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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
751
Cornerstone Advisory
Maryland
$35K +$34.2K +233 New
PA
752
Parallel Advisors
California
$34K – – –
WFA
753
West Financial Advisors
Iowa
$33K – – –
RPCONE
754
Retirement Planning Company of New England
Rhode Island
$33K +$32.3K +220 New
BAM
755
Baldrige Asset Management
Pennsylvania
$31K – – –
PIP
756
Peachtree Investment Partners
Florida
$30K – – –
SFPG
757
Stonebridge Financial Planning Group
Florida
$30K – – –
AP
758
Atwood & Palmer
Missouri
$29K – – –
TFP
759
Tilia Fiduciary Partners
North Carolina
$28K +$27.8K +189 New
SMA
760
Sage Mountain Advisors
Georgia
$27K +$147 +1 +0.6%
EWM
761
Evermay Wealth Management
Virginia
$26K – – –
MFA
762
Morling Financial Advisors
California
$26K +$25.4K +173 New
MIM
763
MTM Investment Management
South Carolina
$25K – – –
AIP
764
Ameritas Investment Partners
Nebraska
$25K +$147 +1 +0.6%
GWANC
765
Guardian Wealth Advisors (North Carolina)
North Carolina
$23K +$22.2K +151 New
AIM
766
Anchor Investment Management
South Carolina
$22.6K – – –
APC
767
Aspire Private Capital
North Carolina
$21K – – –
WB
768
West Bancorporation
Iowa
$21K +$20.3K +138 New
RPCA
769
Running Point Capital Advisors
California
$21K +$20.4K +139 New
CA
770
CoreCap Advisors
Michigan
$20K +$19.2K +131 New
M1FG
771
Mach-1 Financial Group
Arkansas
$20K +$20.1K +137 New
GTAM
772
Global Trust Asset Management
Florida
$19K – – –
AF
773
Affiance Financial
Minnesota
$18K – – –
BA
774
Bellwether Advisors
Nebraska
$18K – – –
BFC
775
Bedel Financial Consulting
Indiana
$18K +$5.58K +38 +47%