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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
226
Sepio Capital
Utah
$1.5M +$1.41M +12,619 New
PFA
227
Pathway Financial Advisors
Vermont
$1.5M
SEIA
228
Signature Estate & Investment Advisors
California
$1.5M -$48.1K -429 -3%
ATC
229
Argent Trust Co
Tennessee
$1.48M +$36.1K +322 +3%
NFP
230
Novak Financial Planning
Maryland
$1.45M +$1.37M +12,193 New
SCA
231
STALEY CAPITAL ADVISERS
Pennsylvania
$1.45M -$20.2K -180 -1%
WA
232
Wealth Alliance
New York
$1.44M +$50.2K +448 +4%
BRWA
233
B. Riley Wealth Advisors
Florida
$1.4M -$782K -6,978 -37%
Boston Partners
234
Boston Partners
Massachusetts
$1.38M +$1.3M +11,611 New
IWM
235
IHT Wealth Management
Illinois
$1.37M -$62.6K -559 -5%
WP
236
WealthShield Partners
North Carolina
$1.34M -$14.4K -129 -1%
TCBWMS
237
Texas Capital Bank Wealth Management Services
Texas
$1.33M -$31K -277 -2%
SFG
238
StrategIQ Financial Group
Indiana
$1.33M +$98.6K +880 +9%
CA
239
Cetera Advisors
Colorado
$1.33M +$138K +1,236 +12%
AIA
240
AIMZ Investment Advisors
California
$1.31M +$1.46K +13 +0.1%
ABC
241
Associated Banc-Corp
Wisconsin
$1.3M -$180K -1,603 -13%
BP
242
BBR Partners
New York
$1.3M
WTFG
243
Wells Trecaso Financial Group
Ohio
$1.3M -$95.3K -851 -7%
IA
244
Insight Advisors
Pennsylvania
$1.3M +$1.22M +10,908 New
HA
245
Harborview Advisors
Maine
$1.28M -$105K -933 -8%
ANTB
246
AMG National Trust Bank
Colorado
$1.28M +$221K +1,969 +22%
BP
247
Ballentine Partners
Massachusetts
$1.27M -$336 -3 -0%
GC
248
Grimes & Company
Massachusetts
$1.27M +$3.02K +27 +0.3%
LL
249
LPWM LLC
Minnesota
$1.26M -$3.7K -33 -0.3%
GBT
250
Grove Bank & Trust
Florida
$1.23M -$52K -464 -4%