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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
126
Mariner
Kansas
$3.34M +$573K +5,229 +21%
NNP
127
Nachman Norwood & Parrott
South Carolina
$3.28M +$8.76K +80 +0.3%
SB
128
Simmons Bank
Arkansas
$3.17M +$9.09K +83 +0.3%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$3.09M -$48.2K -440 -15%
APA
130
American Portfolios Advisors
New York
$3.08M +$24.2K +221 +0.8%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$3.06M
WFM
132
Wolff Financial Management
Michigan
$3.05M +$591K +5,401 +25%
SFM
133
Signet Financial Management
New Jersey
$3.03M -$73.9K -675 -2%
WLIM
134
White Lighthouse Investment Management
Massachusetts
$3.03M +$153K +1,399 +5%
IAA
135
Ironsides Asset Advisors
North Carolina
$3M
DADC
136
D.A. Davidson & Co
Montana
$2.97M +$82.9K +757 +3%
UOTTAIMCU
137
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.95M +$84K +767 +3%
LC
138
Lubar & Co
Wisconsin
$2.94M
SS
139
Simplicity Solutions
Minnesota
$2.93M +$1.91M +17,444 +196%
APP
140
Avantax Planning Partners
Iowa
$2.86M -$191K -1,747 -6%
LFS
141
Lutz Financial Services
Nebraska
$2.77M +$91.2K +833 +3%
RIA
142
Regal Investment Advisors
Michigan
$2.73M +$105K +962 +4%
FTS
143
Fifth Third Securities
Ohio
$2.7M +$2.64M +24,097 New
WIC
144
Whitegate Investment Counselors
New Hampshire
$2.66M -$40.6K -371 -2%
MFG
145
Magnus Financial Group
New York
$2.57M +$270K +2,466 +12%
MAFM
146
Mid Atlantic Financial Management
Pennsylvania
$2.57M +$63.9K +584 +3%
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$2.52M +$133K +1,213 +6%
CI
148
CX Institutional
Indiana
$2.5M +$282K +2,572 +13%
FAAS
149
First Allied Advisory Services
California
$2.48M -$73.5K -671 -3%
EK
150
Evensky & Katz
Florida
$2.43M -$3.61K -33 -0.2%