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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
376
Insight Advisors
Pennsylvania
$1.74M – – –
MCM
377
Mainstream Capital Management
California
$1.74M -$42.5K -250 -2%
Kingswood Wealth Advisors
378
Kingswood Wealth Advisors
California
$1.74M +$719K +4,223 +74%
LI
379
LifeWealth Investments
Florida
$1.73M +$43K +253 +3%
JFS Wealth Advisors
380
JFS Wealth Advisors
Pennsylvania
$1.73M +$777K +4,567 +86%
WTFG
381
Wells Trecaso Financial Group
Ohio
$1.72M -$165K -967 -9%
Well Done LLC
382
Well Done LLC
Michigan
$1.72M -$29.3K -172 -2%
NewEdge Wealth
383
NewEdge Wealth
Pennsylvania
$1.71M +$767K +4,510 +83%
SageView Advisory Group
384
SageView Advisory Group
California
$1.71M -$68.6K -403 -4%
MidWestOne Financial Group
385
MidWestOne Financial Group
Iowa
$1.67M -$80.5K -473 -5%
Trust Company of Vermont
386
Trust Company of Vermont
Vermont
$1.67M -$43.4K -255 -3%
Scotia Capital
387
Scotia Capital
Ontario, Canada
$1.66M – – –
Cardiff Park Advisors
388
Cardiff Park Advisors
California
$1.66M +$7.15K +42 +0.4%
Stratos Wealth Partners
389
Stratos Wealth Partners
Ohio
$1.65M +$16.8K +99 +1%
Howe & Rusling
390
Howe & Rusling
New York
$1.64M +$116K +679 +8%
NWAM LLC
391
NWAM LLC
Washington
$1.63M +$43.4K +255 +3%
IAA
392
Ironsides Asset Advisors
North Carolina
$1.62M +$14.6K +86 +0.9%
Howland Capital Management
393
Howland Capital Management
Massachusetts
$1.59M – – –
WFM
394
Wolff Financial Management
Michigan
$1.59M -$83.7K -492 -5%
Kennedy Capital Management
395
Kennedy Capital Management
Missouri
$1.57M +$1.32M +7,757 +616%
Horizon Investments
396
Horizon Investments
North Carolina
$1.57M +$1.04M +6,098 +212%
Gibraltar Capital Management
397
Gibraltar Capital Management
Oklahoma
$1.56M -$2.04K -12 -0.1%
PSF
398
Pacific Sun Financial
California
$1.56M -$82.5K -485 -5%
Joel Isaacson & Co
399
Joel Isaacson & Co
New York
$1.56M +$4.76K +28 +0.3%
Choate Investment Advisors
400
Choate Investment Advisors
Massachusetts
$1.53M – – –