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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
426
Financial Engines Advisors
California
$954K +$39.1K +282 +4%
SCI
427
Stableford Capital II
Arizona
$950K +$975K +7,028 New
CA
428
Continuum Advisory
Idaho
$947K -$1.39K -10 -0.1%
SF
429
Safeguard Financial
Wisconsin
$946K +$4.02K +29 +0.4%
Wealthfront Advisers
430
Wealthfront Advisers
California
$921K +$277K +1,996 +41%
MSFS
431
Main Street Financial Solutions
Pennsylvania
$916K +$191K +1,375 +25%
NSG
432
Nalls Sherbakoff Group
Tennessee
$899K +$944K +6,802 New
JPLA
433
Joseph P. Lucia & Associates
New York
$896K +$2.91K +21 +0.3%
FANJ
434
Financial Architects (New Jersey)
New Jersey
$893K
CWM
435
Chemistry Wealth Management
New York
$886K +$44.1K +318 +5%
JIC
436
Johnson Investment Counsel
Ohio
$878K -$8.88K -64 -1%
HNB
437
Huntington National Bank
Ohio
$877K
RWP
438
RWA Wealth Partners
Massachusetts
$871K -$202K -1,455 -18%
MG
439
Mather Group
Illinois
$868K
MA
440
Mutual Advisors
Nebraska
$868K -$68.3K -492 -7%
OIA
441
OneDigital Investment Advisors
Kansas
$852K +$141K +1,014 +19%
BIM
442
Baldwin Investment Management
Pennsylvania
$847K
PCM
443
Parsons Capital Management
Rhode Island
$845K +$111K +801 +15%
CWM
444
Collaborative Wealth Management
Florida
$829K -$11.1K -80 -1%
CW
445
CreativeOne Wealth
Kansas
$828K +$285K +2,051 +50%
TC
446
TownSquare Capital
Utah
$823K -$56.6K -408 -6%
WCA
447
Waypoint Capital Advisors
Minnesota
$814K
AIFAIM
448
American Institute for Advanced Investment Management
Arizona
$814K -$410K -2,953 -33%
FOA
449
Five Oceans Advisors
California
$805K -$5.27K -38 -0.6%
IFG
450
Independent Financial Group
California
$802K -$237K -1,711 -22%