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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
351
Clark Financial Services Group
Missouri
$1.6M -$8.73K -65 -0.6%
FGAM
352
Financial Gravity Asset Management
Texas
$1.6M +$41.4K +308 +2,567%
CCB
353
Country Club Bank
Missouri
$1.6M
GAI
354
General American Investors
New York
$1.6M +$269K +2,000 +22%
BSHC
355
Breed's Hill Capital
Massachusetts
$1.59M +$1.47M +10,945 New
ATC
356
Argent Trust Co
Tennessee
$1.58M -$403 -3 -0%
WTFG
357
Wells Trecaso Financial Group
Ohio
$1.56M -$9.8K -73 -0.7%
BCIM
358
Bishop & Co Investment Management
Pennsylvania
$1.56M +$1.44M +10,757 New
BP
359
Ballentine Partners
Massachusetts
$1.56M
OIA
360
OneDigital Investment Advisors
Kansas
$1.56M +$725K +5,396 +101%
SFG
361
Sterling Financial Group
California
$1.53M
REMPR
362
Roof Eidam Maycock Peralta (REMP)
California
$1.52M -$103K -770 -7%
GP
363
Girard Partners
Pennsylvania
$1.52M -$228K -1,699 -14%
RA
364
Rockingstone Advisors
Massachusetts
$1.51M +$190K +1,415 +16%
CANC
365
Culbertson A N & Co
Virginia
$1.5M
PSF
366
Pacific Sun Financial
California
$1.5M -$2.02K -15 -0.1%
WA
367
Wambolt & Associates
Colorado
$1.48M +$281K +2,093 +26%
Allspring Global Investments
368
Allspring Global Investments
North Carolina
$1.47M +$198K +1,477 +17%
IA
369
Insight Advisors
Pennsylvania
$1.47M -$9.13K -68 -0.7%
MAM
370
MMA Asset Management
Pennsylvania
$1.47M +$120K +897 +10%
EWM
371
Evergreen Wealth Management
Michigan
$1.46M -$230K -1,709 -15%
NFG
372
Nations Financial Group
Iowa
$1.45M -$740K -5,511 -35%
KWM
373
Kingsview Wealth Management
Oregon
$1.45M +$340K +2,532 +34%
SWM
374
Schwallier Wealth Management
Michigan
$1.44M +$1.34M +9,965 New
WFM
375
Wolff Financial Management
Michigan
$1.44M -$139K -1,032 -9%