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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
301
WMS Partners
Maryland
$431K +$86.1K +799 +18%
EFL
302
ERn Financial LLC
Wisconsin
$415K +$173K +1,606 +46%
NB
303
Nicolet Bankshares
Wisconsin
$412K -$941K -8,733 -63%
LL
304
LPWM LLC
Minnesota
$406K +$538K +4,991 New
Comerica Bank
305
Comerica Bank
Texas
$391K -$84.8K -787 -15%
ZB
306
Zions Bancorporation
Utah
$389K -$71.3K -662 -12%
HA
307
Hamel Associates
New Jersey
$387K -$3.23M -29,992 -86%
AAS
308
Avantax Advisory Services
Texas
$386K +$59.3K +551 +13%
IA
309
IFP Advisors
Florida
$382K -$275K -2,554 -36%
MFS
310
McNamara Financial Services
Massachusetts
$381K +$505K +4,688 New
CWM
311
Connecticut Wealth Management
Connecticut
$365K
NP
312
NorthRock Partners
Minnesota
$359K -$50.6K -470 -10%
PWM
313
Perigon Wealth Management
California
$359K +$141K +1,306 +49%
CWAG
314
Compton Wealth Advisory Group
Virginia
$358K -$97.8K -908 -17%
BCA
315
Bay Colony Advisors
Massachusetts
$351K -$42.4K -394 -8%
PAS
316
Partnervest Advisory Services
California
$349K +$462K +4,288 New
WIA
317
World Investment Advisors
California
$343K -$1.4K -13 -0.3%
VCA
318
Verdence Capital Advisors
Maryland
$333K +$82.3K +764 +23%
DY
319
Dowling & Yahnke
California
$333K +$259K +2,402 +141%
CWM
320
Calamos Wealth Management
Illinois
$330K +$30.2K +280 +7%
ODIJL
321
One Day In July LLC
Vermont
$325K +$7.22K +67 +2%
BFA
322
Beacon Financial Advisory
Ohio
$324K -$22K -204 -5%
FFG
323
Ford Financial Group
California
$323K +$52K +483 +14%
GPA
324
Garrison Point Advisors
California
$322K
SWM
325
SeaCrest Wealth Management
New York
$321K -$327K -3,034 -43%