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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NB
351
Nicolet Bankshares
Wisconsin
$1.87M +$419K +2,647 +30%
Wellington Management Group
352
Wellington Management Group
Massachusetts
$1.83M
IWM
353
Inlight Wealth Management
Georgia
$1.81M +$1.05M +6,656 +153%
MWM
354
Meridian Wealth Management
Kentucky
$1.81M -$249K -1,573 -13%
BP
355
Ballentine Partners
Massachusetts
$1.81M
MG
356
Mather Group
Illinois
$1.8M +$14.1K +89 +0.8%
BSHC
357
Breed's Hill Capital
Massachusetts
$1.8M
PFM
358
Phillips Financial Management
Indiana
$1.79M
WTFG
359
Wells Trecaso Financial Group
Ohio
$1.78M +$5.38K +34 +0.3%
NWAG
360
Net Worth Advisory Group
Utah
$1.77M +$1.21M +7,672 +248%
ATC
361
Argent Trust Co
Tennessee
$1.76M -$217K -1,370 -11%
GRP
362
Global Retirement Partners
California
$1.76M +$1.69M +10,702 New
PCIA
363
Prime Capital Investment Advisors
Kansas
$1.76M -$568K -3,589 -25%
SFG
364
Sterling Financial Group
California
$1.73M
SAG
365
SageView Advisory Group
California
$1.73M -$567K -3,582 -26%
FFN
366
Focus Financial Network
Minnesota
$1.73M -$84.1K -531 -5%
Wealthfront Advisers
367
Wealthfront Advisers
California
$1.73M -$328K -2,071 -16%
SCA
368
STALEY CAPITAL ADVISERS
Pennsylvania
$1.69M
CWM
369
Cornerstone Wealth Management
Missouri
$1.68M +$185K +1,168 +13%
MCM
370
Mainstream Capital Management
California
$1.68M -$4.91K -31 -0.3%
WT
371
Whittier Trust
California
$1.66M -$61.9K -391 -4%
CAG
372
Csenge Advisory Group
Florida
$1.66M -$70.8K -447 -4%
MFG
373
MidWestOne Financial Group
Iowa
$1.65M -$95.5K -603 -6%
WDL
374
Well Done LLC
Michigan
$1.65M +$21.4K +135 +1%
AUB
375
Atlantic Union Bankshares
Virginia
$1.65M -$10.4K -66 -0.7%