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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APP
101
Avantax Planning Partners
Iowa
$11.3M -$624K -4,110 -5%
LFS
102
Lutz Financial Services
Nebraska
$11.1M -$919K -6,058 -8%
CWAG
103
Compton Wealth Advisory Group
Virginia
$11.1M +$106K +701 +1%
LI
104
LMCG Investments
Massachusetts
$11M +$289K +1,906 +3%
PP
105
Prosperity Planning
Missouri
$10.9M -$998K -6,577 -8%
DC
106
Davenport & Co
Virginia
$10.7M -$169K -1,111 -2%
AA
107
Advisory Alpha
Michigan
$10.3M +$4.16M +27,431 +67%
GWM
108
Geneos Wealth Management
Colorado
$10.2M +$99.2K +654 +1%
WANY
109
Wealthspire Advisors (New York)
New York
$10.1M -$976K -6,434 -9%
DWA
110
Dougherty Wealth Advisers
Minnesota
$10.1M -$50.1K -330 -0.5%
KAS
111
KPP Advisory Services
Kentucky
$10M -$447K -2,943 -4%
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$9.96M +$285K +1,879 +3%
ES
113
Eagle Strategies
New York
$9.9M +$9.13M +60,193 +1,075%
BF
114
BOK Financial
Oklahoma
$9.78M +$129K +849 +1%
OFP
115
OLIO Financial Planning
Virginia
$9.74M -$17.1K -113 -0.2%
VWA
116
Visionary Wealth Advisors
Illinois
$9.71M +$3.34K +22 +0%
SIA
117
Strategic Investment Advisors
Michigan
$9.64M +$331K +2,181 +4%
CSPIA
118
Cary Street Partners Investment Advisory
Virginia
$9.58M -$2.82M -18,603 -23%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$9.57M -$1.26M -8,277 -12%
LIM
120
Leavell Investment Management
Alabama
$9.42M -$266K -1,752 -3%
CPG
121
Cornerstone Planning Group
New Jersey
$9.41M +$609K +4,013 +7%
CSPAM
122
Cary Street Partners Asset Management
Virginia
$9.39M -$1.6M -10,552 -11%
SCA
123
Scott Capital Advisors
Oregon
$9.08M -$110K -728 -1%
MFG
124
Merit Financial Group
Georgia
$9.07M -$162K -1,070 -2%
CAP
125
Columbia Advisory Partners
Washington
$9.03M -$518K -3,413 -5%