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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACI
776
Alpha Cubed Investments
California
$215K +$200K +1,486 New
AC
777
Abbrea Capital
California
$215K +$200K +1,486 New
WCAMG
778
Woodard & Company Asset Management Group
North Carolina
$214K -$34.1K -254 -15%
EWM
779
Endowment Wealth Management
Wisconsin
$213K +$197K +1,467 New
AAS
780
Asset Allocation Strategies
Michigan
$211K +$195K +1,454 New
WIC
781
Woodmont Investment Counsel
Tennessee
$210K +$195K +1,449 New
SFS
782
Summit Financial Strategies
Ohio
$210K +$194K +1,446 New
CGA
783
Crescent Grove Advisors
Illinois
$209K +$194K +1,441 New
SFP
784
Shepherd Financial Partners
Massachusetts
$208K +$192K +1,433 New
DW
785
Dodds Wealth
Colorado
$207K +$192K +1,430 New
B
786
Bailard
California
$207K -$45K -335 -19%
UAG
787
United Advisor Group
Ohio
$205K +$189K +1,410 New
OPPS
788
Obsidian Personal Planning Solutions
Maryland
$204K +$189K +1,409 New
TF
789
Theory Financial
Colorado
$204K +$189K +1,406 New
CA
790
Crane Advisory
California
$203K +$190K +1,412 New
TDC
791
Thompson Davis & Co
Virginia
$203K +$188K +1,400 New
LFG
792
Larson Financial Group
Missouri
$202K -$15.7K -117 -8%
FPCG
793
Fort Pitt Capital Group
Pennsylvania
$202K +$187K +1,394 New
Bessemer Group
794
Bessemer Group
New Jersey
$202K – – –
KCM
795
Kornitzer Capital Management
Kansas
$201K +$186K +1,387 New
WI
796
Wintrust Investments
Illinois
$201K +$186K +1,384 New
BAG
797
Bridgewealth Advisory Group
California
$200K +$185K +1,379 New
PFBT
798
Parkside Financial Bank & Trust
Missouri
$199K – – –
WFA
799
Wells Financial Advisors
Massachusetts
$195K – – –
MA
800
Marquette Associates
Illinois
$194K +$180K +1,341 New