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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
376
Acropolis Investment Management
Missouri
$963K +$4.47K +33 +0.4%
AAS
377
Avantax Advisory Services
Texas
$958K -$67.4K -498 -6%
ACM
378
Armbruster Capital Management
New York
$954K
WT
379
Whittier Trust
California
$952K -$12.2K -90 -1%
WTC
380
WhitTier Trust Company
Nevada
$950K
SF
381
Safeguard Financial
Wisconsin
$949K +$103K +758 +11%
JWCA
382
J.W. Cole Advisors
Florida
$948K -$265K -1,957 -20%
VWA
383
Visionary Wealth Advisors
Illinois
$945K -$948 -7 -0.1%
TDWM
384
Topel & Distasi Wealth Management
California
$930K
MA
385
Mutual Advisors
Nebraska
$923K +$114K +844 +13%
WA
386
Wambolt & Associates
Colorado
$919K +$17.5K +129 +2%
WCM
387
Windham Capital Management
Massachusetts
$913K
AT
388
American Trust
Kentucky
$910K -$51.3K -379 -5%
B
389
Bridgeworth
Alabama
$907K +$29.2K +216 +3%
CWM
390
Cadence Wealth Management
Massachusetts
$904K +$57.3K +423 +6%
CAL
391
Capital Advisors Ltd
Ohio
$901K
HIS
392
Horizon Investment Services
Indiana
$899K -$14.9K -110 -1%
MLA
393
My Legacy Advisors
Oregon
$897K +$109K +803 +12%
V
394
Veritable
Delaware
$889K +$150K +1,105 +18%
WH
395
Willner & Heller
California
$887K +$82.6K +610 +9%
HNB
396
Huntington National Bank
Ohio
$878K
WI
397
WrapManager Inc
California
$874K -$46.4K -343 -5%
IFG
398
Independent Financial Group
California
$872K +$55K +406 +6%
CIBC World Market
399
CIBC World Market
Ontario, Canada
$859K +$188K +1,388 +24%
CFA
400
Cahill Financial Advisors
Minnesota
$857K +$54.6K +403 +6%