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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
251
Concurrent Investment Advisors
Florida
$3.26M +$147K +1,004 +5%
SFP
252
Sterling Financial Planning
New Jersey
$3.26M -$39.5K -269 -1%
BDF
253
Black Diamond Financial
Maryland
$3.23M
CL
254
Choreo LLC
Illinois
$3.21M -$125K -848 -4%
SHF
255
Stage Harbor Financial
Massachusetts
$3.2M
CIBC Private Wealth Group
256
CIBC Private Wealth Group
Georgia
$3.2M -$173K -1,176 -5%
WAP
257
Wealthcare Advisory Partners
Pennsylvania
$3.19M +$294K +2,004 +11%
WLIM
258
White Lighthouse Investment Management
Massachusetts
$3.12M -$56.7K -386 -2%
PS
259
Principal Securities
Iowa
$3.08M +$204K +1,387 +8%
AI
260
Atria Investments
North Carolina
$3.07M -$661K -4,499 -19%
CHAM
261
Clear Harbor Asset Management
Connecticut
$3.06M +$74.9K +510 +3%
BJL
262
Brighton Jones LLC
Washington
$3.02M +$19.4K +132 +0.7%
MCA
263
MSH Capital Advisors
Arizona
$3.01M -$49.3K -336 -2%
AA
264
Axiom Advisory
California
$2.99M +$195K +1,331 +7%
SPIA
265
Steward Partners Investment Advisory
New York
$2.99M -$181K -1,233 -6%
IWA
266
IVC Wealth Advisors
Pennsylvania
$2.98M +$206K +1,405 +8%
CIAS
267
CBIZ Investment Advisory Services
Ohio
$2.97M
WPC
268
Wedmont Private Capital
Pennsylvania
$2.95M -$36.3K -247 -1%
CTC
269
Central Trust Company
Missouri
$2.94M -$1.76K -12 -0.1%
VWM
270
Valley Wealth Managers
New Jersey
$2.93M -$75.2K -512 -3%
Cerity Partners
271
Cerity Partners
New York
$2.93M +$178K +1,210 +7%
NW
272
NewEdge Wealth
Pennsylvania
$2.87M +$269K +1,831 +11%
VF
273
Virtu Financial
New York
$2.86M +$2.69M +18,316 New
HSA
274
HBK Sorce Advisory
Pennsylvania
$2.85M +$196K +1,333 +8%
IAS
275
Insigneo Advisory Services
Florida
$2.82M +$8.22K +56 +0.3%