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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
226
Clear Harbor Asset Management
Connecticut
$5.08M +$318K +1,815 +7%
WIC
227
Whitegate Investment Counselors
New Hampshire
$5.08M +$505K +2,886 +11%
Goldman Sachs
228
Goldman Sachs
New York
$5.03M +$162K +924 +3%
BGAI
229
Bruce G. Allen Investments
Colorado
$5.01M +$231K +1,322 +5%
TAM
230
Tocqueville Asset Management
New York
$4.97M +$301K +1,719 +7%
PFA
231
Pure Financial Advisors
California
$4.93M -$639K -3,649 -12%
WAP
232
Wealthcare Advisory Partners
Pennsylvania
$4.93M +$334K +1,909 +7%
CPA
233
Cathy Pareto & Associates
Florida
$4.9M -$422K -2,409 -8%
TCMP
234
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.87M +$1.82M +10,392 +61%
SWM
235
SilverOak Wealth Management
Minnesota
$4.82M +$2.7M +15,424 +131%
Bank of New York Mellon
236
Bank of New York Mellon
New York
$4.8M +$444K +2,538 +10%
EA
237
Eclectic Associates
California
$4.79M +$139K +797 +3%
AQR Capital Management
238
AQR Capital Management
Connecticut
$4.79M +$1.69M +9,642 +56%
QCM
239
Quantinno Capital Management
New York
$4.78M +$1.02M +5,837 +28%
MA
240
Mutual Advisors
Nebraska
$4.77M -$22.8K -130 -0.5%
CFO
241
Collective Family Office
Pennsylvania
$4.76M +$69.3K +396 +1%
KFSN
242
Keystone Financial Services (Nebraska)
Nebraska
$4.64M +$88K +503 +2%
PRP
243
Peak Retirement Planning
Ohio
$4.6M +$1.87M +10,662 +70%
LIA
244
LifePlan Investment Advisors
North Carolina
$4.58M +$64.9K +371 +1%
GVAG
245
Great Valley Advisor Group
Delaware
$4.45M +$31.7K +181 +0.7%
LL
246
LPWM LLC
Minnesota
$4.43M +$520K +2,973 +14%
JFA
247
JNBA Financial Advisors
Minnesota
$4.37M -$71.4K -408 -2%
CL
248
Choreo LLC
Illinois
$4.32M -$32.6K -186 -0.8%
MSF
249
Mustard Seed Financial
Arkansas
$4.29M +$60.9K +348 +1%
ASN
250
Advisory Services Network
Georgia
$4.25M -$34.5K -197 -0.8%