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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
276
Paradigm Financial Advisors
Missouri
$978K +$495K +4,417 +116%
CWM
277
Cornerstone Wealth Management
Missouri
$969K +$52.3K +467 +6%
MA
278
Mutual Advisors
Nebraska
$967K -$1.06M -9,421 -54%
Fiera Capital (Canada)
279
Fiera Capital (Canada)
Quebec, Canada
$967K +$297K +2,650 +48%
MA
280
MONECO Advisors
Connecticut
$966K -$672 -6 -0.1%
LWP
281
Lumature Wealth Partners
Georgia
$960K +$904K +8,070 New
ST
282
Smithfield Trust
Pennsylvania
$947K -$136K -1,217 -13%
WWM
283
Windsor Wealth Management
Indiana
$940K +$4.26K +38 +0.5%
Rockefeller Capital Management
284
Rockefeller Capital Management
New York
$926K +$44.1K +394 +5%
NFG
285
Nadler Financial Group
Illinois
$926K +$208K +1,855 +31%
AIM
286
Acropolis Investment Management
Missouri
$918K +$7.95K +71 +0.9%
Financial Engines Advisors
287
Financial Engines Advisors
California
$916K -$24.8K -221 -3%
FNBOMD
288
First National Bank of Mount Dora
Florida
$913K
TI
289
Truepoint Inc
Ohio
$902K +$850K +7,584 New
REMPR
290
Roof Eidam Maycock Peralta (REMP)
California
$895K -$15.7K -140 -2%
WCM
291
Windham Capital Management
Massachusetts
$892K
WT
292
Whittier Trust
California
$870K -$9.41K -84 -1%
CAL
293
Capital Advisors Ltd
Ohio
$857K +$22.5K +201 +3%
PFC
294
Phocas Financial Corp
California
$844K
WTC
295
WhitTier Trust Company
Nevada
$842K -$67.2K -600 -8%
AIFAIM
296
American Institute for Advanced Investment Management
Arizona
$838K +$29.3K +262 +4%
DAS
297
Dynamic Advisor Solutions
Arizona
$831K +$389K +3,470 +99%
V
298
Veritable
Delaware
$828K +$33.4K +298 +4%
ASN
299
Advisory Services Network
Georgia
$817K -$120K -1,073 -14%
BIM
300
Baldwin Investment Management
Pennsylvania
$817K -$5.6K -50 -0.7%