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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Phillips Financial Management
301
Phillips Financial Management
Indiana
$1.61M – – –
BCIM
302
Bishop & Co Investment Management
Pennsylvania
$1.6M -$5.55K -41 -0.3%
Nadler Financial Group
303
Nadler Financial Group
Illinois
$1.6M – – –
FCA
304
FinTrust Capital Advisors
South Carolina
$1.59M +$420K +3,099 +33%
55I LLC
305
55I LLC
Massachusetts
$1.55M +$661K +4,880 +62%
AB
306
Atlas Brown
Kentucky
$1.55M -$130K -961 -7%
Comerica Bank
307
Comerica Bank
Texas
$1.52M -$666K -4,923 -29%
StrategIQ Financial Group
308
StrategIQ Financial Group
Indiana
$1.52M +$33.6K +248 +2%
Argent Trust Co
309
Argent Trust Co
Tennessee
$1.51M – – –
LWP
310
Legacy Wealth Planning
Nevada
$1.51M -$23.1K -171 -1%
Cresset Asset Management
311
Cresset Asset Management
Illinois
$1.51M -$1.08K -8 -0.1%
WA
312
Wealth Alliance
New York
$1.5M +$56.7K +419 +4%
Meridian Wealth Management
313
Meridian Wealth Management
Kentucky
$1.47M -$761K -5,625 -32%
PD
314
Planning Directions
Pennsylvania
$1.46M +$2.71K +20 +0.2%
C
315
CEDRUS
Colorado
$1.46M – – –
Grove Bank & Trust
316
Grove Bank & Trust
Florida
$1.44M -$146K -1,081 -8%
AFS
317
AFG Fiduciary Services
Massachusetts
$1.44M -$1.03M -7,589 -39%
Pathway Financial Advisors
318
Pathway Financial Advisors
Vermont
$1.43M – – –
IHT Wealth Management
319
IHT Wealth Management
Illinois
$1.4M +$15.4K +114 +1%
E
320
ETFidea
New York
$1.39M -$1.05M -7,765 -40%
REMPR
321
Roof Eidam Maycock Peralta (REMP)
California
$1.38M – – –
MidWestOne Financial Group
322
MidWestOne Financial Group
Iowa
$1.38M +$381K +2,813 +33%
AMG National Trust Bank
323
AMG National Trust Bank
Colorado
$1.37M +$109K +806 +8%
WTFG
324
Wells Trecaso Financial Group
Ohio
$1.37M +$66.3K +490 +5%
PSF
325
Pacific Sun Financial
California
$1.36M -$35.9K -265 -2%