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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPP
651
Private Portfolio Partners
New Jersey
$278K +$273K +1,856 New
Franklin Resources
652
Franklin Resources
California
$277K – – –
HGERS
653
Householder Group Estate & Retirement Specialist
Arizona
$277K +$441 +3 +0.2%
MFA
654
Mayflower Financial Advisors
Massachusetts
$277K +$272K +1,851 New
BBHC
655
Brown Brothers Harriman & Co
New York
$276K -$49.7K -338 -15%
CSB
656
City State Bank
Iowa
$276K – – –
RA
657
RFG Advisory
Alabama
$275K -$637K -4,331 -70%
TIA
658
Tiemann Investment Advisors
California
$273K -$109K -740 -29%
BWM
659
Benchmark Wealth Management
Connecticut
$271K – – –
FMWA
660
Forvis Mazars Wealth Advisors
Missouri
$270K -$59.4K -404 -18%
TFGT
661
TS Financial Group (TSFG)
Illinois
$269K -$735 -5 -0.3%
WA
662
Wealthstream Advisors
New York
$269K – – –
GT
663
Greenleaf Trust
Michigan
$263K -$14.6K -99 -5%
LWMG
664
Levy Wealth Management Group
Pennsylvania
$261K +$1.03K +7 +0.4%
BFA
665
BMS Financial Advisors
South Dakota
$256K – – –
AMR
666
Asset Management Resources
Massachusetts
$255K +$251K +1,706 New
WP
667
Wealthspan Partners
Iowa
$253K – – –
WP
668
WealthPLAN Partners
Nebraska
$253K +$35.4K +241 +16%
WIM
669
WealthPlan Investment Management
Nebraska
$253K +$262K +1,781 New
HIP
670
HUB Investment Partners
Texas
$251K -$111K -757 -31%
KCM
671
Karp Capital Management
California
$247K -$129K -874 -35%
VFA
672
Valeo Financial Advisors
Indiana
$246K +$32.2K +219 +15%
WIC
673
Woodmont Investment Counsel
Tennessee
$244K +$1.03K +7 +0.4%
SWM
674
Silverlake Wealth Management
Vermont
$243K +$882 +6 +0.4%
MHS
675
M Holdings Securities
Oregon
$242K +$238K +1,618 New