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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGA
301
Crescent Grove Advisors
Illinois
$264K – – –
HIS
302
Horizon Investment Services
Indiana
$260K +$2.7K +24 +1%
RCAG
303
Rehmann Capital Advisory Group
Michigan
$258K -$206K -1,828 -44%
MJRIC
304
Mogy Joel R Investment Counsel
California
$258K – – –
OBWP
305
O'Brien Wealth Partners
Massachusetts
$253K -$63.3K -563 -20%
VCA
306
Verdence Capital Advisors
Maryland
$245K +$2.92K +26 +1%
TFCP
307
Twin Focus Capital Partners
Massachusetts
$242K – – –
F
308
F3Logic
Minnesota
$234K +$240K +2,133 New
CAG
309
Csenge Advisory Group
Florida
$234K +$241K +2,141 New
RWM
310
Raffa Wealth Management
District of Columbia
$233K +$112 +1 +0%
MWM
311
Meridian Wealth Management
Kentucky
$225K +$231K +2,054 New
OIA
312
OneDigital Investment Advisors
Kansas
$222K +$109K +970 +91%
AB
313
AT Bancorp
Iowa
$221K +$227K +2,020 New
GJIC
314
Gamble Jones Investment Counsel
California
$219K – – –
BlackRock
315
BlackRock
New York
$218K +$16.5K +147 +8%
WWMSC
316
Wagner Wealth Management (South Carolina)
South Carolina
$217K -$29.1K -259 -12%
CMBA
317
C.M. Bidwell & Associates
Hawaii
$216K +$61K +542 +38%
WCM
318
Windsor Capital Management
Arizona
$209K -$562 -5 -0.3%
BAS
319
Brown Advisory Securities
Maryland
$208K -$361K -3,214 -63%
MFS
320
McNamara Financial Services
Massachusetts
$206K -$34.4K -306 -14%
BC
321
Burney Company
Virginia
$204K – – –
BWM
322
Baystate Wealth Management
Massachusetts
$203K – – –
1IA
323
1834 Investment Advisors
Wisconsin
$202K +$225 +2 +0.1%
FANJ
324
Financial Architects (New Jersey)
New Jersey
$196K +$202K +1,796 New
Simplex Trading
325
Simplex Trading
Illinois
$195K +$60.4K +537 +43%