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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
301
CBIZ Investment Advisory Services
Ohio
$2.59M – – –
Foundations Investment Advisors
302
Foundations Investment Advisors
Arizona
$2.59M +$2.27M +13,436 +523%
FGWP
303
Founders Grove Wealth Partners
Virginia
$2.55M +$2.66M +15,758 New
BOH
304
Bank of Hawaii
Hawaii
$2.51M -$27.8K -165 -1%
RCM
305
RMR Capital Management
California
$2.51M -$17.9K -106 -0.7%
OneDigital Investment Advisors
306
OneDigital Investment Advisors
Kansas
$2.48M +$119K +705 +5%
CS
307
Capital Square
Tennessee
$2.47M +$290K +1,717 +13%
WTA
308
Washington Trust Advisors
Massachusetts
$2.43M +$5.57K +33 +0.2%
CFAM
309
Center For Asset Management
Florida
$2.42M +$168K +994 +7%
SWA
310
Stratos Wealth Advisors
Ohio
$2.38M +$3.54K +21 +0.1%
Brookstone Capital Management
311
Brookstone Capital Management
Illinois
$2.36M +$841K +4,985 +52%
Grimes & Company
312
Grimes & Company
Massachusetts
$2.35M +$10.3K +61 +0.4%
1WA
313
180 Wealth Advisors
Washington
$2.31M -$5.74K -34 -0.2%
Kingsview Wealth Management
314
Kingsview Wealth Management
Oregon
$2.3M +$190K +1,128 +9%
AIA
315
AIMZ Investment Advisors
California
$2.3M +$21.4K +127 +0.9%
KAS
316
KPP Advisory Services
Kentucky
$2.29M -$153K -907 -6%
SageView Advisory Group
317
SageView Advisory Group
California
$2.28M +$27K +160 +1%
Empirical Finance
318
Empirical Finance
Pennsylvania
$2.26M -$131K -776 -5%
Ameritas Advisory Services
319
Ameritas Advisory Services
Nebraska
$2.25M +$96.5K +572 +4%
SB
320
Simmons Bank
Arkansas
$2.25M -$109K -646 -4%
Signature Estate & Investment Advisors
321
Signature Estate & Investment Advisors
California
$2.23M +$370K +2,195 +19%
GAI
322
General American Investors
New York
$2.22M – – –
FAT
323
First American Trust
California
$2.16M +$763K +4,522 +51%
Wealthfront Advisers
324
Wealthfront Advisers
California
$2.16M +$386K +2,291 +21%
SF
325
Safeguard Financial
Wisconsin
$2.15M -$569K -3,375 -20%