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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
226
Midwest Financial Group
Kansas
$5.1M +$118K +672 +2%
CHAM
227
Clear Harbor Asset Management
Connecticut
$5.08M +$318K +1,815 +7%
WIC
228
Whitegate Investment Counselors
New Hampshire
$5.08M +$505K +2,886 +11%
Goldman Sachs
229
Goldman Sachs
New York
$5.03M +$162K +924 +3%
BGAI
230
Bruce G. Allen Investments
Colorado
$5.01M +$231K +1,322 +5%
TAM
231
Tocqueville Asset Management
New York
$4.97M +$301K +1,719 +7%
PFA
232
Pure Financial Advisors
California
$4.93M -$639K -3,649 -12%
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$4.93M +$334K +1,909 +7%
CPA
234
Cathy Pareto & Associates
Florida
$4.9M -$422K -2,409 -8%
TCMP
235
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.87M +$1.82M +10,392 +61%
SWM
236
SilverOak Wealth Management
Minnesota
$4.82M +$2.7M +15,424 +131%
Bank of New York Mellon
237
Bank of New York Mellon
New York
$4.8M +$444K +2,538 +10%
EA
238
Eclectic Associates
California
$4.79M +$139K +797 +3%
AQR Capital Management
239
AQR Capital Management
Connecticut
$4.79M +$1.69M +9,642 +56%
QCM
240
Quantinno Capital Management
New York
$4.78M +$1.02M +5,837 +28%
MA
241
Mutual Advisors
Nebraska
$4.77M -$22.8K -130 -0.5%
CFO
242
Collective Family Office
Pennsylvania
$4.76M +$69.3K +396 +1%
KFSN
243
Keystone Financial Services (Nebraska)
Nebraska
$4.64M +$88K +503 +2%
PRP
244
Peak Retirement Planning
Ohio
$4.6M +$1.87M +10,662 +70%
LIA
245
LifePlan Investment Advisors
North Carolina
$4.58M +$64.9K +371 +1%
GVAG
246
Great Valley Advisor Group
Delaware
$4.45M +$31.7K +181 +0.7%
LL
247
LPWM LLC
Minnesota
$4.43M +$520K +2,973 +14%
JFA
248
JNBA Financial Advisors
Minnesota
$4.37M -$71.4K -408 -2%
CL
249
Choreo LLC
Illinois
$4.32M -$32.6K -186 -0.8%
MSF
250
Mustard Seed Financial
Arkansas
$4.29M +$60.9K +348 +1%