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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
401
Ancora Advisors
Ohio
$845K
CAC
402
Certified Advisory Corp
Florida
$838K +$182K +1,342 +24%
JPLA
403
Joseph P. Lucia & Associates
New York
$828K -$54.7K -404 -6%
FWM
404
FSA Wealth Management
Massachusetts
$819K +$911K +6,727 New
FANJ
405
Financial Architects (New Jersey)
New Jersey
$811K +$901K +6,657 New
Financial Engines Advisors
406
Financial Engines Advisors
California
$806K -$181K -1,336 -17%
YWS
407
Yarger Wealth Strategies
Ohio
$803K +$319K +2,356 +56%
CWM
408
Collaborative Wealth Management
Florida
$801K +$135 +1 +0%
TCOV
409
Trust Company of Vermont
Vermont
$794K +$47K +347 +6%
SW
410
SkyOak Wealth
Michigan
$793K -$2.36M -17,406 -73%
AWM
411
Axxcess Wealth Management
California
$792K -$21.9K -162 -2%
MG
412
Mather Group
Illinois
$789K +$877K +6,477 New
NWM
413
Northwest Wealth Management
Iowa
$788K +$60.4K +446 +7%
AMM
414
American Money Management
California
$785K -$10.6K -78 -1%
LWAC
415
Laurel Wealth Advisors (California)
California
$784K +$176K +1,302 +25%
PFC
416
Phocas Financial Corp
California
$766K -$30.5K -225 -3%
MSFS
417
Main Street Financial Solutions
Pennsylvania
$759K +$17.3K +128 +2%
CWM
418
Chemistry Wealth Management
New York
$758K +$80.7K +596 +11%
VA
419
Valmark Advisers
Ohio
$757K -$1.56M -11,551 -65%
Cerity Partners
420
Cerity Partners
New York
$753K -$53.6K -396 -6%
AWM
421
Atticus Wealth Management
Florida
$752K
JIC
422
Johnson Investment Counsel
Ohio
$750K +$22.9K +169 +3%
DAM
423
Derbend Asset Management
Georgia
$741K +$824K +6,088 New
OIA
424
OneDigital Investment Advisors
Kansas
$739K -$173K -1,279 -17%
WCA
425
Waypoint Capital Advisors
Minnesota
$739K