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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
201
Advisory Services Network
Georgia
$4.5M +$2.23M +16,083 +92%
SC
202
Swan Capital
Florida
$4.5M +$4.65M +33,533 New
SG
203
Sharper & Granite
California
$4.46M +$344K +2,480 +8%
HIA
204
Harbor Investment Advisory
Maryland
$4.33M +$65.6K +473 +1%
WAM
205
WNY Asset Management
New York
$4.3M -$1.28M -9,225 -22%
AAS
206
Avantax Advisory Services
Texas
$4.27M +$3.28M +23,675 +289%
IFPL
207
Investments & Financial Planning LLC
Kentucky
$4.27M -$486K -3,507 -10%
PFA
208
Pure Financial Advisors
California
$4.22M -$26.6K -192 -0.6%
CSWM
209
Cassady Schiller Wealth Management
Ohio
$4.17M +$208K +1,498 +5%
FTS
210
Fifth Third Securities
Ohio
$4.11M +$205K +1,477 +5%
SCP
211
Stevens Capital Partners
Nebraska
$4.11M -$424K -3,058 -9%
HWM
212
HB Wealth Management
Georgia
$4.06M +$21.2K +153 +0.5%
WFA
213
Wellspring Financial Advisors
Ohio
$4M +$3.61K +26 +0%
SPC
214
Sigma Planning Corp
Michigan
$3.97M -$42.2K -304 -1%
SWM
215
Spire Wealth Management
Virginia
$3.88M +$182K +1,310 +5%
TAM
216
Tocqueville Asset Management
New York
$3.87M -$54.8K -395 -1%
ZC
217
Zeit Capital
Colorado
$3.86M -$200K -1,444 -5%
NFW
218
Noble Family Wealth
Florida
$3.8M +$3.93M +28,335 New
SIG
219
Sargent Investment Group
Maryland
$3.79M -$8.05K -58 -0.2%
TC
220
Tenret Company
Florida
$3.77M +$84.2K +607 +2%
EWA
221
EverSource Wealth Advisors
Alabama
$3.77M -$39.7K -286 -1%
SFO
222
Stokes Family Office
Louisiana
$3.73M +$67.7K +488 +2%
Goldman Sachs
223
Goldman Sachs
New York
$3.66M +$1.08M +7,820 +40%
GT
224
Glenview Trust
Kentucky
$3.64M +$642K +4,626 +21%
FUBT
225
First United Bank & Trust
Maryland
$3.6M +$29.7K +214 +0.8%