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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
476
Bay Colony Advisors
Massachusetts
$724K -$12.5K -93 -2%
OIA
477
OneDigital Investment Advisors
Kansas
$722K -$98.2K -732 -12%
CHA
478
Carmichael Hill & Associates
Maryland
$722K +$10.9K +81 +2%
KA
479
Kovack Advisors
Florida
$721K -$676K -5,037 -49%
SFP
480
Strategic Financial Partners
Oregon
$719K -$22.7K -169 -3%
Koshinski Asset Management
481
Koshinski Asset Management
Illinois
$715K -$23.6K -176 -3%
LG
482
LAM Group
Oregon
$713K +$708K +5,275 New
FIBT
483
First International Bank & Trust
North Dakota
$712K -$1.34K -10 -0.2%
IPW
484
Intergy Private Wealth
Colorado
$710K +$94.2K +702 +15%
AFG
485
AFS Financial Group
Maryland
$703K +$697K +5,197 New
CFA
486
Cahill Financial Advisors
Minnesota
$699K -$250K -1,866 -27%
NCM
487
Novare Capital Management
North Carolina
$693K
MLA
488
My Legacy Advisors
Oregon
$693K -$342K -2,550 -35%
SW
489
SkyOak Wealth
Michigan
$692K -$187K -1,396 -21%
KCM
490
Kennedy Capital Management
Missouri
$689K +$683K +5,094 New
JCM
491
Jacobi Capital Management
Pennsylvania
$689K +$2.28K +17 +0.3%
TPA
492
Trivium Point Advisory
Connecticut
$687K
FHA
493
Flagship Harbor Advisors
Massachusetts
$678K -$537 -4 -0.1%
CGA
494
Crescent Grove Advisors
Illinois
$672K +$215K +1,604 +48%
Franklin Resources
495
Franklin Resources
California
$672K
CT
496
Colonial Trust
South Carolina
$669K -$3.22K -24 -0.5%
MW
497
Marcum Wealth
Ohio
$668K -$120K -893 -15%
DAS
498
Dynamic Advisor Solutions
Arizona
$663K -$78.3K -584 -11%
GIA
499
Gladstone Institutional Advisory
Florida
$660K +$22.3K +166 +4%
Wealthfront Advisers
500
Wealthfront Advisers
California
$659K +$151K +1,129 +30%