%