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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$818K +$18K +171 +2%
HCIA
227
Hochman Cole Investment Advisors
Illinois
$803K
GT
228
Glenview Trust
Kentucky
$790K -$3.46K -33 -0.4%
PCMC
229
Paragon Capital Management (Colorado)
Colorado
$781K
AIM
230
Acropolis Investment Management
Missouri
$772K +$10.9K +104 +1%
TI
231
Truepoint Inc
Ohio
$772K +$36.9K +351 +5%
SFG
232
StrategIQ Financial Group
Indiana
$757K -$98.5K -938 -11%
SQA
233
Simon Quick Advisors
New Jersey
$756K +$321K +3,060 +63%
CWM
234
Capital Wealth Management
Rhode Island
$743K +$17.1K +163 +2%
FNBOMD
235
First National Bank of Mount Dora
Florida
$731K
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$731K +$222K +2,111 +38%
PS
237
Portfolio Solutions
Michigan
$727K +$801K +7,633 New
IWM
238
IHT Wealth Management
Illinois
$722K -$33K -314 -4%
HFS
239
Howard Financial Services
Texas
$717K +$790K +7,527 New
GIA
240
Gladstone Institutional Advisory
Florida
$713K +$786K +7,482 New
TFA
241
TPG Financial Advisors
Oregon
$701K +$773K +7,362 New
FA
242
FDx Advisors
Illinois
$698K +$769K +7,322 New
WFPG
243
Waller Financial Planning Group
Ohio
$695K +$766K +7,293 New
QCG
244
Quadrant Capital Group
Ohio
$690K
FVWA
245
Foster Victor Wealth Advisors
South Carolina
$682K +$751K +7,157 New
BJL
246
Brighton Jones LLC
Washington
$681K -$3.15K -30 -0.4%
MA
247
MONECO Advisors
Connecticut
$670K +$739K +7,036 New
EFL
248
ERn Financial LLC
Wisconsin
$669K +$737K +7,023 New
BEAM
249
Baker Ellis Asset Management
Washington
$668K +$31.5K +300 +4%
WTC
250
WhitTier Trust Company
Nevada
$655K -$121K -1,153 -14%