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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
226
Legacy Wealth Planning
Nevada
$971K -$10.7K -106 -1%
PBF
227
Petix & Botte Financial
California
$966K -$1.23M -12,139 -56%
B
228
Bridgeworth
Alabama
$948K -$40.9K -404 -4%
MECA
229
Miller Equity Capital Advisors
Texas
$943K
ST
230
Smithfield Trust
Pennsylvania
$931K -$34.7K -343 -4%
MFG
231
MidWestOne Financial Group
Iowa
$917K +$917K +9,051 New
HCM
232
Howland Capital Management
Massachusetts
$914K
GT
233
Glenview Trust
Kentucky
$912K -$22.9K -226 -2%
ECAM
234
East Coast Asset Management
Massachusetts
$899K -$9.83K -97 -1%
CANC
235
Culbertson A N & Co
Virginia
$891K -$134K -1,325 -13%
ANTB
236
AMG National Trust Bank
Colorado
$887K +$63.1K +623 +8%
FVWA
237
Foster Victor Wealth Advisors
South Carolina
$886K +$3.04K +30 +0.3%
FHA
238
Flagship Harbor Advisors
Massachusetts
$871K +$21K +207 +2%
BCIM
239
Bishop & Co Investment Management
Pennsylvania
$869K -$65.5K -647 -7%
SF
240
Synovus Financial
Georgia
$869K +$673K +6,643 +338%
CCA
241
Checchi Capital Advisers
California
$860K -$493K -4,867 -36%
AF
242
Advisornet Financial
Minnesota
$830K -$178K -1,755 -18%
WWM
243
Windsor Wealth Management
Indiana
$828K -$6.99K -69 -0.9%
CL
244
Choreo LLC
Illinois
$826K +$84.3K +832 +11%
BJL
245
Brighton Jones LLC
Washington
$823K +$9.83K +97 +1%
CHAM
246
Clear Harbor Asset Management
Connecticut
$815K +$1.01K +10 +0.1%
ASN
247
Advisory Services Network
Georgia
$805K -$5.17K -51 -0.6%
Financial Engines Advisors
248
Financial Engines Advisors
California
$803K -$2.94K -29 -0.4%
KFA
249
Kays Financial Advisory
Georgia
$794K -$30.6K -302 -4%
MA
250
MONECO Advisors
Connecticut
$794K -$2.13K -21 -0.3%