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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
676
MV Capital Management
Maryland
$147K +$38.6K +285 +31%
LFA
677
Level Financial Advisors
New York
$145K +$135 +1 +0.1%
CFD
678
Creative Financial Designs
Indiana
$136K -$2.3K -17 -2%
SBL
679
Sargent Bickham Lagudis
Colorado
$132K
BFPW
680
BOK Financial Private Wealth
Colorado
$129K +$11.6K +86 +9%
PFBT
681
Parkside Financial Bank & Trust
Missouri
$128K +$11.9K +88 +9%
ADL
682
Asset Dedication LLC
California
$126K +$140K +1,033 New
JGIA
683
Jackson Grant Investment Advisers
Connecticut
$121K +$677 +5 +0.5%
FPB
684
First PREMIER Bank
South Dakota
$119K
TF
685
TimeScale Financial
Massachusetts
$119K +$677 +5 +0.5%
CFFP
686
Center for Financial Planning
Michigan
$118K -$3.65K -27 -3%
LB
687
Legacy Bridge
Iowa
$117K
FP
688
Financial Perspectives
Minnesota
$115K +$2.98K +22 +2%
GIA
689
GHP Investment Advisors
Colorado
$113K +$54.4K +402 +77%
GI
690
Gradient Investments
Minnesota
$109K -$13K -96 -10%
MCC
691
Money Concepts Capital
Florida
$104K +$8.12K +60 +8%
FFA
692
Founders Financial Alliance
North Carolina
$98K -$169K -1,246 -61%
SSC
693
Syverson Strege & Co
Iowa
$96K -$19.6K -145 -16%
MPCG
694
Matrix Private Capital Group
New York
$93K +$1.08K +8 +1%
MOS
695
MGO One Seven
Ohio
$92.7K +$10.8M +80,033 +2,147%
WFA
696
Wipfli Financial Advisors
Wisconsin
$91K +$101K +749 New
HBW
697
Hazlett, Burt & Watson
West Virginia
$88K +$541 +4 +0.6%
CCM
698
Covington Capital Management
California
$87K +$5.69K +42 +6%
NL
699
NVWM LLC
Pennsylvania
$85K +$3.38K +25 +4%
BCMLT
700
Beacon Capital Management LLC (Tennessee)
Tennessee
$82K -$135 -1 -0.2%