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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
401
Mather Group
Illinois
$1.8M -$2.45K -14 -0.1%
AUB
402
Atlantic Union Bankshares
Virginia
$1.78M +$175 +1 +0%
PFM
403
Phillips Financial Management
Indiana
$1.76M -$191K -1,089 -10%
HR
404
Howe & Rusling
New York
$1.76M +$94.3K +539 +6%
MFG
405
MidWestOne Financial Group
Iowa
$1.76M +$56.7K +324 +3%
TWP
406
Total Wealth Planning
Ohio
$1.75M -$28.6M -163,500 -94%
IA
407
Insight Advisors
Pennsylvania
$1.75M -$19.1K -109 -1%
ATC
408
Argent Trust Co
Tennessee
$1.75M -$22.2K -127 -1%
JIC
409
Joel Isaacson & Co
New York
$1.74M +$161K +920 +10%
HSA
410
HBK Sorce Advisory
Pennsylvania
$1.74M -$1.2M -6,861 -43%
SAG
411
SageView Advisory Group
California
$1.74M +$5.42K +31 +0.3%
WDL
412
Well Done LLC
Michigan
$1.72M -$27.1K -155 -2%
CA
413
Centennial Advisors
Texas
$1.72M +$1.7M +9,697 New
CPA
414
Cardiff Park Advisors
California
$1.69M +$6.48K +37 +0.4%
CAL
415
Capital Analysts LLC
Pennsylvania
$1.69M +$372K +2,128 +29%
IP
416
Indivisible Partners
Florida
$1.69M +$1.66M +9,504 New
IFG
417
Independent Financial Group
California
$1.67M +$179K +1,024 +12%
CAM
418
Clark Asset Management
New Hampshire
$1.66M +$1.3M +7,447 +385%
IAA
419
Ironsides Asset Advisors
North Carolina
$1.64M +$525 +3 +0%
SWM
420
Sendero Wealth Management
Texas
$1.64M +$1.62M +9,258 New
SWP
421
Stratos Wealth Partners
Ohio
$1.63M -$46.9K -268 -3%
WFM
422
Wolff Financial Management
Michigan
$1.62M +$10.9K +62 +0.7%
PIMG
423
Patriot Investment Management Group
Tennessee
$1.62M +$130K +745 +9%
MCM
424
Mainstream Capital Management
California
$1.62M -$147K -838 -8%
IF
425
Ironwood Financial
Arizona
$1.62M +$138K +791 +10%