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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
301
AIMZ Investment Advisors
California
$2.19M +$52.5K +346 +2%
OIA
302
OneDigital Investment Advisors
Kansas
$2.18M +$535K +3,527 +32%
GC
303
Grimes & Company
Massachusetts
$2.16M +$18.1K +119 +0.8%
D.E. Shaw & Co
304
D.E. Shaw & Co
New York
$2.12M +$2.14M +14,094 New
SEIA
305
Signature Estate & Investment Advisors
California
$2.07M +$871K +5,740 +71%
PFM
306
Phillips Financial Management
Indiana
$2.06M -$10K -66 -0.5%
CFAM
307
Center For Asset Management
Florida
$2.04M +$39.3K +259 +2%
SWM
308
Sagace Wealth Management
Florida
$2.03M +$1.96M +12,926 New
WRPWM
309
Werba Rubin Papier Wealth Management
California
$2.01M +$780K +5,138 +62%
AIA
310
Ally Invest Advisors
North Carolina
$2M +$243K +1,602 +14%
LEFP
311
Leading Edge Financial Planning
Tennessee
$1.99M +$2M +13,209 New
JWCA
312
J.W. Cole Advisors
Florida
$1.98M +$143K +941 +8%
PCIA
313
Prime Capital Investment Advisors
Kansas
$1.97M -$197K -1,299 -9%
WJA
314
Willis Johnson & Associates
Texas
$1.96M +$116K +765 +6%
E
315
ETFidea
New York
$1.95M +$759 +5 +0%
ANTB
316
AMG National Trust Bank
Colorado
$1.9M +$94.4K +622 +5%
GRP
317
Global Retirement Partners
California
$1.9M +$58.6K +386 +3%
Citigroup
318
Citigroup
New York
$1.89M +$246K +1,620 +15%
SWP
319
Stratos Wealth Partners
Ohio
$1.89M +$19.4K +128 +1%
IFA
320
Index Fund Advisors
California
$1.89M -$35.2K -232 -2%
WA
321
Wealth Alliance
New York
$1.88M -$152 -1 -0%
GFL
322
Granite FO LLC
New Hampshire
$1.87M
MFG
323
MTM Financial Group
Pennsylvania
$1.87M
WFAG
324
Wescott Financial Advisory Group
Pennsylvania
$1.86M +$33.5K +221 +2%
SWM
325
SilverOak Wealth Management
Minnesota
$1.85M -$1.97K -13 -0.1%