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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
576
Center for Financial Planning
Michigan
$164K +$41.6K +293 +33%
MA
577
Montag & Associates
Georgia
$158K -$210K -1,476 -57%
SBL
578
Sargent Bickham Lagudis
Colorado
$151K – – –
CFA
579
Carroll Financial Associates
North Carolina
$151K +$142 +1 +0.1%
SC
580
Sierra Capital
Florida
$141K – – –
NSIM
581
North Star Investment Management
Illinois
$141K +$284 +2 +0.2%
JGIA
582
Jackson Grant Investment Advisers
Connecticut
$136K +$568 +4 +0.4%
LB
583
Legacy Bridge
Iowa
$134K -$7.1K -50 -5%
TF
584
TimeScale Financial
Massachusetts
$133K +$426 +3 +0.3%
FPB
585
First PREMIER Bank
South Dakota
$132K – – –
AWA
586
Arkadios Wealth Advisors
Georgia
$131K -$32.1K -226 -19%
FP
587
Financial Perspectives
Minnesota
$129K – – –
BU
588
BBVA USA
Alabama
$127K – – –
PMFA
589
Plante Moran Financial Advisors
Michigan
$117K -$5.97K -42 -5%
JFGIW
590
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K +$1.14K +8 +1%
FFA
591
Founders Financial Alliance
North Carolina
$112K – – –
SSC
592
Syverson Strege & Co
Iowa
$110K – – –
CCM
593
Covington Capital Management
California
$94K -$4.26K -30 -4%
MPCG
594
Matrix Private Capital Group
New York
$92K +$142 +1 +0.2%
MRCM
595
M&R Capital Management
New Jersey
$85K – – –
RG
596
Retirement Group
California
$82K – – –
SCA
597
Stonebridge Capital Advisors
Minnesota
$81K +$6.53K +46 +9%
1IA
598
1834 Investment Advisors
Wisconsin
$80K – – –
CB
599
Community Bank
New York
$80K – – –
BWM
600
BerganKDV Wealth Management
Minnesota
$80K +$14.6K +103 +22%