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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
351
Csenge Advisory Group
Florida
$1.84M +$16.5K +98 +0.9%
MCM
352
Mainstream Capital Management
California
$1.83M
Citigroup
353
Citigroup
New York
$1.82M -$44K -261 -2%
APWM
354
Anchor Pointe Wealth Management
Missouri
$1.8M +$1.89M +11,175 New
Wellington Management Group
355
Wellington Management Group
Massachusetts
$1.8M
TCOV
356
Trust Company of Vermont
Vermont
$1.77M +$618K +3,661 +50%
BSHC
357
Breed's Hill Capital
Massachusetts
$1.77M
ACA
358
Anchor Capital Advisors
Massachusetts
$1.77M +$1.84M +10,930 New
PFM
359
Phillips Financial Management
Indiana
$1.76M
BP
360
Ballentine Partners
Massachusetts
$1.74M
WTFG
361
Wells Trecaso Financial Group
Ohio
$1.73M -$21.4K -127 -1%
SFG
362
Sterling Financial Group
California
$1.7M
FFN
363
Focus Financial Network
Minnesota
$1.7M +$660K +3,915 +60%
MG
364
Mather Group
Illinois
$1.69M -$20.6K -122 -1%
MFG
365
MidWestOne Financial Group
Iowa
$1.69M +$35.4K +210 +2%
WT
366
Whittier Trust
California
$1.69M +$449K +2,660 +34%
SCA
367
STALEY CAPITAL ADVISERS
Pennsylvania
$1.66M
AUB
368
Atlantic Union Bankshares
Virginia
$1.66M +$101K +596 +6%
TPW
369
Talon Private Wealth
Florida
$1.66M +$1.25M +7,426 +262%
Envestnet Portfolio Solutions
370
Envestnet Portfolio Solutions
Illinois
$1.64M +$415K +2,461 +32%
SWP
371
Stratos Wealth Partners
Ohio
$1.64M +$49.4K +293 +3%
IA
372
Insight Advisors
Pennsylvania
$1.63M -$4.05K -24 -0.2%
REMPR
373
Roof Eidam Maycock Peralta (REMP)
California
$1.61M +$80.1K +475 +5%
FFA
374
Farther Finance Advisors
California
$1.59M +$628K +3,725 +61%
KW
375
Keyvantage Wealth
Pennsylvania
$1.58M +$1.65M +9,793 New