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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
351
Walled Lake Planning & Wealth Management
Illinois
$259K -$66.9K -621 -16%
CAG
352
Crestwood Advisors Group
Massachusetts
$259K -$5.38K -50 -2%
SAM
353
SignalPoint Asset Management
Missouri
$257K -$133K -1,233 -28%
BS
354
Boenning & Scattergood
Pennsylvania
$256K +$39.7K +369 +13%
KFI
355
Key Financial Inc
Pennsylvania
$254K +$328K +3,050 New
AC
356
Alexandria Capital
Virginia
$251K +$2.37K +22 +0.7%
VFA
357
Valeo Financial Advisors
Indiana
$251K +$120K +1,111 +65%
BB
358
Busey Bank
Illinois
$249K
NAS
359
Nicolet Advisory Services
Wisconsin
$245K -$90.4K -839 -22%
BEAM
360
Baker Ellis Asset Management
Washington
$244K -$192K -1,780 -37%
SSI
361
Scott & Selber Inc
Texas
$244K
PFS
362
Prospera Financial Services
Texas
$244K +$57.3K +532 +22%
Lido Advisors
363
Lido Advisors
California
$244K +$102K +944 +46%
HSWM
364
Hubbell Strickland Wealth Management
Louisiana
$239K +$2.91K +27 +0.9%
SFA
365
Sequoia Financial Advisors
Ohio
$237K -$6.79K -63 -2%
NRI
366
NFP Retirement Inc
California
$237K +$4.42K +41 +1%
Deutsche Bank
367
Deutsche Bank
Germany
$236K -$39.8K -370 -11%
CAG
368
Csenge Advisory Group
Florida
$235K +$45.3K +421 +17%
HB
369
Homrich & Berg
Georgia
$233K -$1.54M -14,291 -83%
SWPG
370
Strategic Wealth Partners Group
Illinois
$233K -$9.15K -85 -3%
MFG
371
Merit Financial Group
Georgia
$233K -$7.32K -68 -2%
WAM
372
Wealthspire Advisors (Maryland)
Maryland
$232K +$39.7K +369 +15%
WANY
373
Wealthspire Advisors (New York)
New York
$232K +$308K +2,856 New
FA
374
FCG Advisors
New Jersey
$231K +$2.05K +19 +0.7%
MWM
375
Mission Wealth Management
California
$229K +$303K +2,815 New