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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WG
1051
Wellington Group
Indiana
$116K +$93.8K +502 +392%
BH
1052
Burk Holdings
Oklahoma
$111K +$112K +602 New
NEWAS
1053
N.E.W. Advisory Services
Wisconsin
$111K +$9.53K +51 +9%
FCAS
1054
First Command Advisory Services
Texas
$110K -$7.29K -39 -6%
ADL
1055
Asset Dedication LLC
California
$108K – – –
OWP
1056
ORG Wealth Partners
Texas
$107K – – –
FFA
1057
Frazier Financial Advisors
Ohio
$105K – – –
GEA
1058
Glen Eagle Advisors
New Jersey
$105K +$3.92K +21 +4%
BW
1059
Basepoint Wealth
Iowa
$105K -$57.2K -306 -35%
PIS
1060
POM Investment Strategies
North Carolina
$102K +$103K +552 New
MEG
1061
Millstone Evans Group
Colorado
$101K – – –
SGK
1062
Steigerwald Gordon & Koch
Virginia
$100K +$187 +1 +0.2%
AWM
1063
Angeles Wealth Management
California
$93.3K +$45.2K +242 +92%
S
1064
Sachetta
Massachusetts
$92.5K – – –
AIA
1065
Armor Investment Advisors
North Carolina
$91.2K – – –
KFAS
1066
Keating Financial Advisory Services
Kansas
$90.7K +$4.86K +26 +6%
IAIM
1067
International Assets Investment Management
Florida
$88.3K – – –
EWM
1068
Evermay Wealth Management
Virginia
$87.2K – – –
MCM
1069
MV Capital Management
Maryland
$86.6K – – –
DSC
1070
Duncker Streett & Co
Missouri
$85.7K – – –
MIA
1071
MeadowBrook Investment Advisors
Michigan
$83.8K – – –
TLA
1072
Tanglewood Legacy Advisors
Texas
$80.3K – – –
MCA
1073
Midwest Capital Advisors
Michigan
$79.6K – – –
OW
1074
Olistico Wealth
Oklahoma
$79.2K – – –
DPW
1075
DiNuzzo Private Wealth
Pennsylvania
$78.3K – – –