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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GBT
326
Grove Bank & Trust
Florida
$2.09M -$366K -2,305 -16%
GFL
327
Granite FO LLC
New Hampshire
$2.09M
SWM
328
SilverOak Wealth Management
Minnesota
$2.06M +$954 +6 +0%
MWM
329
Meridian Wealth Management
Kentucky
$2.05M +$1.95M +12,243 New
MFG
330
MTM Financial Group
Pennsylvania
$2.05M -$34.2K -215 -2%
CANC
331
Culbertson A N & Co
Virginia
$2.04M +$107K +675 +6%
UF
332
Univest Financial
Pennsylvania
$2.04M +$1.93M +12,152 New
SI
333
Seeds Investor
New York
$2.02M +$584K +3,673 +44%
LEFP
334
Leading Edge Financial Planning
Tennessee
$2.02M -$187K -1,179 -9%
BI
335
Berkeley Inc
Idaho
$2M +$924K +5,810 +95%
FPAS
336
Focus Partners Advisor Solutions
Missouri
$1.99M +$91.3K +574 +5%
PFA
337
Pathway Financial Advisors
Vermont
$1.97M
CFSG
338
Clark Financial Services Group
Missouri
$1.95M -$7.47K -47 -0.4%
Vanguard Group
339
Vanguard Group
Pennsylvania
$1.94M +$253K +1,592 +16%
SEIA
340
Signature Estate & Investment Advisors
California
$1.94M -$346K -2,175 -16%
Citigroup
341
Citigroup
New York
$1.93M -$172K -1,080 -9%
MCM
342
Mainstream Capital Management
California
$1.9M +$1.8M +11,304 New
LFAS
343
Level Four Advisory Services
Texas
$1.89M +$728K +4,579 +67%
CAG
344
Csenge Advisory Group
Florida
$1.89M +$74.6K +469 +4%
Wellington Management Group
345
Wellington Management Group
Massachusetts
$1.86M
WDL
346
Well Done LLC
Michigan
$1.86M -$46.9K -295 -3%
Wealthfront Advisers
347
Wealthfront Advisers
California
$1.85M +$116K +731 +7%
BSHC
348
Breed's Hill Capital
Massachusetts
$1.84M
PFM
349
Phillips Financial Management
Indiana
$1.83M -$440K -2,769 -20%
TPA
350
Trivium Point Advisory
Connecticut
$1.82M -$31K -195 -2%