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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truepoint Inc
376
Truepoint Inc
Ohio
$978K +$6.9K +51 +0.6%
FNBOMD
377
First National Bank of Mount Dora
Florida
$971K – – –
AIM
378
Acropolis Investment Management
Missouri
$963K +$4.47K +33 +0.4%
Avantax Advisory Services
379
Avantax Advisory Services
Texas
$958K -$67.4K -498 -6%
ACM
380
Armbruster Capital Management
New York
$954K – – –
Whittier Trust
381
Whittier Trust
California
$952K -$12.2K -90 -1%
WhitTier Trust Company
382
WhitTier Trust Company
Nevada
$950K – – –
SF
383
Safeguard Financial
Wisconsin
$949K +$103K +758 +11%
JWCA
384
J.W. Cole Advisors
Florida
$948K -$265K -1,957 -20%
VWA
385
Visionary Wealth Advisors
Illinois
$945K -$948 -7 -0.1%
TDWM
386
Topel & Distasi Wealth Management
California
$930K – – –
MA
387
Mutual Advisors
Nebraska
$923K +$114K +844 +13%
WA
388
Wambolt & Associates
Colorado
$919K +$17.5K +129 +2%
WCM
389
Windham Capital Management
Massachusetts
$913K – – –
AT
390
American Trust
Kentucky
$910K -$51.3K -379 -5%
B
391
Bridgeworth
Alabama
$907K +$29.2K +216 +3%
CWM
392
Cadence Wealth Management
Massachusetts
$904K +$57.3K +423 +6%
CAL
393
Capital Advisors Ltd
Ohio
$901K – – –
HIS
394
Horizon Investment Services
Indiana
$899K -$14.9K -110 -1%
MLA
395
My Legacy Advisors
Oregon
$897K +$109K +803 +12%
Veritable
396
Veritable
Delaware
$889K +$150K +1,105 +18%
WH
397
Willner & Heller
California
$887K +$82.6K +610 +9%
Huntington National Bank
398
Huntington National Bank
Ohio
$878K – – –
WI
399
WrapManager Inc
California
$874K -$46.4K -343 -5%
Independent Financial Group
400
Independent Financial Group
California
$872K +$55K +406 +6%