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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
351
Wellington Management Group
Massachusetts
$1.83M – – –
IWM
352
Inlight Wealth Management
Georgia
$1.81M +$1.05M +6,656 +153%
MWM
353
Meridian Wealth Management
Kentucky
$1.81M -$249K -1,573 -13%
BP
354
Ballentine Partners
Massachusetts
$1.81M – – –
MG
355
Mather Group
Illinois
$1.8M +$14.1K +89 +0.8%
BSHC
356
Breed's Hill Capital
Massachusetts
$1.8M – – –
PFM
357
Phillips Financial Management
Indiana
$1.79M – – –
WTFG
358
Wells Trecaso Financial Group
Ohio
$1.78M +$5.38K +34 +0.3%
NWAG
359
Net Worth Advisory Group
Utah
$1.77M +$1.21M +7,672 +248%
ATC
360
Argent Trust Co
Tennessee
$1.76M -$217K -1,370 -11%
GRP
361
Global Retirement Partners
California
$1.76M +$1.69M +10,702 New
PCIA
362
Prime Capital Investment Advisors
Kansas
$1.76M -$568K -3,589 -25%
SFG
363
Sterling Financial Group
California
$1.73M – – –
SAG
364
SageView Advisory Group
California
$1.73M -$567K -3,582 -26%
FFN
365
Focus Financial Network
Minnesota
$1.73M -$84.1K -531 -5%
Wealthfront Advisers
366
Wealthfront Advisers
California
$1.73M -$328K -2,071 -16%
SCA
367
STALEY CAPITAL ADVISERS
Pennsylvania
$1.69M – – –
CWM
368
Cornerstone Wealth Management
Missouri
$1.68M +$185K +1,168 +13%
MCM
369
Mainstream Capital Management
California
$1.68M -$4.91K -31 -0.3%
WT
370
Whittier Trust
California
$1.66M -$61.9K -391 -4%
CAG
371
Csenge Advisory Group
Florida
$1.66M -$70.8K -447 -4%
MFG
372
MidWestOne Financial Group
Iowa
$1.65M -$95.5K -603 -6%
WDL
373
Well Done LLC
Michigan
$1.65M +$21.4K +135 +1%
AUB
374
Atlantic Union Bankshares
Virginia
$1.65M -$10.4K -66 -0.7%
IA
375
Insight Advisors
Pennsylvania
$1.64M -$7.92K -50 -0.5%