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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
376
Pathway Financial Advisors
Vermont
$2.2M – – –
SLA
377
Silver Lake Advisory
Utah
$2.2M +$2.23M +11,924 New
SVWAG
378
Sound View Wealth Advisors Group
Georgia
$2.19M -$92.8K -497 -4%
MBWA
379
Marin Bay Wealth Advisors
California
$2.18M -$32.7K -175 -1%
HR
380
Howe & Rusling
New York
$2.15M +$326K +1,747 +18%
GC
381
Grimes & Company
Massachusetts
$2.12M -$214K -1,147 -9%
IFA
382
Index Fund Advisors
California
$2.11M +$12.5K +67 +0.6%
WA
383
Waystone Advisors
Washington
$2.1M -$119K -638 -5%
SWA
384
Stratos Wealth Advisors
Ohio
$2.08M -$230K -1,233 -10%
SB
385
Simmons Bank
Arkansas
$2.07M -$78.5K -420 -4%
WJA
386
Willis Johnson & Associates
Texas
$2.06M -$490K -2,625 -19%
JE
387
Jacobs Equity
Utah
$2.06M +$72.1K +386 +4%
Wellington Management Group
388
Wellington Management Group
Massachusetts
$2.05M – – –
MMPW
389
Mitchell McLeod Pugh & Williams
Alabama
$2.04M +$97.9K +524 +5%
CA
390
Centennial Advisors
Texas
$2.02M +$240K +1,282 +13%
BP
391
Ballentine Partners
Massachusetts
$2.02M +$17.6K +94 +0.9%
REMPR
392
Roof Eidam Maycock Peralta (REMP)
California
$1.99M +$19.6K +105 +1%
IFG
393
Independent Financial Group
California
$1.97M +$244K +1,304 +14%
RFC
394
Regions Financial Corp
Alabama
$1.97M +$368K +1,970 +23%
ZF
395
Zhang Financial
Michigan
$1.96M -$293K -1,569 -13%
Financial Engines Advisors
396
Financial Engines Advisors
California
$1.96M +$11.8K +63 +0.6%
MFG
397
MTM Financial Group
Pennsylvania
$1.94M -$58.8K -315 -3%
PCM
398
Prelude Capital Management
New York
$1.93M – – –
MWM
399
Maimon Wealth Management
Israel
$1.93M -$934 -5 -0%
ATC
400
Argent Trust Co
Tennessee
$1.93M +$108K +580 +6%