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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
376
Citizens Financial Group
Rhode Island
$438K +$2.58K +23 +0.6%
PCIA
377
Prime Capital Investment Advisors
Kansas
$437K -$9.19K -82 -2%
EWA
378
EP Wealth Advisors
California
$436K -$2.33M -20,784 -85%
SWM
379
SeaCrest Wealth Management
New York
$433K -$19.9K -178 -5%
KFI
380
Key Financial Inc
Pennsylvania
$432K
COF
381
Capital One Financial
Virginia
$429K -$194K -1,731 -32%
BFA
382
Beacon Financial Advisory
Ohio
$428K +$10.8K +96 +3%
IWA
383
IVC Wealth Advisors
Pennsylvania
$428K +$403K +3,596 New
RFC
384
Regions Financial Corp
Alabama
$418K +$15.8K +141 +4%
IWAG
385
Integer Wealth Advisors Group
Georgia
$412K
SAM
386
S.A. Mason
Michigan
$409K
FFG
387
Ford Financial Group
California
$405K -$28K -250 -7%
DCM
388
Donaldson Capital Management
Indiana
$398K -$27.1K -242 -7%
KTM
389
Keeler Thomas Management
Utah
$394K -$19.6K -175 -5%
DI
390
Disciplined Investments
Oklahoma
$392K -$7.95K -71 -2%
CPFP
391
Clear Perspectives Financial Planning
Ohio
$389K +$366K +3,266 New
CIAS
392
Capital Investment Advisory Services
North Carolina
$388K -$37K -330 -9%
NB
393
Nicolet Bankshares
Wisconsin
$384K -$52.2K -466 -13%
BCWM
394
Bartlett & Co Wealth Management
Ohio
$383K -$47.6K -425 -12%
BC
395
Bartlett & Co
Ohio
$383K -$47.6K -425 -12%
PL
396
Plancorp LLC
Missouri
$382K
ZF
397
Zhang Financial
Michigan
$382K +$70.3K +628 +24%
SWP
398
Stratos Wealth Partners
Ohio
$379K -$76.4K -682 -18%
SCI
399
Stableford Capital II
Arizona
$379K +$357K +3,186 New
CIBC World Market
400
CIBC World Market
Ontario, Canada
$375K +$32.7K +292 +10%