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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPW
251
Talon Private Wealth
Florida
$4.92M +$2.27M +11,712 +89%
CI
252
CX Institutional
Indiana
$4.91M +$86.1K +445 +2%
LIA
253
LifePlan Investment Advisors
North Carolina
$4.88M -$40K -207 -0.8%
ASN
254
Advisory Services Network
Georgia
$4.85M -$60.2K -311 -1%
CPA
255
Cathy Pareto & Associates
Florida
$4.85M -$173K -892 -4%
LL
256
LPWM LLC
Minnesota
$4.79M -$40.2K -208 -0.9%
SPC
257
Sigma Planning Corp
Michigan
$4.79M +$65.2K +337 +1%
WAP
258
Wealthcare Advisory Partners
Pennsylvania
$4.77M -$598K -3,092 -11%
PFG
259
Pinnacle Financial Group
Illinois
$4.74M +$116K +601 +3%
IFWM
260
Institute for Wealth Management
Colorado
$4.71M – – –
SCA
261
Stillwater Capital Advisors
Pennsylvania
$4.69M +$226K +1,166 +5%
Franklin Resources
262
Franklin Resources
California
$4.64M +$3.87K +20 +0.1%
GB
263
Goepper Burkhardt
South Carolina
$4.59M -$547K -2,825 -11%
CWL
264
Causey Wealth LLC
Colorado
$4.59M -$211K -1,089 -4%
CTC
265
Central Trust Company
Missouri
$4.56M -$16.1K -83 -0.4%
TC
266
Tacita Capital
Ontario, Canada
$4.54M +$37.7K +195 +0.9%
KFSN
267
Keystone Financial Services (Nebraska)
Nebraska
$4.53M -$673K -3,480 -13%
KBFS
268
Kohmann Bosshard Financial Services
Ohio
$4.51M -$96.7K -500 -2%
FOFP
269
Fee-Only Financial Planning
South Carolina
$4.45M +$2.9K +15 +0.1%
JFA
270
JNBA Financial Advisors
Minnesota
$4.43M -$111K -574 -2%
ACA
271
AllStreet Capital Advisors
California
$4.43M +$73.7K +381 +2%
CANC
272
Culbertson A N & Co
Virginia
$4.42M +$425K +2,197 +11%
VWA
273
Visionary Wealth Advisors
Illinois
$4.29M +$49.5K +256 +1%
MCA
274
MSH Capital Advisors
Arizona
$4.27M -$70.6K -365 -2%
SFP
275
Sterling Financial Planning
New Jersey
$4.27M -$39.7K -205 -0.9%