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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
351
SEI Investments
Pennsylvania
$104K +$55K +497 +113%
TL
352
TrueWealth LLC
Georgia
$102K – – –
HT
353
Heritage Trust
Oklahoma
$101K -$3.99K -36 -4%
JGIA
354
Jackson Grant Investment Advisers
Connecticut
$100K +$443 +4 +0.4%
ML
355
McAdam LLC
Pennsylvania
$97K -$22.5K -203 -19%
TSW
356
Thompson Siegel & Walmsley
Virginia
$97K – – –
CFA
357
Carroll Financial Associates
North Carolina
$96K +$94.7K +855 +5,344%
PA
358
Parallel Advisors
California
$94K – – –
TWA
359
TCI Wealth Advisors
Arizona
$93K – – –
GRP
360
Global Retirement Partners
California
$90K +$53.5K +483 +146%
TFS
361
TrustCore Financial Services
Tennessee
$86K – – –
PWAG
362
Polaris Wealth Advisory Group
California
$85K – – –
SMFS
363
Squar Milner Financial Services
California
$77K +$77.4K +699 New
SIAS
364
Shine Investment Advisory Services
Colorado
$76K -$2.1K -19 -3%
SSB
365
Sandy Spring Bank
Maryland
$75K – – –
SFSIG
366
San Francisco Sentry Investment Group
California
$69K -$422K -3,809 -86%
VFA
367
Valeo Financial Advisors
Indiana
$69K +$221 +2 +0.3%
LFG
368
LifePlan Financial Group
Ohio
$68K +$5.65K +51 +9%
MRCM
369
M&R Capital Management
New Jersey
$67K – – –
ADL
370
Asset Dedication LLC
California
$62K – – –
UBS AM
371
UBS AM
Illinois
$57.8K +$57.9K +523 New
IWP
372
Icon Wealth Partners
Texas
$53K +$53K +479 New
FMTCOCP
373
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$52K – – –
BWM
374
BerganKDV Wealth Management
Minnesota
$49K +$48.7K +440 New
PFGIA
375
Patriot Financial Group Insurance Agency
Massachusetts
$47K -$16.6K -150 -26%