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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
226
Cerity Partners
New York
$4.24M +$466K +2,763 +12%
JFA
227
JNBA Financial Advisors
Minnesota
$4.24M -$94K -557 -2%
PCA
228
Prosperity Capital Advisors
Ohio
$4.2M -$548K -3,250 -11%
CFO
229
Collective Family Office
Pennsylvania
$4.19M +$574K +3,400 +15%
SC
230
Swan Capital
Florida
$4.18M -$1.03M -6,127 -19%
WIC
231
Whitegate Investment Counselors
New Hampshire
$4.15M -$4.08M -24,211 -49%
EA
232
Eclectic Associates
California
$4.14M -$20.4K -121 -0.5%
EWA
233
EverSource Wealth Advisors
Alabama
$4.13M -$59.7K -354 -1%
AI
234
Atria Investments
North Carolina
$4.08M +$60.4K +358 +1%
BCM
235
Becker Capital Management
Oregon
$4.07M
BDF
236
Black Diamond Financial
Maryland
$4.05M +$224K +1,325 +6%
RC
237
Rovin Capital
Arizona
$4.02M +$162K +958 +4%
PS
238
Principal Securities
Iowa
$4.01M +$207K +1,228 +5%
LIA
239
LifePlan Investment Advisors
North Carolina
$3.88M -$127K -753 -3%
SC
240
Savant Capital
Illinois
$3.83M -$679K -4,025 -15%
EFG
241
Everhart Financial Group
Ohio
$3.83M +$412K +2,443 +12%
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$3.78M +$107K +632 +3%
KFSN
243
Keystone Financial Services (Nebraska)
Nebraska
$3.75M +$3.91M +23,194 New
AG
244
Ascent Group
Virginia
$3.75M +$27.2K +161 +0.7%
EF
245
Envision Financial
Wisconsin
$3.75M +$3.91M +23,175 New
CL
246
Choreo LLC
Illinois
$3.75M -$414K -2,454 -10%
TC
247
Tacita Capital
Ontario, Canada
$3.75M -$40.5K -240 -1%
Goldman Sachs
248
Goldman Sachs
New York
$3.73M +$208K +1,234 +6%
IFS
249
Ifrah Financial Services
Arkansas
$3.66M -$51.1K -303 -1%
FOFP
250
Fee-Only Financial Planning
South Carolina
$3.66M -$33.7K -200 -0.9%