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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
226
Wells Trecaso Financial Group
Ohio
$999K +$333 +3 +0%
DCM
227
Donaldson Capital Management
Indiana
$985K -$112K -1,009 -10%
Citadel Advisors
228
Citadel Advisors
Florida
$984K -$4.1M -36,954 -81%
SPIA
229
Steward Partners Investment Advisory
New York
$981K +$425K +3,829 +79%
SWP
230
Stratos Wealth Partners
Ohio
$941K +$2.56K +23 +0.3%
KTM
231
Keeler Thomas Management
Utah
$938K +$922K +8,301 New
TI
232
Truepoint Inc
Ohio
$934K +$8.22K +74 +0.9%
GT
233
Glenview Trust
Kentucky
$932K -$17.8K -160 -2%
PCMC
234
Paragon Capital Management (Colorado)
Colorado
$927K – – –
HT
235
Heritage Trust
Oklahoma
$927K +$22.2K +200 +2%
BPA
236
Beacon Pointe Advisors
California
$926K +$1.11K +10 +0.1%
WTC
237
WhitTier Trust Company
Nevada
$919K +$33.3K +300 +4%
FAIM
238
Financial Advocates Investment Management
Washington
$902K -$1.37M -12,289 -61%
MA
239
MONECO Advisors
Connecticut
$901K +$50.5K +455 +6%
ZB
240
Zions Bancorporation
Utah
$885K -$92.5K -833 -10%
FNBOMD
241
First National Bank of Mount Dora
Florida
$867K – – –
BWA
242
BDO Wealth Advisors
Florida
$866K +$545K +4,909 +178%
FLA
243
Financial Life Advisors
Texas
$859K -$5.55K -50 -0.7%
WCM
244
Windham Capital Management
Massachusetts
$847K – – –
FVWA
245
Foster Victor Wealth Advisors
South Carolina
$837K -$9.11K -82 -1%
AIM
246
Acropolis Investment Management
Missouri
$832K -$13K -117 -2%
BJL
247
Brighton Jones LLC
Washington
$816K +$4.55K +41 +0.6%
BSW
248
Buckingham Strategic Wealth
Missouri
$813K +$186K +1,674 +30%
CWM
249
Capital Wealth Management
Rhode Island
$803K -$67.2K -605 -8%
WFPG
250
Waller Financial Planning Group
Ohio
$801K -$20.7K -186 -3%