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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPA
376
Trivium Point Advisory
Connecticut
$1.55M -$178K -1,056 -10%
IAA
377
Ironsides Asset Advisors
North Carolina
$1.53M +$337 +2 +0%
PSF
378
Pacific Sun Financial
California
$1.52M -$3.37K -20 -0.2%
CPA
379
Cardiff Park Advisors
California
$1.52M +$8.27K +49 +0.5%
Arax Advisory Partners
380
Arax Advisory Partners
Colorado
$1.52M -$3.07M -18,227 -66%
PD
381
Planning Directions
Pennsylvania
$1.52M -$11.5K -68 -0.7%
Brinker Capital Investments
382
Brinker Capital Investments
Pennsylvania
$1.5M +$678K +4,018 +77%
Orion Portfolio Solutions
383
Orion Portfolio Solutions
Nebraska
$1.5M +$678K +4,018 +77%
IEQ Capital
384
IEQ Capital
California
$1.49M -$41.5K -246 -3%
WFA
385
Wellspring Financial Advisors
Ohio
$1.49M -$4.22K -25 -0%
Global Retirement Partners
386
Global Retirement Partners
California
$1.49M +$54.8K +325 +4%
SHFA
387
SC&H Financial Advisors
Maryland
$1.49M +$4.89K +29 +0.3%
Level Four Advisory Services
388
Level Four Advisory Services
Texas
$1.47M -$386K -2,288 -20%
AIM
389
Acropolis Investment Management
Missouri
$1.47M -$42.7K -253 -3%
HCM
390
Howland Capital Management
Massachusetts
$1.46M -$2.02K -12 -0.1%
MECA
391
Miller Equity Capital Advisors
Texas
$1.45M -$23.6K -140 -2%
Renaissance Technologies
392
Renaissance Technologies
New York
$1.44M +$793K +4,700 +112%
CWM
393
Cornerstone Wealth Management
Missouri
$1.43M +$190K +1,126 +15%
Northeast Financial Consultants
394
Northeast Financial Consultants
Connecticut
$1.42M -$9.8K -58 -0.7%
NB
395
Nicolet Bankshares
Wisconsin
$1.41M – – –
CWM
396
Cadence Wealth Management
Massachusetts
$1.41M +$431K +2,555 +42%
MA
397
MONECO Advisors
Connecticut
$1.4M +$67.1K +398 +5%
WFAG
398
Wescott Financial Advisory Group
Pennsylvania
$1.4M -$79.1K -469 -5%
TC
399
TownSquare Capital
Utah
$1.4M +$133K +786 +10%
EP
400
Essential Planning
New Hampshire
$1.39M +$1.39M +8,267 New