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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
401
CIBC World Market
Ontario, Canada
$859K +$188K +1,388 +24%
CFA
402
Cahill Financial Advisors
Minnesota
$857K +$54.6K +403 +6%
Ancora Advisors
403
Ancora Advisors
Ohio
$845K – – –
CAC
404
Certified Advisory Corp
Florida
$838K +$182K +1,342 +24%
JPLA
405
Joseph P. Lucia & Associates
New York
$828K -$54.7K -404 -6%
BIM
406
Baldwin Investment Management
Pennsylvania
$827K -$337K -2,486 -27%
FWM
407
FSA Wealth Management
Massachusetts
$819K +$911K +6,727 New
FANJ
408
Financial Architects (New Jersey)
New Jersey
$811K +$901K +6,657 New
Financial Engines Advisors
409
Financial Engines Advisors
California
$806K -$181K -1,336 -17%
YWS
410
Yarger Wealth Strategies
Ohio
$803K +$319K +2,356 +56%
CWM
411
Collaborative Wealth Management
Florida
$801K +$135 +1 +0%
TCOV
412
Trust Company of Vermont
Vermont
$794K +$47K +347 +6%
SW
413
SkyOak Wealth
Michigan
$793K -$2.36M -17,406 -73%
Axxcess Wealth Management
414
Axxcess Wealth Management
California
$792K -$21.9K -162 -2%
Mather Group
415
Mather Group
Illinois
$789K +$877K +6,477 New
NWM
416
Northwest Wealth Management
Iowa
$788K +$60.4K +446 +7%
AMM
417
American Money Management
California
$785K -$10.6K -78 -1%
LWAC
418
Laurel Wealth Advisors (California)
California
$784K +$176K +1,302 +25%
PFC
419
Phocas Financial Corp
California
$766K -$30.5K -225 -3%
MSFS
420
Main Street Financial Solutions
Pennsylvania
$759K +$17.3K +128 +2%
CWM
421
Chemistry Wealth Management
New York
$758K +$80.7K +596 +11%
Valmark Advisers
422
Valmark Advisers
Ohio
$757K -$1.56M -11,551 -65%
Cerity Partners
423
Cerity Partners
New York
$753K -$53.6K -396 -6%
AWM
424
Atticus Wealth Management
Florida
$752K – – –
Johnson Investment Counsel
425
Johnson Investment Counsel
Ohio
$750K +$22.9K +169 +3%