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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
601
MGO One Seven
Ohio
$298K -$36.9K -251 -11%
PA
602
PFG Advisors
Arizona
$298K -$16.6K -113 -5%
EAM
603
Evanson Asset Management
California
$298K +$1.18K +8 +0.4%
ECM
604
Evergreen Capital Management
Washington
$297K – – –
Kovitz Investment Group Partners
605
Kovitz Investment Group Partners
Illinois
$294K +$65.9K +449 +22%
BPWM
606
Badgley Phelps Wealth Managers
Washington
$294K +$287K +1,957 New
MAG
607
MRA Advisory Group
New Jersey
$294K +$288K +1,958 New
HWA
608
Heritage Wealth Advisors
Virginia
$293K – – –
FPCG
609
Fort Pitt Capital Group
Pennsylvania
$292K – – –
SIC
610
Sterling Investment Counsel
New York
$291K +$284K +1,935 New
TFA
611
Triad Financial Advisors
North Carolina
$290K +$283K +1,930 New
IFWM
612
Institute for Wealth Management
Colorado
$289K – – –
CAMG
613
CWA Asset Management Group
Florida
$288K -$22.9K -156 -8%
KCM
614
Kennicott Capital Management
California
$288K – – –
QCIG
615
Quad-Cities Investment Group
Iowa
$283K +$2.79K +19 +1%
IA
616
IFG Advisory
Georgia
$282K +$15.1K +103 +6%
GT
617
Greenleaf Trust
Michigan
$279K -$27.9K -190 -9%
Franklin Resources
618
Franklin Resources
California
$279K – – –
HGERS
619
Householder Group Estate & Retirement Specialist
Arizona
$278K +$271K +1,848 New
CSB
620
City State Bank
Iowa
$277K +$270K +1,842 New
BWM
621
Benchmark Wealth Management
Connecticut
$272K – – –
CHP
622
Cable Hill Partners
Oregon
$272K – – –
TFGT
623
TS Financial Group (TSFG)
Illinois
$270K +$58.7K +400 +29%
WA
624
Wealthstream Advisors
New York
$270K +$264K +1,798 New
HIC
625
Holderness Investments Company
North Carolina
$269K +$2.5K +17 +1%