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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
451
Clarus Wealth Advisors
Arizona
$24K – – –
WB
452
Webster Bank
Connecticut
$24K – – –
KTC
453
Kistler-Tiffany Companies
Pennsylvania
$22K +$24.6K +234 New
TCOV
454
Trust Company of Vermont
Vermont
$20K – – –
LFG
455
LifePlan Financial Group
Ohio
$19K -$44.8K -427 -69%
OIA
456
OneDigital Investment Advisors
Kansas
$18K -$194K -1,847 -91%
OC
457
Oakworth Capital
Alabama
$18K -$4.93K -47 -20%
FGC
458
Financial Gravity Companies
Texas
$18K +$18.2K +173 New
ME
459
McIlrath & Eck
Washington
$17K – – –
MG
460
MilWealth Group
Wisconsin
$16.6K +$18.4K +175 New
GI
461
Gradient Investments
Minnesota
$16K – – –
VCM
462
Versant Capital Management
Arizona
$16K – – –
CA
463
Claro Advisors
Massachusetts
$16K +$15K +143 New
PCTC
464
Perkins Coie Trust Company
Washington
$15K – – –
BWA
465
Burt Wealth Advisors
Maryland
$14K +$11K +105 +233%
PFO
466
Pathstone Family Office
New Jersey
$14K +$15.2K +145 New
FDCDDQ
467
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4K – – –
BC
468
Barnett & Company
Tennessee
$12K – – –
FNC
469
First National Corp
Massachusetts
$12K +$13.5K +129 New
FRA
470
Front Row Advisors
California
$10K – – –
MSA
471
Marino Stram & Associates
Massachusetts
$9K – – –
CAGAS
472
Capital Advisory Group Advisory Services
Minnesota
$8K – – –
JA
473
JOYN Advisors
Georgia
$8K +$8.5K +81 New
LFG
474
Larson Financial Group
Missouri
$8K +$8.61K +82 New
BRC
475
Bell Rock Capital
Delaware
$8K +$8.92K +85 New