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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
326
Prospera Financial Services
Texas
$365K +$75.1K +819 +27%
Prudential Financial
327
Prudential Financial
New Jersey
$365K +$95.9K +1,046 +38%
FFG
328
Ford Financial Group
California
$363K -$17.1K -186 -5%
Brown Advisory
329
Brown Advisory
Maryland
$362K -$391K -4,260 -53%
IA
330
IFG Advisory
Georgia
$361K +$16.3K +178 +5%
DCM
331
Donaldson Capital Management
Indiana
$357K -$204K -2,230 -37%
ESB
332
Essex Savings Bank
Connecticut
$356K +$5.59K +61 +2%
NB
333
Nicolet Bankshares
Wisconsin
$355K -$125K -1,359 -27%
WA
334
WP Advisors
California
$349K +$24.1K +263 +8%
BC
335
Bartlett & Co
Ohio
$348K +$333K +3,635 New
BCWM
336
Bartlett & Co Wealth Management
Ohio
$348K +$333K +3,635 New
IWC
337
Integrated Wealth Concepts
Massachusetts
$346K +$4.13K +45 +1%
CFG
338
Citizens Financial Group
Rhode Island
$345K
IWA
339
Inspirion Wealth Advisors
Illinois
$345K +$330K +3,601 New
Kovitz Investment Group Partners
340
Kovitz Investment Group Partners
Illinois
$341K -$695K -7,575 -68%
WIA
341
World Investment Advisors
California
$340K -$88.4K -964 -23%
NFG
342
Nadler Financial Group
Illinois
$338K +$93.1K +1,015 +40%
SAM
343
S.A. Mason
Michigan
$332K -$7.79K -85 -2%
CF
344
Centaurus Financial
California
$328K -$13.3K -145 -4%
KTM
345
Keeler Thomas Management
Utah
$327K +$307K +3,343 New
RFC
346
Regions Financial Corp
Alabama
$323K -$1.38K -15 -0.4%
IWAG
347
Integer Wealth Advisors Group
Georgia
$319K
DI
348
Disciplined Investments
Oklahoma
$315K +$237K +2,580 +363%
HIS
349
Horizon Investment Services
Indiana
$307K +$38.7K +422 +15%
SCG
350
Sonata Capital Group
Washington
$306K -$9.17K -100 -3%