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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
526
Kovitz Investment Group Partners
Illinois
$285K
MCM
527
Maryland Capital Management
Maryland
$285K
MMPW
528
Mitchell McLeod Pugh & Williams
Alabama
$283K
SA
529
Strategic Advisors
New York
$282K
PFA
530
Professional Financial Advisors
Nebraska
$282K +$12.7K +90 +5%
LWAC
531
Laurel Wealth Advisors (California)
California
$282K +$284K +2,011 New
NAS
532
Nicolet Advisory Services
Wisconsin
$281K -$90.5K -640 -24%
NWA
533
Navis Wealth Advisors
New York
$281K
KOMWMG
534
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$278K +$7.63K +54 +3%
EAM
535
Evanson Asset Management
California
$277K +$848 +6 +0.3%
CG
536
Caprock Group
Idaho
$275K +$277K +1,960 New
HWA
537
Heritage Wealth Advisors
Virginia
$274K
BBA
538
BLB&B Advisors
Pennsylvania
$272K +$28.8K +204 +12%
PFO
539
Pathstone Family Office
New Jersey
$270K -$8.34K -59 -3%
IA
540
IFG Advisory
Georgia
$269K -$32.8K -232 -11%
KCM
541
Kennicott Capital Management
California
$269K
BFO
542
Biltmore Family Office
North Carolina
$267K
SW
543
SVB Wealth
Massachusetts
$262K +$264K +1,868 New
SBIA
544
Sheaff Brock Investment Advisors
Indiana
$261K
Koshinski Asset Management
545
Koshinski Asset Management
Illinois
$258K -$61.3K -434 -19%
CAM
546
Cidel Asset Management
Ontario, Canada
$255K -$91.9K -650 -26%
BWM
547
Benchmark Wealth Management
Connecticut
$255K
MA
548
MCF Advisors
Kentucky
$255K
CHP
549
Cable Hill Partners
Oregon
$254K
KCM
550
Karp Capital Management
California
$249K