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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
601
Creekside Partners
California
$797K +$967 +5 +0.1%
CIBC World Market
602
CIBC World Market
Ontario, Canada
$797K -$360K -1,860 -32%
NLP
603
Next Level Private
New York
$795K
AGP
604
Autumn Glory Partners
Texas
$791K
PCM
605
Prelude Capital Management
New York
$790K -$1.26M -6,500 -62%
FCA
606
Fortis Capital Advisors
Kansas
$787K -$158K -817 -17%
PCA
607
Prosperity Capital Advisors
Ohio
$786K -$30.8K -159 -4%
RIM
608
Rockbridge Investment Management
New York
$771K -$14.7K -76 -2%
PI
609
PFG Investments
New York
$769K -$8.71K -45 -1%
BB
610
Busey Bank
Illinois
$763K +$55.7K +288 +8%
AL
611
Aspiriant LLC
California
$761K
CA
612
Continuum Advisory
Idaho
$752K +$14.9K +77 +2%
BBHC
613
Brown Brothers Harriman & Co
New York
$747K +$47.2K +244 +7%
AF
614
Amara Financial
California
$745K +$3.29K +17 +0.5%
HAG
615
HighPoint Advisor Group
Illinois
$740K +$33.7K +174 +5%
FA
616
FDx Advisors
Illinois
$737K -$4.26K -22 -0.6%
TP
617
Trailhead Planners
Minnesota
$737K +$721K +3,729 New
KW
618
Keyvantage Wealth
Pennsylvania
$734K -$6K -31 -0.8%
YWS
619
Yarger Wealth Strategies
Ohio
$732K +$3.29K +17 +0.5%
RA
620
RFG Advisory
Alabama
$730K -$193 -1 -0%
CFGA
621
Cambridge Financial Group (Arizona)
Arizona
$730K -$47.2K -244 -6%
TBT
622
Texas Bank & Trust
Texas
$727K +$1.94K +10 +0.3%
Vanguard National Trust
623
Vanguard National Trust
Pennsylvania
$723K
SWM
624
Sherman Wealth Management
Maryland
$723K
NFG
625
Nations Financial Group
Iowa
$721K +$84.7K +438 +14%