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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
251
Brighton Jones LLC
Washington
$4.12M +$527K +3,095 +15%
NEI
252
Northwest & Ethical Investments
Ontario, Canada
$4.11M +$3.25M +19,110 +425%
CTC
253
Central Trust Company
Missouri
$4.09M +$1.24M +7,270 +45%
DWM
254
Dakota Wealth Management
Florida
$4.09M -$278K -1,632 -7%
Pathstone Holdings
255
Pathstone Holdings
New Jersey
$4.03M -$123K -721 -3%
SC
256
Savant Capital
Illinois
$4.01M +$151K +888 +4%
CLGM
257
Capitolis Liquid Global Markets
New York
$4M -$51K -300 -1%
PFG
258
Pinnacle Financial Group
Illinois
$3.96M +$395K +2,323 +11%
FOFP
259
Fee-Only Financial Planning
South Carolina
$3.95M -$26K -153 -0.7%
SFO
260
Stokes Family Office
Louisiana
$3.95M +$4.25K +25 +0.1%
AG
261
Ascent Group
Virginia
$3.89M +$1.02M +5,978 +37%
MOS
262
MGO One Seven
Ohio
$3.86M +$189K +1,110 +5%
LL
263
LPWM LLC
Minnesota
$3.84M +$88.5K +520 +2%
IFS
264
Ifrah Financial Services
Arkansas
$3.76M -$19.4K -114 -0.5%
PCA
265
Prosperity Capital Advisors
Ohio
$3.76M -$136K -798 -4%
VW
266
Veridan Wealth
Oregon
$3.75M +$3.65M +21,458 New
GHAM
267
Gilman Hill Asset Management
Connecticut
$3.71M
EF
268
Envision Financial
Wisconsin
$3.69M -$158K -931 -4%
QCM
269
Quantinno Capital Management
New York
$3.68M +$1.15M +6,761 +47%
BMWS
270
Brady Martz Wealth Solutions
North Dakota
$3.68M
SFP
271
Sterling Financial Planning
New Jersey
$3.59M +$38.5K +226 +1%
SHF
272
Stage Harbor Financial
Massachusetts
$3.59M -$15.3K -90 -0.4%
MCA
273
MSH Capital Advisors
Arizona
$3.56M
LI
274
LifeWealth Investments
Florida
$3.47M +$78.1K +459 +2%
VWA
275
Visionary Wealth Advisors
Illinois
$3.47M -$6.05M -35,553 -64%