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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
576
First Trust Advisors
Illinois
$685K -$94.1K -553 -12%
GIM
577
Goelzer Investment Management
Indiana
$680K -$193K -1,132 -23%
IAG
578
Investmark Advisory Group
Connecticut
$679K
KW
579
Keyvantage Wealth
Pennsylvania
$679K -$7.15K -42 -1%
XPN
580
XY Planning Network
Montana
$679K
RFP
581
Root Financial Partners
California
$661K +$644K +3,786 New
CWM
582
Copia Wealth Management
Oregon
$660K +$22.3K +131 +4%
PPW
583
Pasadena Private Wealth
California
$658K -$52.4K -308 -8%
YWS
584
Yarger Wealth Strategies
Ohio
$650K +$14K +82 +2%
BCA
585
Bay Colony Advisors
Massachusetts
$642K -$154K -907 -20%
AL
586
Aspiriant LLC
California
$641K
PI
587
PFG Investments
New York
$640K +$9.36K +55 +2%
RIS
588
Richmond Investment Services
Wisconsin
$640K -$20.4K -120 -3%
KFI
589
Key Financial Inc
Pennsylvania
$633K
MFS
590
McNamara Financial Services
Massachusetts
$631K -$3.06K -18 -0.5%
RWP
591
RWA Wealth Partners
Massachusetts
$631K -$354K -2,081 -37%
HNB
592
Huntington National Bank
Ohio
$626K
EPM
593
Elm Partners Management
Pennsylvania
$625K +$140K +825 +30%
NFG
594
Nations Financial Group
Iowa
$623K -$26.4K -155 -4%
RCAG
595
Rehmann Capital Advisory Group
Michigan
$622K
EFL
596
ERn Financial LLC
Wisconsin
$619K -$67.5K -397 -10%
LFA
597
Lauterbach Financial Advisors
Texas
$618K
ZBNA
598
Zions Bancorporation, National Association
Utah
$617K
BBPWM
599
Blue Bell Private Wealth Management
Pennsylvania
$617K +$96.8K +569 +19%
CCWM
600
Cassaday & Co Wealth Management
Virginia
$613K +$1.02K +6 +0.2%