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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
826
Envestnet Portfolio Solutions
Illinois
$387K +$63.5K +328 +20%
NRI
827
NFP Retirement Inc
California
$387K +$112K +580 +42%
HWA
828
Heritage Wealth Advisors
Virginia
$385K
MFG
829
Mosaic Financial Group
Illinois
$384K -$35.6K -184 -9%
LIWM
830
Long Island Wealth Management
New York
$384K
LTL
831
Lowery Thomas LLC
California
$382K +$1.74K +9 +0.5%
OFI
832
Outbound Financial Inc
Colorado
$382K +$48.9K +253 +15%
TA
833
Townsend & Associates
Colorado
$380K
CMMS
834
Comprehensive Money Management Services
Florida
$378K +$9.67K +50 +3%
SA
835
Sovran Advisors
California
$377K +$39.5K +204 +13%
TI
836
Truepoint Inc
Ohio
$375K -$349K -1,806 -49%
BFO
837
Biltmore Family Office
North Carolina
$375K
GA
838
Greenspring Advisors
Maryland
$375K
WP
839
Wealthspan Partners
Iowa
$374K +$50.5K +261 +16%
CGFA
840
Colton Groome Financial Advisors
North Carolina
$372K +$364K +1,882 New
LA
841
LWM Advisors
California
$371K -$7.54K -39 -2%
CA
842
COFG Advisors
Illinois
$371K +$363K +1,877 New
WFPG
843
Waller Financial Planning Group
Ohio
$369K -$67.1K -347 -16%
TFGT
844
TS Financial Group (TSFG)
Illinois
$367K +$193 +1 +0.1%
DWT
845
Dorsey & Whitney Trust
South Dakota
$367K -$4.64K -24 -1%
Deutsche Bank
846
Deutsche Bank
Germany
$367K
HIA
847
HTG Investment Advisors
Connecticut
$366K
VFA
848
Valeo Financial Advisors
Indiana
$365K -$28.1K -145 -7%
SA
849
Sylvest Advisors
Texas
$364K +$357K +1,844 New
EFG
850
Ethos Financial Group
Pennsylvania
$363K