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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
601
Kovitz Investment Group Partners
Illinois
$294K +$65.9K +449 +22%
BPWM
602
Badgley Phelps Wealth Managers
Washington
$294K +$287K +1,957 New
MAG
603
MRA Advisory Group
New Jersey
$294K +$288K +1,958 New
HWA
604
Heritage Wealth Advisors
Virginia
$293K
FPCG
605
Fort Pitt Capital Group
Pennsylvania
$292K
SIC
606
Sterling Investment Counsel
New York
$291K +$284K +1,935 New
TFA
607
Triad Financial Advisors
North Carolina
$290K +$283K +1,930 New
IFWM
608
Institute for Wealth Management
Colorado
$289K
CAMG
609
CWA Asset Management Group
Florida
$288K -$22.9K -156 -8%
KCM
610
Kennicott Capital Management
California
$288K
QCIG
611
Quad-Cities Investment Group
Iowa
$283K +$2.79K +19 +1%
IA
612
IFG Advisory
Georgia
$282K +$15.1K +103 +6%
GT
613
Greenleaf Trust
Michigan
$279K -$27.9K -190 -9%
Franklin Resources
614
Franklin Resources
California
$279K
HGERS
615
Householder Group Estate & Retirement Specialist
Arizona
$278K +$271K +1,848 New
CSB
616
City State Bank
Iowa
$277K +$270K +1,842 New
BWM
617
Benchmark Wealth Management
Connecticut
$272K
CHP
618
Cable Hill Partners
Oregon
$272K
TFGT
619
TS Financial Group (TSFG)
Illinois
$270K +$58.7K +400 +29%
WA
620
Wealthstream Advisors
New York
$270K +$264K +1,798 New
HIC
621
Holderness Investments Company
North Carolina
$269K +$2.5K +17 +1%
DWT
622
Dorsey & Whitney Trust
South Dakota
$263K +$5.58K +38 +2%
TRCT
623
Tower Research Capital (TRC)
New York
$261K -$2.17M -14,810 -90%
LWMG
624
Levy Wealth Management Group
Pennsylvania
$261K +$1.18K +8 +0.5%
SAM
625
Silvercrest Asset Management
New York
$260K