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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
401
Aveo Capital Partners
Colorado
$1.39M +$286K +1,698 +25%
FC
402
Forte Capital
New York
$1.38M -$229K -1,358 -14%
World Investment Advisors
403
World Investment Advisors
California
$1.38M -$16.9M -100,357 -92%
IFWM
404
Institute for Wealth Management
Colorado
$1.38M -$28.3K -168 -2%
PIMG
405
Patriot Investment Management Group
Tennessee
$1.36M – – –
Johnson Investment Counsel
406
Johnson Investment Counsel
Ohio
$1.36M +$58.5K +347 +4%
ECAM
407
East Coast Asset Management
Massachusetts
$1.35M +$337 +2 +0%
MLA
408
My Legacy Advisors
Oregon
$1.35M +$76.9K +456 +6%
LI
409
LifeWealth Investments
Florida
$1.33M +$1.39M +8,242 New
FAIM
410
Financial Advocates Investment Management
Washington
$1.33M +$74.7K +443 +6%
BIM
411
Baldwin Investment Management
Pennsylvania
$1.32M -$128K -759 -9%
IAN
412
Integrated Advisors Network
Texas
$1.32M -$61.9K -367 -4%
EWM
413
Evergreen Wealth Management
Michigan
$1.31M +$5.4K +32 +0.4%
CWA
414
CJM Wealth Advisers
Virginia
$1.31M +$843 +5 +0.1%
Choate Investment Advisors
415
Choate Investment Advisors
Massachusetts
$1.31M – – –
HAM
416
Hickory Asset Management
Ohio
$1.31M +$1.36M +8,082 New
Tudor Investment Corp
417
Tudor Investment Corp
Connecticut
$1.3M +$590K +3,496 +78%
FNBOMD
418
First National Bank of Mount Dora
Florida
$1.29M – – –
SCA
419
Snowden Capital Advisors
New York
$1.29M -$50.8K -301 -4%
1IA
420
1834 Investment Advisors
Wisconsin
$1.29M +$42.8K +254 +3%
VFG
421
Victory Financial Group
Texas
$1.28M +$1.34M +7,933 New
Regions Financial Corp
422
Regions Financial Corp
Alabama
$1.28M +$103K +611 +8%
CCFM
423
Clear Creek Financial Management
Washington
$1.28M +$108K +642 +9%
Synovus Financial
424
Synovus Financial
Georgia
$1.27M -$1.3M -7,689 -49%
Old Mission Capital
425
Old Mission Capital
Illinois
$1.27M +$1.32M +7,842 New