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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
701
MCF Advisors
Kentucky
$238K -$7.06K -51 -3%
NL
702
NWAM LLC
Washington
$236K -$342K -2,466 -58%
NCMW
703
Northern Capital Management (Washington)
Washington
$236K -$1.89M -13,624 -88%
VFA
704
Valeo Financial Advisors
Indiana
$232K +$245K +1,772 New
CT
705
Caldwell Trust
Florida
$231K -$21.5K -155 -8%
B
706
Bailard
California
$231K +$244K +1,764 New
SW
707
SVB Wealth
Massachusetts
$227K -$164K -1,186 -41%
KeyBank National Association
708
KeyBank National Association
Ohio
$227K -$153K -1,103 -39%
WCAMG
709
Woodard & Company Asset Management Group
North Carolina
$227K -$9.42K -68 -4%
LSA
710
Lion Street Advisors
Texas
$227K +$970 +7 +0.4%
GL
711
Graypoint LLC
New York
$227K -$111K -802 -32%
BBHC
712
Brown Brothers Harriman & Co
New York
$226K
AL
713
Aspiriant LLC
California
$225K -$3.05K -22 -1%
IA
714
IFG Advisory
Georgia
$224K +$237K +1,709 New
BW
715
BIP Wealth
Georgia
$223K +$236K +1,701 New
VA
716
Valmark Advisers
Ohio
$220K -$34.9K -252 -13%
LC
717
Lindbrook Capital
California
$219K +$2.77K +20 +1%
LWMG
718
Levy Wealth Management Group
Pennsylvania
$217K +$3.74K +27 +2%
HPWM
719
High Pines Wealth Management
Massachusetts
$217K
CWP
720
Concord Wealth Partners
Virginia
$214K +$8.73K +63 +4%
AMR
721
Asset Management Resources
Massachusetts
$210K
VVP
722
Venture Visionary Partners
Ohio
$210K +$1.25K +9 +0.6%
RCA
723
Ranch Capital Advisors
Florida
$207K -$277 -2 -0.1%
CCA
724
Cravens & Co Advisors
Tennessee
$204K
CFD
725
Creative Financial Designs
Indiana
$203K -$21.7K -157 -9%