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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
201
LifePlan Investment Advisors
North Carolina
$4.39M +$160K +1,158 +4%
JFA
202
JNBA Financial Advisors
Minnesota
$4.34M -$52.4K -378 -1%
AWS
203
Atria Wealth Solutions
New York
$4.33M -$683K -4,929 -13%
CSWM
204
Cassady Schiller Wealth Management
Ohio
$4.31M +$185K +1,336 +4%
ASN
205
Advisory Services Network
Georgia
$4.21M +$453K +3,271 +11%
SWM
206
Spire Wealth Management
Virginia
$4.18M +$196K +1,412 +5%
AWM
207
Accel Wealth Management
Iowa
$4.14M +$184K +1,328 +4%
Brown Advisory
208
Brown Advisory
Maryland
$4.13M +$258K +1,864 +6%
FTS
209
Fifth Third Securities
Ohio
$4.12M +$243K +1,753 +6%
HIA
210
Harbor Investment Advisory
Maryland
$4.1M -$161K -1,160 -4%
PFA
211
Pure Financial Advisors
California
$4.03M -$55.5K -401 -1%
IA
212
Inspire Advisors
Idaho
$4.01M +$1.93M +13,959 +84%
UCFA
213
United Capital Financial Advisors
Texas
$3.99M -$535K -3,861 -11%
HWM
214
HB Wealth Management
Georgia
$3.94M -$24K -173 -0.6%
SIG
215
Sargent Investment Group
Maryland
$3.94M +$50K +361 +1%
VCP
216
Verus Capital Partners
Arizona
$3.9M +$168K +1,211 +4%
IFPL
217
Investments & Financial Planning LLC
Kentucky
$3.9M -$29.6K -214 -0.7%
GT
218
Glenview Trust
Kentucky
$3.89M +$20.1K +145 +0.5%
SCP
219
Stevens Capital Partners
Nebraska
$3.79M -$280K -2,025 -7%
TAM
220
Tocqueville Asset Management
New York
$3.77M -$29.4K -212 -0.7%
ZC
221
Zeit Capital
Colorado
$3.77M +$5.82K +42 +0.1%
SFO
222
Stokes Family Office
Louisiana
$3.77M +$100K +724 +3%
BMCM
223
Bryn Mawr Capital Management
Pennsylvania
$3.76M -$11.5K -83 -0.3%
EA
224
Eclectic Associates
California
$3.67M +$74.1K +535 +2%
Corient Private Wealth
225
Corient Private Wealth
Florida
$3.6M +$323K +2,330 +9%