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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
226
Glenview Trust
Kentucky
$5.43M -$1.59M -8,505 -22%
CAM
227
Cresset Asset Management
Illinois
$5.42M -$13.5M -72,123 -71%
ABWM
228
Alpine Bank Wealth Management
Colorado
$5.39M -$124K -662 -2%
MFG
229
Midwest Financial Group
Kansas
$5.32M +$21.5K +115 +0.4%
CHAM
230
Clear Harbor Asset Management
Connecticut
$5.29M +$13.3K +71 +0.2%
WIC
231
Whitegate Investment Counselors
New Hampshire
$5.28M -$3.36K -18 -0.1%
TAM
232
Tocqueville Asset Management
New York
$5.26M +$100K +537 +2%
Goldman Sachs
233
Goldman Sachs
New York
$5.25M +$30.6K +164 +0.6%
MA
234
Mutual Advisors
Nebraska
$5.24M +$287K +1,534 +6%
Bank of New York Mellon
235
Bank of New York Mellon
New York
$5.21M +$226K +1,211 +4%
JFGIW
236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.14M -$540K -2,888 -9%
CFO
237
Collective Family Office
Pennsylvania
$5.14M +$196K +1,049 +4%
SA
238
Strategic Advisors
New York
$5.12M +$1.01M +5,429 +24%
BGAI
239
Bruce G. Allen Investments
Colorado
$5.1M -$113K -607 -2%
NB
240
Nicolet Bankshares
Wisconsin
$5.07M +$2.19M +11,704 +74%
WAP
241
Wealthcare Advisory Partners
Pennsylvania
$5.02M -$106K -566 -2%
GVAG
242
Great Valley Advisor Group
Delaware
$4.86M +$240K +1,284 +5%
KFSN
243
Keystone Financial Services (Nebraska)
Nebraska
$4.86M +$41.8K +224 +0.9%
CL
244
Choreo LLC
Illinois
$4.83M +$381K +2,039 +8%
GB
245
Goepper Burkhardt
South Carolina
$4.8M -$725K -3,882 -13%
HA
246
Hegarty Advisors
New York
$4.71M +$1.75M +9,372 +58%
PFA
247
Pure Financial Advisors
California
$4.7M -$427K -2,283 -8%
CPA
248
Cathy Pareto & Associates
Florida
$4.68M -$409K -2,189 -8%
SWM
249
SilverOak Wealth Management
Minnesota
$4.63M -$379K -2,029 -7%
LIA
250
LifePlan Investment Advisors
North Carolina
$4.59M -$173K -927 -4%