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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
426
Ancora Advisors
Ohio
$990K +$133 +1 +0%
FA
427
FDx Advisors
Illinois
$989K -$19.9K -149 -2%
PCM
428
Parsons Capital Management
Rhode Island
$971K +$94.9K +712 +11%
ZF
429
Zhang Financial
Michigan
$953K +$673K +5,049 +288%
WIA
430
World Investment Advisors
California
$946K -$1.12M -8,428 -55%
RIM
431
Rockbridge Investment Management
New York
$928K -$289K -2,168 -24%
Financial Engines Advisors
432
Financial Engines Advisors
California
$927K -$56.1K -421 -6%
Lido Advisors
433
Lido Advisors
California
$923K +$111K +831 +14%
FANJ
434
Financial Architects (New Jersey)
New Jersey
$921K
MSFS
435
Main Street Financial Solutions
Pennsylvania
$912K -$32.4K -243 -4%
JIC
436
Johnson Investment Counsel
Ohio
$908K +$800 +6 +0.1%
RWP
437
RWA Wealth Partners
Massachusetts
$897K -$1.87K -14 -0.2%
GJIA
438
Glass Jacobson Investment Advisors
Maryland
$887K +$855K +6,411 New
NSG
439
Nalls Sherbakoff Group
Tennessee
$874K +$4.13K +31 +0.5%
BIM
440
Baldwin Investment Management
Pennsylvania
$870K -$3.33K -25 -0.4%
KFP
441
KMG Fiduciary Partners
Ohio
$866K +$111K +832 +15%
CWM
442
Chemistry Wealth Management
New York
$857K -$56.3K -422 -6%
JPLA
443
Joseph P. Lucia & Associates
New York
$850K -$71.7K -538 -8%
MA
444
Mutual Advisors
Nebraska
$848K -$45.3K -340 -5%
IFG
445
Independent Financial Group
California
$848K +$20K +150 +3%
WCA
446
Waypoint Capital Advisors
Minnesota
$840K
NLP
447
Next Level Private
New York
$840K +$803K +6,026 New
VF
448
Virtu Financial
New York
$832K -$348K -2,610 -30%
OIA
449
OneDigital Investment Advisors
Kansas
$831K -$46.4K -348 -5%
GPA
450
Guidance Point Advisors
Massachusetts
$825K +$4.53K +34 +0.6%