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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
326
Simmons Bank
Arkansas
$2.17M -$61.3K -375 -3%
JWCA
327
J.W. Cole Advisors
Florida
$2.16M -$542K -3,318 -20%
WPA
328
Wealth Preservation Advisors
Tennessee
$2.14M +$2.18M +13,335 New
EF
329
Empirical Finance
Pennsylvania
$2.12M -$127K -775 -6%
WA
330
Wambolt & Associates
Colorado
$2.1M +$234K +1,432 +12%
PD
331
Planning Directions
Pennsylvania
$2.07M +$574K +3,508 +37%
KWM
332
Kingsview Wealth Management
Oregon
$2.07M -$221K -1,353 -9%
ANTB
333
AMG National Trust Bank
Colorado
$2.02M -$21.9K -134 -1%
MWM
334
Meridian Wealth Management
Kentucky
$2.02M +$181K +1,109 +10%
Wealthfront Advisers
335
Wealthfront Advisers
California
$2.02M -$125K -765 -6%
GFL
336
Granite FO LLC
New Hampshire
$2M
SWM
337
Sagace Wealth Management
Florida
$1.98M -$63.1K -386 -3%
SF
338
Safeguard Financial
Wisconsin
$1.97M -$164K -1,005 -8%
SWM
339
SilverOak Wealth Management
Minnesota
$1.96M +$4.74K +29 +0.2%
ATC
340
Argent Trust Co
Tennessee
$1.94M +$91.6K +560 +5%
CFSG
341
Clark Financial Services Group
Missouri
$1.91M -$1.47K -9 -0.1%
UF
342
Univest Financial
Pennsylvania
$1.91M -$203K -1,239 -9%
PFA
343
Pathway Financial Advisors
Vermont
$1.9M -$5.07K -31 -0.3%
Financial Engines Advisors
344
Financial Engines Advisors
California
$1.9M -$211K -1,289 -10%
PFS
345
Prospera Financial Services
Texas
$1.89M +$29.9K +183 +2%
MFF
346
Michels Family Financial
Texas
$1.86M +$16.5K +101 +0.9%
IFA
347
Index Fund Advisors
California
$1.85M -$282K -1,725 -13%
CFAM
348
Center For Asset Management
Florida
$1.84M -$568K -3,473 -23%
MFG
349
MTM Financial Group
Pennsylvania
$1.84M -$42.5K -260 -2%
VCP
350
Verus Capital Partners
Arizona
$1.81M -$232K -1,422 -11%