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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPB
501
First PREMIER Bank
South Dakota
$117K – – –
JGIA
502
Jackson Grant Investment Advisers
Connecticut
$112K +$807 +7 +0.8%
TL
503
TrueWealth LLC
Georgia
$110K – – –
BW
504
Bison Wealth
Georgia
$110K +$106K +922 New
OPS
505
Orion Portfolio Solutions
Nebraska
$108K +$105K +907 New
CFA
506
Carroll Financial Associates
North Carolina
$107K – – –
CCM
507
Covington Capital Management
California
$106K +$39.2K +340 +62%
PA
508
Parallel Advisors
California
$100K +$1.38K +12 +1%
IFA
509
Interactive Financial Advisors
Illinois
$99K +$95.3K +827 New
VRM
510
Vectors Research Management
New York
$98K -$59.3K -515 -39%
FP
511
Financial Perspectives
Minnesota
$96.5K +$93.3K +810 New
PMFA
512
Plante Moran Financial Advisors
Michigan
$96K +$1.38K +12 +2%
JCM
513
Jacobi Capital Management
Pennsylvania
$95K +$576 +5 +0.6%
MPCG
514
Matrix Private Capital Group
New York
$95K +$91.6K +795 New
PB
515
Pinnacle Bancorp
Nebraska
$94K – – –
WAP
516
Wealthcare Advisory Partners
Pennsylvania
$85K +$49.5K +430 +152%
PA
517
PSI Advisors
Florida
$85K +$82.7K +718 New
1IA
518
1834 Investment Advisors
Wisconsin
$84K +$13.3K +115 +19%
Chevy Chase Trust
519
Chevy Chase Trust
Maryland
$83K +$80.4K +698 New
BUB
520
BBVA USA Bancshares
Texas
$83K +$80.5K +699 New
CIAS
521
CBIZ Investment Advisory Services
Ohio
$82K – – –
SIAS
522
Shine Investment Advisory Services
Colorado
$78K – – –
BCA
523
Berman Capital Advisors
Georgia
$77K – – –
FCM
524
Firestone Capital Management
Florida
$75K +$72.6K +630 New
MRCM
525
M&R Capital Management
New Jersey
$73K – – –