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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
526
Bay Colony Advisors
Massachusetts
$781K -$32.9K -201 -4%
Empower Advisory Group
527
Empower Advisory Group
Colorado
$778K -$36.6K -224 -4%
FHA
528
Flagship Harbor Advisors
Massachusetts
$777K +$490 +3 +0.1%
NW
529
NewEdge Wealth
Pennsylvania
$776K +$23.9K +146 +3%
HR
530
Howe & Rusling
New York
$775K +$71.9K +440 +10%
AB
531
Atlas Brown
Kentucky
$772K +$654 +4 +0.1%
Envestnet Portfolio Solutions
532
Envestnet Portfolio Solutions
Illinois
$764K -$883K -5,402 -53%
TI
533
Truepoint Inc
Ohio
$761K -$145K -887 -16%
CT
534
Colonial Trust
South Carolina
$760K – – –
WWA
535
Wingate Wealth Advisors
Massachusetts
$759K – – –
CD
536
Chapin Davis
Maryland
$752K – – –
Legacy Financial Group (Iowa)
537
Legacy Financial Group (Iowa)
Iowa
$746K -$79.8K -488 -10%
Kovitz Investment Group Partners
538
Kovitz Investment Group Partners
Illinois
$744K -$40.1K -245 -5%
HP
539
Holistic Planning
Texas
$735K -$23.1K -141 -3%
WI
540
WrapManager Inc
California
$731K -$2.29K -14 -0.3%
RA
541
Rockingstone Advisors
Massachusetts
$726K – – –
SFP
542
Strategic Financial Partners
Oregon
$711K -$8.66K -53 -1%
FA
543
Financial Alternatives
California
$707K – – –
MF
544
Meridian Financial
Massachusetts
$699K +$981 +6 +0.1%
IWM
545
Inlight Wealth Management
Georgia
$699K +$712K +4,354 New
SAM
546
Smartleaf Asset Management
Massachusetts
$692K +$564K +3,450 +384%
HB
547
Horizon Bancorp
Indiana
$687K +$230K +1,406 +49%
KW
548
Keyvantage Wealth
Pennsylvania
$677K -$911K -5,574 -57%
ETC
549
Exchange Traded Concepts
Oklahoma
$674K +$192K +1,176 +39%
OPAM
550
Ocean Park Asset Management
California
$674K +$206K +1,260 +43%