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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
251
Gemmer Asset Management
California
$1.07M – – –
WTFG
252
Wells Trecaso Financial Group
Ohio
$1.05M +$1.73K +15 +0.2%
SWP
253
Stratos Wealth Partners
Ohio
$1.05M +$55.1K +478 +6%
FANJ
254
Financial Architects (New Jersey)
New Jersey
$1.04M +$615K +5,336 +156%
Citadel Advisors
255
Citadel Advisors
Florida
$1.02M -$18.4K -160 -2%
BPA
256
Beacon Pointe Advisors
California
$1M +$26.5K +230 +3%
OWM
257
Opes Wealth Management
California
$1M +$587K +5,097 +154%
SFP
258
Strategic Financial Partners
Oregon
$1M +$968K +8,403 New
FAIM
259
Financial Advocates Investment Management
Washington
$998K +$44.8K +389 +5%
IAA
260
Independent Advisor Alliance
North Carolina
$994K +$961K +8,343 New
TI
261
Truepoint Inc
Ohio
$993K +$7.61K +66 +0.8%
GT
262
Glenview Trust
Kentucky
$978K -$4.72K -41 -0.5%
PCMC
263
Paragon Capital Management (Colorado)
Colorado
$977K – – –
WTC
264
WhitTier Trust Company
Nevada
$969K – – –
SFG
265
StrategIQ Financial Group
Indiana
$955K +$328K +2,846 +55%
FVWA
266
Foster Victor Wealth Advisors
South Carolina
$937K +$40.2K +349 +5%
IAN
267
Integrated Advisors Network
Texas
$920K +$890K +7,721 New
FNBOMD
268
First National Bank of Mount Dora
Florida
$915K – – –
CSPIA
269
Cary Street Partners Investment Advisory
Virginia
$907K +$877K +7,610 New
AIM
270
Acropolis Investment Management
Missouri
$900K +$28.3K +246 +3%
KTM
271
Keeler Thomas Management
Utah
$896K -$939K -8,152 -98%
WCM
272
Windham Capital Management
Massachusetts
$894K – – –
CWM
273
Capital Wealth Management
Rhode Island
$879K +$31.5K +273 +4%
FLA
274
Financial Life Advisors
Texas
$877K -$28.5K -247 -3%
PS
275
Portfolio Solutions
Michigan
$875K +$846K +7,340 New