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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truepoint Inc
576
Truepoint Inc
Ohio
$693K -$2.21K -13 -0.3%
First Trust Advisors
577
First Trust Advisors
Illinois
$685K -$94.1K -553 -12%
GIM
578
Goelzer Investment Management
Indiana
$680K -$193K -1,132 -23%
IAG
579
Investmark Advisory Group
Connecticut
$679K – – –
KW
580
Keyvantage Wealth
Pennsylvania
$679K -$7.15K -42 -1%
XPN
581
XY Planning Network
Montana
$679K – – –
RFP
582
Root Financial Partners
California
$661K +$644K +3,786 New
CWM
583
Copia Wealth Management
Oregon
$660K +$22.3K +131 +4%
PPW
584
Pasadena Private Wealth
California
$658K -$52.4K -308 -8%
YWS
585
Yarger Wealth Strategies
Ohio
$650K +$14K +82 +2%
BCA
586
Bay Colony Advisors
Massachusetts
$642K -$154K -907 -20%
Aspiriant LLC
587
Aspiriant LLC
California
$641K – – –
PI
588
PFG Investments
New York
$640K +$9.36K +55 +2%
RIS
589
Richmond Investment Services
Wisconsin
$640K -$20.4K -120 -3%
KFI
590
Key Financial Inc
Pennsylvania
$633K – – –
MFS
591
McNamara Financial Services
Massachusetts
$631K -$3.06K -18 -0.5%
RWA Wealth Partners
592
RWA Wealth Partners
Massachusetts
$631K -$354K -2,081 -37%
Huntington National Bank
593
Huntington National Bank
Ohio
$626K – – –
EPM
594
Elm Partners Management
Pennsylvania
$625K +$140K +825 +30%
NFG
595
Nations Financial Group
Iowa
$623K -$26.4K -155 -4%
RCAG
596
Rehmann Capital Advisory Group
Michigan
$622K – – –
EFL
597
ERn Financial LLC
Wisconsin
$619K -$67.5K -397 -10%
LFA
598
Lauterbach Financial Advisors
Texas
$618K – – –
ZBNA
599
Zions Bancorporation, National Association
Utah
$617K – – –
BBPWM
600
Blue Bell Private Wealth Management
Pennsylvania
$617K +$96.8K +569 +19%