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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
251
Advisory Services Network
Georgia
$4.58M +$159K +850 +4%
MSF
252
Mustard Seed Financial
Arkansas
$4.52M +$61.5K +329 +1%
LL
253
LPWM LLC
Minnesota
$4.5M -$99.4K -532 -2%
CI
254
CX Institutional
Indiana
$4.5M -$4.38M -23,464 -49%
CWL
255
Causey Wealth LLC
Colorado
$4.48M -$999K -5,346 -18%
BJL
256
Brighton Jones LLC
Washington
$4.44M +$4.5M +24,078 New
SPC
257
Sigma Planning Corp
Michigan
$4.4M +$947K +5,069 +27%
IFWM
258
Institute for Wealth Management
Colorado
$4.39M -$5.61K -30 -0.1%
TWC
259
TD Waterhouse Canada
Ontario, Canada
$4.36M -$34.2K -183 -0.8%
NC
260
NovaPoint Capital
Georgia
$4.33M -$33.4K -179 -0.8%
Franklin Resources
261
Franklin Resources
California
$4.32M -$10.3K -55 -0.2%
PFG
262
Pinnacle Financial Group
Illinois
$4.31M +$74.2K +397 +2%
KBFS
263
Kohmann Bosshard Financial Services
Ohio
$4.3M +$4.86K +26 +0.1%
PNC
264
Park National Corp
Ohio
$4.27M +$4.33M +23,154 New
CTC
265
Central Trust Company
Missouri
$4.27M +$2.62K +14 +0.1%
JFA
266
JNBA Financial Advisors
Minnesota
$4.24M -$305K -1,630 -7%
MOS
267
MGO One Seven
Ohio
$4.21M -$50.8K -272 -1%
TC
268
Tacita Capital
Ontario, Canada
$4.2M -$198K -1,058 -4%
SCA
269
Stillwater Capital Advisors
Pennsylvania
$4.15M +$182K +975 +5%
FOFP
270
Fee-Only Financial Planning
South Carolina
$4.15M +$1.68K +9 +0%
VCP
271
Verus Capital Partners
Arizona
$4.11M +$955K +5,111 +30%
SC
272
Savant Capital
Illinois
$4.09M -$129K -691 -3%
SFO
273
Stokes Family Office
Louisiana
$4.09M +$105K +560 +3%
VW
274
Veridan Wealth
Oregon
$4.07M +$62.6K +335 +2%
ACA
275
AllStreet Capital Advisors
California
$4.06M -$107K -573 -3%