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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APA
126
American Portfolios Advisors
New York
$3.4M +$265K +2,384 +9%
NNP
127
Nachman Norwood & Parrott
South Carolina
$3.29M -$46.2K -416 -1%
WLIM
128
White Lighthouse Investment Management
Massachusetts
$3.21M +$132K +1,186 +4%
Cerity Partners
129
Cerity Partners
New York
$3.19M +$904K +8,134 +41%
SB
130
Simmons Bank
Arkansas
$3.15M -$59.3K -534 -2%
MRC
131
Millburn Ridgefield Corp
New York
$3.12M -$1.05M -9,412 -25%
SS
132
Simplicity Solutions
Minnesota
$3.11M +$131K +1,182 +4%
LFS
133
Lutz Financial Services
Nebraska
$3.11M +$291K +2,621 +11%
QCM
134
Quadrant Capital Management
New Jersey
$3.1M +$626K +5,635 +26%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$3.06M
IAA
136
Ironsides Asset Advisors
North Carolina
$3.05M
SFM
137
Signet Financial Management
New Jersey
$2.99M -$100K -900 -3%
LC
138
Lubar & Co
Wisconsin
$2.98M
NAS
139
Nicolet Advisory Services
Wisconsin
$2.97M +$2.59M +23,286 +774%
RIA
140
Regal Investment Advisors
Michigan
$2.9M +$123K +1,105 +5%
CI
141
CX Institutional
Indiana
$2.89M +$349K +3,143 +14%
APP
142
Avantax Planning Partners
Iowa
$2.82M -$56.3K -507 -2%
WIC
143
Whitegate Investment Counselors
New Hampshire
$2.73M +$27.7K +249 +1%
MFG
144
Magnus Financial Group
New York
$2.72M +$113K +1,020 +4%
MAFM
145
Mid Atlantic Financial Management
Pennsylvania
$2.65M +$44.3K +399 +2%
FAAS
146
First Allied Advisory Services
California
$2.51M -$6K -54 -0.2%
EK
147
Evensky & Katz
Florida
$2.49M +$15.2K +137 +0.6%
PAS
148
Park Avenue Securities
New York
$2.45M +$2.41M +21,691 New
APSP
149
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.38M -$6.67K -60 -0.3%
VFA
150
Voya Financial Advisors
Connecticut
$2.38M +$43.9K +395 +2%