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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZB
226
Zions Bancorporation
Utah
$965K -$1.22M -11,119 -56%
GT
227
Glenview Trust
Kentucky
$936K +$13K +119 +1%
SWP
228
Stratos Wealth Partners
Ohio
$924K -$174K -1,592 -16%
HCIA
229
Hochman Cole Investment Advisors
Illinois
$913K -$24.9K -227 -3%
PCMC
230
Paragon Capital Management (Colorado)
Colorado
$913K
TI
231
Truepoint Inc
Ohio
$912K +$10.2K +93 +1%
BPA
232
Beacon Pointe Advisors
California
$911K +$324K +2,956 +57%
EVM
233
Eaton Vance Management
Massachusetts
$902K +$103K +942 +13%
AOWM
234
Alpha Omega Wealth Management
Virginia
$893K +$48.9K +447 +6%
HT
235
Heritage Trust
Oklahoma
$891K +$20.5K +187 +2%
WTC
236
WhitTier Trust Company
Nevada
$872K +$49.8K +455 +6%
FVWA
237
Foster Victor Wealth Advisors
South Carolina
$861K +$13.7K +125 +2%
CWM
238
Capital Wealth Management
Rhode Island
$858K -$4.71K -43 -0.6%
FA
239
FDx Advisors
Illinois
$854K -$42.5K -388 -5%
FNBOMD
240
First National Bank of Mount Dora
Florida
$854K
FLA
241
Financial Life Advisors
Texas
$852K -$7.45K -68 -0.9%
MFG
242
MidWestOne Financial Group
Iowa
$840K +$826K +7,540 New
MA
243
MONECO Advisors
Connecticut
$837K +$1.53K +14 +0.2%
WCM
244
Windham Capital Management
Massachusetts
$835K
AIM
245
Acropolis Investment Management
Missouri
$833K -$68K -621 -8%
JPLA
246
Joseph P. Lucia & Associates
New York
$818K -$41.4M -378,039 -98%
WFPG
247
Waller Financial Planning Group
Ohio
$812K -$31.8K -290 -4%
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$804K +$1.53K +14 +0.2%
BJL
249
Brighton Jones LLC
Washington
$800K +$4.27K +39 +0.5%
CAL
250
Capital Advisors Ltd
Ohio
$780K -$175K -1,601 -19%