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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
351
Citigroup
New York
$2.55M -$134K -718 -5%
GAI
352
General American Investors
New York
$2.52M
ANTB
353
AMG National Trust Bank
Colorado
$2.52M +$345K +1,847 +16%
PCG
354
Prosperity Consulting Group
Maryland
$2.48M -$92.8K -497 -4%
LEFP
355
Leading Edge Financial Planning
Tennessee
$2.44M +$523K +2,797 +27%
GAM
356
Gotham Asset Management
New York
$2.44M +$1.45M +7,781 +143%
TPW
357
Talon Private Wealth
Florida
$2.43M +$2.46M +13,183 New
EF
358
Empirical Finance
Pennsylvania
$2.43M +$2.46M +13,181 New
CCA
359
Checchi Capital Advisers
California
$2.4M -$490K -2,624 -17%
EF
360
Elite Financial
Idaho
$2.36M +$131K +700 +6%
RCM
361
RMR Capital Management
California
$2.36M +$255K +1,365 +12%
GBT
362
Grove Bank & Trust
Florida
$2.34M -$672K -3,597 -22%
FGG
363
Financial Guidance Group
Florida
$2.29M -$221K -1,185 -9%
Wealthfront Advisers
364
Wealthfront Advisers
California
$2.27M +$207K +1,109 +10%
PFS
365
Prospera Financial Services
Texas
$2.27M +$295K +1,577 +15%
NWAG
366
Net Worth Advisory Group
Utah
$2.27M +$136K +728 +6%
FFO
367
Fortitude Family Office
Arizona
$2.27M
UBS AM
368
UBS AM
Illinois
$2.26M +$1.91M +10,206 +498%
WA
369
Wealth Alliance
New York
$2.24M -$265K -1,420 -10%
MFF
370
Michels Family Financial
Texas
$2.24M +$23.9K +128 +1%
SEIA
371
Signature Estate & Investment Advisors
California
$2.24M -$567K -3,036 -20%
PCMC
372
Paragon Capital Management (Colorado)
Colorado
$2.21M +$11.4K +61 +0.5%
FMP
373
Financial Management Professionals
Texas
$2.21M +$2.24M +11,994 New
GFL
374
Granite FO LLC
New Hampshire
$2.21M -$88.7K -475 -4%
PFA
375
Pathway Financial Advisors
Vermont
$2.2M