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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Cornerstone Advisory
Maryland
$3.92M -$1.05M -9,130 -22%
JFGIW
127
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.9M -$83.3K -723 -2%
Goldman Sachs
128
Goldman Sachs
New York
$3.88M +$75.5K +655 +2%
BDF
129
Black Diamond Financial
Maryland
$3.84M -$314K -2,723 -8%
Jane Street
130
Jane Street
New York
$3.67M -$1.62M -14,099 -31%
CG
131
Caprock Group
Idaho
$3.62M -$26.4K -229 -0.7%
Cerity Partners
132
Cerity Partners
New York
$3.59M +$217K +1,886 +7%
IFS
133
Ifrah Financial Services
Arkansas
$3.57M -$48.7K -423 -1%
SPC
134
Sigma Planning Corp
Michigan
$3.54M -$171K -1,488 -5%
PAS
135
Park Avenue Securities
New York
$3.52M +$904K +7,842 +36%
QCM
136
Quadrant Capital Management
New Jersey
$3.49M +$210K +1,820 +7%
WLIM
137
White Lighthouse Investment Management
Massachusetts
$3.42M +$34.7K +301 +1%
NNP
138
Nachman Norwood & Parrott
South Carolina
$3.35M -$112K -970 -3%
SB
139
Simmons Bank
Arkansas
$3.32M -$807 -7 -0%
MRC
140
Millburn Ridgefield Corp
New York
$3.31M +$22.6K +196 +0.7%
LFS
141
Lutz Financial Services
Nebraska
$3.29M +$14.6K +127 +0.5%
IAA
142
Ironsides Asset Advisors
North Carolina
$3.22M
RIA
143
Regal Investment Advisors
Michigan
$3.17M +$105K +907 +4%
LC
144
Lubar & Co
Wisconsin
$3.14M
KFA
145
Kays Financial Advisory
Georgia
$3.12M -$815K -7,070 -21%
SFM
146
Signet Financial Management
New Jersey
$3.08M -$1.15K -10 -0%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$3.06M
APP
148
Avantax Planning Partners
Iowa
$2.97M +$2.19K +19 +0.1%
CI
149
CX Institutional
Indiana
$2.96M -$87.3K -758 -3%
WIC
150
Whitegate Investment Counselors
New Hampshire
$2.9M +$22.4K +194 +0.8%