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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
626
BMS Financial Advisors
South Dakota
$257K +$251K +1,710 New
CPP
627
Capasso Planning Partners
South Carolina
$256K +$250K +1,702 New
WP
628
Wealthspan Partners
Iowa
$254K +$248K +1,691 New
DP
629
Dearborn Partners
Illinois
$251K +$7.34K +50 +3%
AWA
630
Arkadios Wealth Advisors
Georgia
$249K +$106K +720 +77%
TWP
631
TFO Wealth Partners
Ohio
$245K +$245K +1,669 New
CNBT
632
Cornerstone National Bank & Trust
Illinois
$245K +$239K +1,627 New
WIC
633
Woodmont Investment Counsel
Tennessee
$244K +$1.32K +9 +0.6%
SC
634
Sierra Capital
Florida
$244K +$90K +613 +61%
CCM
635
Crabel Capital Management
California
$243K +$238K +1,619 New
SWM
636
Silverlake Wealth Management
Vermont
$243K +$237K +1,616 New
NF
637
Nikulski Financial
Iowa
$241K
First Manhattan
638
First Manhattan
New York
$239K
OSAM
639
O'Shaughnessy Asset Management
Connecticut
$238K
KCM
640
Kennedy Capital Management
Missouri
$236K +$230K +1,567 New
AWM
641
Apollon Wealth Management
South Carolina
$233K +$228K +1,550 New
VVP
642
Venture Visionary Partners
Ohio
$231K +$1.18K +8 +0.5%
HSA
643
HBK Sorce Advisory
Pennsylvania
$231K +$226K +1,538 New
SIMG
644
Sonora Investment Management Group
Arizona
$226K +$220K +1,501 New
WP
645
WealthPLAN Partners
Nebraska
$225K -$13.7K -93 -6%
AC
646
Abbrea Capital
California
$223K
OC
647
Oppenheimer & Co
New York
$222K -$14.7K -100 -6%
Deutsche Bank
648
Deutsche Bank
Germany
$221K -$110K -750 -34%
BFM
649
Broadview Financial Management
Wisconsin
$221K +$1.18K +8 +0.5%
CT
650
Caldwell Trust
Florida
$221K