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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
101
Lutz Financial Services
Nebraska
$12.3M -$79K -497 -0.7%
CWAG
102
Compton Wealth Advisory Group
Virginia
$12.2M -$158K -992 -1%
DC
103
Davenport & Co
Virginia
$12.1M +$159K +998 +1%
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$12M +$786K +4,947 +7%
DWA
105
Dougherty Wealth Advisers
Minnesota
$11.9M +$702K +4,416 +7%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$11.9M +$1.15M +7,224 +11%
CSPIA
107
Cary Street Partners Investment Advisory
Virginia
$11.9M +$1.14M +7,152 +11%
CSPAM
108
Cary Street Partners Asset Management
Virginia
$11.8M +$1.26M +7,936 +9%
AA
109
Advisory Alpha
Michigan
$11.5M +$40.2K +253 +0.4%
GWM
110
Geneos Wealth Management
Colorado
$11.3M -$41.3K -260 -0.4%
SIA
111
Strategic Investment Advisors
Michigan
$11.3M +$500K +3,148 +5%
PP
112
Prosperity Planning
Missouri
$10.8M -$1.28M -8,042 -11%
VWA
113
Visionary Wealth Advisors
Illinois
$10.5M -$298K -1,876 -3%
ES
114
Eagle Strategies
New York
$10.5M -$520K -3,274 -5%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$10.4M +$568K +3,575 +6%
MFG
116
Merit Financial Group
Georgia
$10.4M +$283K +1,783 +3%
WANY
117
Wealthspire Advisors (New York)
New York
$10.4M -$857K -5,392 -8%
BF
118
BOK Financial
Oklahoma
$10.4M -$402K -2,528 -4%
ACA
119
Atlas Capital Advisors
Wyoming
$10.3M -$3.49M -21,936 -26%
LIM
120
Leavell Investment Management
Alabama
$10.3M -$169K -1,063 -2%
JFG
121
JMG Financial Group
Illinois
$10.1M +$114K +715 +1%
CAP
122
Columbia Advisory Partners
Washington
$9.93M -$131K -821 -1%
IHWM
123
Iron Horse Wealth Management
Iowa
$9.92M +$378K +2,375 +4%
SCA
124
Scott Capital Advisors
Oregon
$9.87M -$296K -1,863 -3%
OFP
125
OLIO Financial Planning
Virginia
$9.76M +$18K +113 +0.2%