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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
476
Carmichael Hill & Associates
Maryland
$707K -$9.43K -68 -1%
PFC
477
Phocas Financial Corp
California
$700K -$204K -1,470 -22%
Koshinski Asset Management
478
Koshinski Asset Management
Illinois
$699K -$10.1K -73 -1%
CFA
479
Cahill Financial Advisors
Minnesota
$698K +$5.27K +38 +0.7%
KA
480
Kovack Advisors
Florida
$697K -$17.6K -127 -2%
AFG
481
AFS Financial Group
Maryland
$697K – – –
NCM
482
Novare Capital Management
North Carolina
$687K – – –
UFA
483
US Financial Advisors
Massachusetts
$678K +$39.3K +283 +6%
AMC
484
Asset Management Corp
Illinois
$677K +$701K +5,051 New
OPS
485
Orion Portfolio Solutions
Nebraska
$673K +$112K +809 +19%
BCI
486
Brinker Capital Investments
Pennsylvania
$673K +$697K +5,022 New
CAC
487
Certified Advisory Corp
Florida
$673K -$87.7K -632 -11%
JCM
488
Jacobi Capital Management
Pennsylvania
$672K -$11K -79 -2%
PI
489
PFG Investments
New York
$664K +$687K +4,954 New
GIA
490
Gladstone Institutional Advisory
Florida
$661K +$6.66K +48 +1%
AWM
491
Atticus Wealth Management
Florida
$660K -$346K -2,495 -34%
CT
492
Colonial Trust
South Carolina
$654K -$9.57K -69 -1%
1IA
493
1834 Investment Advisors
Wisconsin
$654K +$360K +2,592 +113%
MSA
494
Marino Stram & Associates
Massachusetts
$654K +$26.5K +191 +4%
CAG
495
Csenge Advisory Group
Florida
$651K +$1.94K +14 +0.3%
MLA
496
My Legacy Advisors
Oregon
$649K +$15K +108 +2%
GCM
497
G2 Capital Management
Ohio
$647K – – –
MW
498
Marcum Wealth
Ohio
$643K -$20K -144 -3%
FHA
499
Flagship Harbor Advisors
Massachusetts
$643K -$30.1K -217 -4%
NFP
500
Narus Financial Partners
Utah
$633K +$29.3K +211 +5%