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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
$882K +$4.85K +35 +0.5%
RIM
427
Rockbridge Investment Management
New York
$879K
MSA
428
Marino Stram & Associates
Massachusetts
$872K +$116K +837 +14%
Franklin Resources
429
Franklin Resources
California
$868K +$369K +2,662 +67%
LFAS
430
Level Four Advisory Services
Texas
$868K +$220K +1,588 +32%
GJIA
431
Glass Jacobson Investment Advisors
Maryland
$865K +$26.9K +194 +3%
AIFAIM
432
American Institute for Advanced Investment Management
Arizona
$860K -$145K -1,045 -14%
WI
433
WrapManager Inc
California
$859K -$134K -970 -13%
JIC
434
Johnson Investment Counsel
Ohio
$859K +$554 +4 +0.1%
RWP
435
RWA Wealth Partners
Massachusetts
$849K +$139 +1 +0%
BIM
436
Baldwin Investment Management
Pennsylvania
$828K +$4.02K +29 +0.5%
AT
437
American Trust
Kentucky
$820K -$976K -7,046 -53%
KFP
438
KMG Fiduciary Partners
Ohio
$819K
IWM
439
IHT Wealth Management
Illinois
$816K -$610K -4,406 -41%
Renaissance Technologies
440
Renaissance Technologies
New York
$799K +$291K +2,100 +53%
MSFS
441
Main Street Financial Solutions
Pennsylvania
$795K -$71.5K -516 -8%
WCA
442
Waypoint Capital Advisors
Minnesota
$795K
CWM
443
Chemistry Wealth Management
New York
$790K -$21.7K -157 -3%
NLP
444
Next Level Private
New York
$788K +$12.2K +88 +1%
GPA
445
Guidance Point Advisors
Massachusetts
$785K +$4.43K +32 +0.5%
FA
446
FC Advisory
Pennsylvania
$784K +$24.8K +179 +3%
STA
447
Summit Trail Advisors
New York
$781K +$501K +3,619 +154%
IPW
448
Intergy Private Wealth
Colorado
$780K +$1.25K +9 +0.2%
RFC
449
Regions Financial Corp
Alabama
$775K +$20.8K +150 +3%
FA
450
FDx Advisors
Illinois
$771K -$175K -1,265 -18%