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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
251
CX Institutional
Indiana
$4.91M +$86.1K +445 +2%
LIA
252
LifePlan Investment Advisors
North Carolina
$4.88M -$40K -207 -0.8%
ASN
253
Advisory Services Network
Georgia
$4.85M -$60.2K -311 -1%
CPA
254
Cathy Pareto & Associates
Florida
$4.85M -$173K -892 -4%
LL
255
LPWM LLC
Minnesota
$4.79M -$40.2K -208 -0.9%
SPC
256
Sigma Planning Corp
Michigan
$4.79M +$65.2K +337 +1%
WAP
257
Wealthcare Advisory Partners
Pennsylvania
$4.77M -$598K -3,092 -11%
PFG
258
Pinnacle Financial Group
Illinois
$4.74M +$116K +601 +3%
IFWM
259
Institute for Wealth Management
Colorado
$4.71M
SCA
260
Stillwater Capital Advisors
Pennsylvania
$4.69M +$226K +1,166 +5%
Franklin Resources
261
Franklin Resources
California
$4.64M +$3.87K +20 +0.1%
GB
262
Goepper Burkhardt
South Carolina
$4.59M -$547K -2,825 -11%
CWL
263
Causey Wealth LLC
Colorado
$4.59M -$211K -1,089 -4%
CTC
264
Central Trust Company
Missouri
$4.56M -$16.1K -83 -0.4%
TC
265
Tacita Capital
Ontario, Canada
$4.54M +$37.7K +195 +0.9%
KFSN
266
Keystone Financial Services (Nebraska)
Nebraska
$4.53M -$673K -3,480 -13%
KBFS
267
Kohmann Bosshard Financial Services
Ohio
$4.51M -$96.7K -500 -2%
FOFP
268
Fee-Only Financial Planning
South Carolina
$4.45M +$2.9K +15 +0.1%
JFA
269
JNBA Financial Advisors
Minnesota
$4.43M -$111K -574 -2%
ACA
270
AllStreet Capital Advisors
California
$4.43M +$73.7K +381 +2%
CANC
271
Culbertson A N & Co
Virginia
$4.42M +$425K +2,197 +11%
VWA
272
Visionary Wealth Advisors
Illinois
$4.29M +$49.5K +256 +1%
MCA
273
MSH Capital Advisors
Arizona
$4.27M -$70.6K -365 -2%
SFP
274
Sterling Financial Planning
New Jersey
$4.27M -$39.7K -205 -0.9%
BBFA
275
Brindle & Bay Financial Advisors
Texas
$4.24M -$97.9K -506 -2%