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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LB
701
Legacy Bridge
Iowa
$124K – – –
SSC
702
Syverson Strege & Co
Iowa
$120K +$14.1K +100 +12%
MCM
703
MV Capital Management
Maryland
$120K +$131K +923 New
FP
704
Financial Perspectives
Minnesota
$119K +$141 +1 +0.1%
JFGIW
705
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$119K -$11.2K -79 -8%
MCC
706
Money Concepts Capital
Florida
$104K -$1.31M -9,295 -92%
DC
707
Darrow Company
Massachusetts
$101K +$111K +784 New
MPCG
708
Matrix Private Capital Group
New York
$98K +$13.7K +97 +15%
RG
709
Retirement Group
California
$97K +$23.2K +164 +28%
BCMLT
710
Beacon Capital Management LLC (Tennessee)
Tennessee
$95K – – –
HBW
711
Hazlett, Burt & Watson
West Virginia
$92K +$424 +3 +0.4%
NL
712
NVWM LLC
Pennsylvania
$88K +$1.13K +8 +1%
CCM
713
Covington Capital Management
California
$87K – – –
CWM
714
Cedar Wealth Management
California
$81K -$70.7K -500 -44%
BlackRock
715
BlackRock
New York
$79K -$10.2K -72 -11%
MRCM
716
M&R Capital Management
New Jersey
$79K – – –
CB
717
Community Bank
New York
$75K – – –
LFG
718
Larson Financial Group
Missouri
$74K -$16.4K -116 -17%
BWM
719
BerganKDV Wealth Management
Minnesota
$74K – – –
CI
720
Cordant Inc
Oregon
$71K -$75.1K -531 -49%
PA
721
Parallel Advisors
California
$71K +$19.8K +140 +34%
PAIM
722
Punch & Associates Investment Management
Minnesota
$69K +$75.7K +535 New
BEI
723
Benjamin Edwards Inc
Missouri
$68K +$5.38K +38 +8%
GIA
724
GHP Investment Advisors
Colorado
$68K +$72.1K +510 +3,400%
HWMA
725
Heritage Wealth Management (Arizona)
Arizona
$66.7K -$3.82K -27 -5%