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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAI
326
General American Investors
New York
$2.25M – – –
WPA
327
Wealth Preservation Advisors
Tennessee
$2.24M +$46.2K +292 +2%
KWM
328
Kingsview Wealth Management
Oregon
$2.23M +$107K +676 +5%
SVWAG
329
Sound View Wealth Advisors Group
Georgia
$2.19M -$209K -1,319 -9%
EF
330
Empirical Finance
Pennsylvania
$2.17M – – –
PFS
331
Prospera Financial Services
Texas
$2.15M +$213K +1,345 +11%
AQR Capital Management
332
AQR Capital Management
Connecticut
$2.13M +$644K +4,065 +46%
SWA
333
Stratos Wealth Advisors
Ohio
$2.11M -$404K -2,554 -17%
WA
334
Wambolt & Associates
Colorado
$2.08M -$98.3K -621 -5%
ANTB
335
AMG National Trust Bank
Colorado
$2.07M -$4.75K -30 -0.2%
GFL
336
Granite FO LLC
New Hampshire
$2.05M – – –
AAS
337
Ameritas Advisory Services
Nebraska
$2.05M -$236K -1,492 -11%
SB
338
Simmons Bank
Arkansas
$2.03M -$191K -1,207 -9%
SWM
339
Sagace Wealth Management
Florida
$1.99M -$42.1K -266 -2%
SWM
340
SilverOak Wealth Management
Minnesota
$1.98M -$18.4K -116 -1%
UF
341
Univest Financial
Pennsylvania
$1.98M +$27.7K +175 +1%
PFA
342
Pathway Financial Advisors
Vermont
$1.95M – – –
Financial Engines Advisors
343
Financial Engines Advisors
California
$1.94M +$950 +6 +0.1%
VCP
344
Verus Capital Partners
Arizona
$1.93M +$79.5K +502 +4%
MFF
345
Michels Family Financial
Texas
$1.92M +$18.5K +117 +1%
MFG
346
MTM Financial Group
Pennsylvania
$1.9M +$15K +95 +0.8%
CFSG
347
Clark Financial Services Group
Missouri
$1.9M -$58.9K -372 -3%
IFA
348
Index Fund Advisors
California
$1.89M – – –
RCM
349
RMR Capital Management
California
$1.87M -$581K -3,669 -24%
NB
350
Nicolet Bankshares
Wisconsin
$1.87M +$419K +2,647 +30%