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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
976
FPC Investment Advisory
California
$210K
KCM
977
Kennicott Capital Management
California
$209K -$45.2K -258 -18%
MAG
978
Mayfair Advisory Group
Alabama
$209K -$10.7K -61 -5%
HFS
979
Horizon Financial Services
North Carolina
$207K +$29.4K +168 +17%
FFP
980
Freedom Financial Partners
Minnesota
$207K +$1.4K +8 +0.7%
PWMAG
981
Pinnacle Wealth Management Advisory Group
New Jersey
$206K -$43.8K -250 -18%
PCFFS
982
Pacific Center for Financial Services
California
$206K
Invesco
983
Invesco
Georgia
$206K +$203K +1,160 New
NG
984
Norden Group
Utah
$205K +$202K +1,155 New
AWM
985
Aberdeen Wealth Management
Illinois
$204K +$201K +1,151 New
BFS
986
Bradley Foster & Sargent
Connecticut
$204K
CA
987
Claro Advisors
Massachusetts
$202K +$200K +1,141 New
EIG
988
Ellenbecker Investment Group
Wisconsin
$202K +$199K +1,139 New
FWM
989
FFT Wealth Management
Pennsylvania
$202K +$199K +1,139 New
NDSI
990
Newman Dignan & Sheerar Inc
Rhode Island
$202K -$112K -638 -36%
SIC
991
Sigma Investment Counselors
Michigan
$202K +$199K +1,136 New
FPGK
992
Financial Partners Group (Kansas)
Kansas
$201K +$190K +1,088 New
CNBT
993
Cornerstone National Bank & Trust
Illinois
$201K
TSS
994
Two Sigma Securities
New York
$201K +$198K +1,132 New
ACM
995
Allred Capital Management
Texas
$201K +$197K +1,127 New
MA
996
Montag & Associates
Georgia
$200K
SAM
997
Smartleaf Asset Management
Massachusetts
$200K +$4.72K +27 +2%
NSAM
998
North Star Asset Management
Wisconsin
$200K +$198K +1,129 New
MWM
999
MGB Wealth Management
Texas
$198K +$350 +2 +0.2%
WFA
1000
Wells Financial Advisors
Massachusetts
$195K -$15.1K -86 -7%