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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CM
501
Cornerstone Management
Georgia
$312K
Deutsche Bank
502
Deutsche Bank
Germany
$310K -$270K -1,901 -46%
FMWA
503
Forvis Mazars Wealth Advisors
Missouri
$308K
JCIA
504
Jackson Creek Investment Advisors
Colorado
$306K +$6.39K +45 +2%
SAM
505
Seelaus Asset Management
New Jersey
$306K +$22K +155 +8%
GRP
506
Global Retirement Partners
California
$305K +$16.6K +117 +6%
DWP
507
Destiny Wealth Partners
Florida
$299K
KCM
508
Karp Capital Management
California
$299K +$52.3K +368 +21%
WPP
509
Whalerock Point Partners
Rhode Island
$293K
OWP
510
Obermeyer Wealth Partners
Colorado
$293K +$70.5K +496 +31%
PA
511
PFG Advisors
Arizona
$292K -$203K -1,427 -41%
CAMG
512
CWA Asset Management Group
Florida
$289K +$1.42K +10 +0.5%
PL
513
Plancorp LLC
Missouri
$285K
PFA
514
Professional Financial Advisors
Nebraska
$285K +$3.98K +28 +1%
GT
515
Greenleaf Trust
Michigan
$285K +$290K +2,044 New
MCM
516
Maryland Capital Management
Maryland
$283K
Kovitz Investment Group Partners
517
Kovitz Investment Group Partners
Illinois
$282K -$1.42K -10 -0.5%
MMPW
518
Mitchell McLeod Pugh & Williams
Alabama
$281K
SA
519
Strategic Advisors
New York
$280K
NAS
520
Nicolet Advisory Services
Wisconsin
$280K +$284 +2 +0.1%
NWA
521
Navis Wealth Advisors
New York
$279K
EAM
522
Evanson Asset Management
California
$277K +$710 +5 +0.3%
ECM
523
Evergreen Capital Management
Washington
$276K +$280K +1,974 New
CG
524
Caprock Group
Idaho
$274K
OLA
525
Oliver Luxxe Assets
New Jersey
$274K +$28.4K +200 +11%