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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
401
Ancora Advisors
Ohio
$898K +$58.7K +415 +6%
IFG
402
Independent Financial Group
California
$875K +$227K +1,603 +31%
MA
403
Mutual Advisors
Nebraska
$873K -$2.47M -17,446 -72%
TDWM
404
Topel & Distasi Wealth Management
California
$871K
DAS
405
Dynamic Advisor Solutions
Arizona
$869K -$14K -99 -1%
WH
406
Willner & Heller
California
$865K +$15.7K +111 +2%
FA
407
FDx Advisors
Illinois
$864K -$9.9K -70 -1%
AWM
408
Axxcess Wealth Management
California
$863K -$199K -1,408 -17%
CFA
409
Cahill Financial Advisors
Minnesota
$859K +$15.7K +111 +2%
CL
410
CPWM LLC
Washington
$857K +$936K +6,616 New
CWM
411
Collaborative Wealth Management
Florida
$851K +$930K +6,574 New
MLA
412
My Legacy Advisors
Oregon
$848K +$425K +3,004 +86%
AMM
413
American Money Management
California
$845K -$74.7K -528 -7%
PFC
414
Phocas Financial Corp
California
$844K -$110K -780 -11%
FPS
415
Fieldpoint Private Securities
Connecticut
$835K +$411K +2,902 +82%
Cerity Partners
416
Cerity Partners
New York
$813K +$233K +1,645 +33%
V
417
Veritable
Delaware
$802K +$33.7K +238 +4%
TCOV
418
Trust Company of Vermont
Vermont
$799K +$28.3K +200 +3%
SFP
419
Strategic Financial Partners
Oregon
$793K -$17.4K -123 -2%
MSFS
420
Main Street Financial Solutions
Pennsylvania
$791K +$95.2K +673 +12%
WCA
421
Waypoint Capital Advisors
Minnesota
$786K
SLT
422
St Louis Trust
Missouri
$782K
NWM
423
Northwest Wealth Management
Iowa
$781K -$24.5K -173 -3%
JIC
424
Johnson Investment Counsel
Ohio
$776K +$283 +2 +0%
PIA
425
Pinion Investment Advisors
Kansas
$774K -$33.1K -234 -4%