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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
301
FinTrust Capital Advisors
South Carolina
$2.03M – – –
1WA
302
180 Wealth Advisors
Washington
$2.01M +$5.96K +43 +0.3%
Empirical Finance
303
Empirical Finance
Pennsylvania
$2.01M -$6.1K -44 -0.3%
BEAM
304
Baker Ellis Asset Management
Washington
$2M +$110K +790 +6%
IWA
305
IVC Wealth Advisors
Pennsylvania
$1.99M +$157K +1,129 +8%
NC
306
NovaPoint Capital
Georgia
$1.95M -$2.12M -15,261 -51%
WWM
307
Windsor Wealth Management
Indiana
$1.91M +$391K +2,816 +25%
Advisory Alpha
308
Advisory Alpha
Michigan
$1.9M +$406K +2,930 +26%
SFG
309
Sterling Financial Group
California
$1.9M – – –
GP
310
Girard Partners
Pennsylvania
$1.88M -$224K -1,618 -10%
SageView Advisory Group
311
SageView Advisory Group
California
$1.88M +$425K +3,064 +28%
AFS
312
AFG Fiduciary Services
Massachusetts
$1.86M -$121K -869 -5%
AIA
313
AIMZ Investment Advisors
California
$1.86M +$68.4K +493 +4%
HCP
314
Hexagon Capital Partners
Arkansas
$1.85M -$20.3K -146 -1%
Grimes & Company
315
Grimes & Company
Massachusetts
$1.83M -$25.1K -181 -1%
SFG
316
StrategIQ Financial Group
Indiana
$1.83M +$216K +1,555 +13%
DI
317
DDFG Inc
California
$1.83M -$43K -310 -2%
WJA
318
Willis Johnson & Associates
Texas
$1.82M +$114K +823 +6%
MFG
319
MidWestOne Financial Group
Iowa
$1.82M -$11.1K -80 -0.6%
Jefferies Financial Group
320
Jefferies Financial Group
New York
$1.82M +$95.7K +690 +5%
PFM
321
Phillips Financial Management
Indiana
$1.82M +$51K +368 +3%
AFP
322
Ausdal Financial Partners
Iowa
$1.8M +$202K +1,457 +12%
MFG
323
MTM Financial Group
Pennsylvania
$1.79M -$20.1K -145 -1%
EWM
324
Evergreen Wealth Management
Michigan
$1.78M +$209K +1,510 +14%
Harbour Investments
325
Harbour Investments
Wisconsin
$1.76M +$109K +787 +6%