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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
326
Safeguard Financial
Wisconsin
$2.15M -$569K -3,375 -20%
IFA
327
Index Fund Advisors
California
$2.14M -$9.45K -56 -0.4%
WA
328
Wealth Alliance
New York
$2.14M +$43K +255 +2%
UF
329
Univest Financial
Pennsylvania
$2.12M +$165K +978 +8%
Financial Engines Advisors
330
Financial Engines Advisors
California
$2.12M +$718K +4,256 +48%
WRPWM
331
Werba Rubin Papier Wealth Management
California
$2.12M -$41.7K -247 -2%
CANC
332
Culbertson A N & Co
Virginia
$2.07M +$102K +605 +5%
Vanguard Group
333
Vanguard Group
Pennsylvania
$2.07M +$197K +1,168 +10%
SWM
334
Sagace Wealth Management
Florida
$2.06M -$467K -2,768 -18%
PCIA
335
Prime Capital Investment Advisors
Kansas
$2.06M -$88.2K -523 -4%
ANTB
336
AMG National Trust Bank
Colorado
$2.05M +$33.1K +196 +2%
VCP
337
Verus Capital Partners
Arizona
$2.05M -$17.2K -102 -0.8%
WJA
338
Willis Johnson & Associates
Texas
$2.04M -$21.6K -128 -1%
GFL
339
Granite FO LLC
New Hampshire
$2.02M
SWM
340
SilverOak Wealth Management
Minnesota
$1.97M -$21.9K -130 -1%
CFSG
341
Clark Financial Services Group
Missouri
$1.93M +$45.4K +269 +2%
PFA
342
Pathway Financial Advisors
Vermont
$1.92M +$20.9K +124 +1%
SI
343
Seeds Investor
New York
$1.9M -$49.1K -291 -2%
MFG
344
MTM Financial Group
Pennsylvania
$1.9M -$80.1K -475 -4%
WA
345
Wambolt & Associates
Colorado
$1.89M -$151K -895 -7%
PFS
346
Prospera Financial Services
Texas
$1.87M +$163K +967 +9%
ATC
347
Argent Trust Co
Tennessee
$1.86M +$131K +775 +7%
WDL
348
Well Done LLC
Michigan
$1.86M
MFF
349
Michels Family Financial
Texas
$1.86M +$1.93M +11,467 New
MWM
350
Meridian Wealth Management
Kentucky
$1.85M -$130K -771 -6%