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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Evergreen Capital Management
651
Evergreen Capital Management
Washington
$637K +$374 +2 +0.1%
Koshinski Asset Management
652
Koshinski Asset Management
Illinois
$637K -$187 -1 -0%
SAM
653
S.A. Mason
Michigan
$635K – – –
AGWCA
654
Annis Gardner Whiting Capital Advisors
Florida
$634K +$112K +600 +21%
CWM
655
Copia Wealth Management
Oregon
$634K -$66.5K -356 -9%
IA
656
Inspire Advisors
Idaho
$634K +$83.1K +445 +15%
LFA
657
Lauterbach Financial Advisors
Texas
$634K -$19.2K -103 -3%
TW
658
Traveka Wealth
California
$631K -$33.8K -181 -5%
DAM
659
Directional Asset Management
Illinois
$630K -$160K -857 -20%
EFL
660
ERn Financial LLC
Wisconsin
$629K -$22K -118 -3%
LCWP
661
Legacy Capital Wealth Partners
Arkansas
$629K -$13.5K -72 -2%
RFP
662
Root Financial Partners
California
$627K -$7.47K -40 -1%
Exchange Traded Concepts
663
Exchange Traded Concepts
Oklahoma
$622K -$94.5K -506 -13%
OPAM
664
Ocean Park Asset Management
California
$622K -$88.6K -474 -12%
C
665
Croban
Ohio
$619K -$23.9K -128 -4%
MW
666
Merited Wealth
Florida
$617K -$32.5K -174 -5%
PCS
667
Private Client Services
Kentucky
$616K -$2.24K -12 -0.4%
SI
668
Stirlingshire Investments
New York
$616K +$403K +2,159 +183%
ODIJL
669
One Day In July LLC
Vermont
$615K +$6.17K +33 +1%
IIA
670
Integral Investment Advisors
California
$611K +$120K +640 +24%
FFG
671
Fiduciary Financial Group
California
$606K +$2.62K +14 +0.4%
First Trust Advisors
672
First Trust Advisors
Illinois
$602K -$110K -588 -15%
CMBA
673
C.M. Bidwell & Associates
Hawaii
$601K -$17.7K -95 -3%
VFIC
674
Valley Forge Investment Consultants
Pennsylvania
$597K – – –
FC
675
Fairscale Capital
New Hampshire
$595K +$187 +1 +0%