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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
301
Rockefeller Capital Management
New York
$1.21M +$79.5K +560 +7%
BAM
302
Belpointe Asset Management
Nevada
$1.19M -$574K -4,040 -32%
ECAM
303
East Coast Asset Management
Massachusetts
$1.18M +$142 +1 +0%
ASN
304
Advisory Services Network
Georgia
$1.17M +$123K +864 +11%
JMF
305
Johnson Midwest Financial
Iowa
$1.17M +$1.18M +8,339 +25,270%
GT
306
Glenview Trust
Kentucky
$1.16M -$17.2K -121 -1%
EWM
307
Empirical Wealth Management
Washington
$1.16M +$288K +2,027 +32%
WIA
308
World Investment Advisors
California
$1.16M +$259K +1,822 +28%
MSA
309
Marino Stram & Associates
Massachusetts
$1.15M +$968K +6,815 +475%
FNBOMD
310
First National Bank of Mount Dora
Florida
$1.11M
SS
311
Simplicity Solutions
Minnesota
$1.11M +$1.13M +7,952 New
WI
312
WrapManager Inc
California
$1.11M +$196K +1,383 +21%
WWM
313
Windsor Wealth Management
Indiana
$1.1M +$49.9K +351 +5%
TI
314
Truepoint Inc
Ohio
$1.1M +$17.9K +126 +2%
CL
315
Choreo LLC
Illinois
$1.09M -$43.6K -307 -4%
CC
316
Courier Capital
New York
$1.09M +$61.1K +430 +6%
IAN
317
Integrated Advisors Network
Texas
$1.07M -$852 -6 -0.1%
AIM
318
Acropolis Investment Management
Missouri
$1.05M +$3.41K +24 +0.3%
Brown Advisory
319
Brown Advisory
Maryland
$1.05M +$126K +885 +13%
AMM
320
American Money Management
California
$1.05M +$1.07M +7,540 New
FVWA
321
Foster Victor Wealth Advisors
South Carolina
$1.05M -$25.4K -179 -2%
WCM
322
Windham Capital Management
Massachusetts
$1.05M
RIM
323
Rockbridge Investment Management
New York
$1.04M +$75.1K +529 +8%
B
324
Bridgeworth
Alabama
$1.03M -$47K -331 -4%
CAL
325
Capital Advisors Ltd
Ohio
$1.03M -$27.8K -196 -3%