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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
$4.68M +$235K +1,381 +5%
NC
227
NovaPoint Capital
Georgia
$4.64M -$103K -604 -2%
CFO
228
Collective Family Office
Pennsylvania
$4.61M +$87.5K +514 +2%
TAM
229
Tocqueville Asset Management
New York
$4.59M +$24.3K +143 +0.5%
EA
230
Eclectic Associates
California
$4.58M -$135K -794 -3%
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$4.52M +$34.7K +204 +0.8%
WIC
232
Whitegate Investment Counselors
New Hampshire
$4.5M -$101K -591 -2%
KFSN
233
Keystone Financial Services (Nebraska)
Nebraska
$4.48M +$68.7K +404 +2%
PBF
234
Petix & Botte Financial
California
$4.46M -$397K -2,333 -8%
LIA
235
LifePlan Investment Advisors
North Carolina
$4.44M +$193K +1,132 +5%
EWA
236
EverSource Wealth Advisors
Alabama
$4.41M -$97.5K -573 -2%
JFA
237
JNBA Financial Advisors
Minnesota
$4.37M -$49.2K -289 -1%
GVAG
238
Great Valley Advisor Group
Delaware
$4.35M +$223K +1,312 +6%
VAS
239
Vestmark Advisory Solutions
Massachusetts
$4.32M +$4.21M +24,719 New
Bank of New York Mellon
240
Bank of New York Mellon
New York
$4.28M +$105K +618 +3%
CL
241
Choreo LLC
Illinois
$4.27M -$6.13K -36 -0.1%
ASN
242
Advisory Services Network
Georgia
$4.22M +$282K +1,656 +7%
IFWM
243
Institute for Wealth Management
Colorado
$4.2M -$21.3K -125 -0.5%
TC
244
Tacita Capital
Ontario, Canada
$4.19M +$134K +790 +3%
MSF
245
Mustard Seed Financial
Arkansas
$4.16M +$13.3K +78 +0.3%
RC
246
Rovin Capital
Arizona
$4.16M -$116K -684 -3%
TWC
247
TD Waterhouse Canada
Ontario, Canada
$4.14M +$4.05M +23,790 New
OC
248
Oppenheimer & Co
New York
$4.14M +$399K +2,343 +11%
Franklin Resources
249
Franklin Resources
California
$4.13M +$3.59M +21,075 +811%
KBFS
250
Kohmann Bosshard Financial Services
Ohio
$4.13M -$1.17M -6,874 -23%