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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
426
Marino Stram & Associates
Massachusetts
$1.77M +$89.8K +464 +5%
SHFA
427
SC&H Financial Advisors
Maryland
$1.77M +$774 +4 +0%
GFG
428
Genesis Financial Group
New Jersey
$1.76M +$61.9K +320 +4%
WFM
429
Wolff Financial Management
Michigan
$1.75M -$48K -248 -3%
PSF
430
Pacific Sun Financial
California
$1.75M -$5.8K -30 -0.3%
CCFM
431
Clear Creek Financial Management
Washington
$1.74M +$30.2K +156 +2%
Pathstone Holdings
432
Pathstone Holdings
New Jersey
$1.74M +$511K +2,642 +43%
PCM
433
Parsons Capital Management
Rhode Island
$1.73M +$10.3K +53 +0.6%
PIMG
434
Patriot Investment Management Group
Tennessee
$1.73M -$2.9K -15 -0.2%
TCOV
435
Trust Company of Vermont
Vermont
$1.72M +$1.69M +8,717 New
1IA
436
1834 Investment Advisors
Wisconsin
$1.72M +$172K +891 +11%
WJA
437
Willis Johnson & Associates
Texas
$1.71M -$492K -2,545 -23%
MAFA
438
MJT & Associates Financial Advisory
Minnesota
$1.7M
WT
439
Whittier Trust
California
$1.68M +$13.7K +71 +0.9%
CAG
440
Csenge Advisory Group
Florida
$1.67M -$45.1K -233 -3%
UBS AM
441
UBS AM
Illinois
$1.64M -$768K -3,972 -32%
EWP
442
Equity Wealth Partners
Missouri
$1.63M -$14.1K -73 -0.9%
CAP
443
Columbia Advisory Partners
Washington
$1.63M -$52K -269 -3%
NL
444
NWAM LLC
Washington
$1.61M -$30.6K -158 -2%
BVP
445
Bristlecone Value Partners
California
$1.6M +$19.7K +102 +1%
CIA
446
Choate Investment Advisors
Massachusetts
$1.6M
MG
447
Mather Group
Illinois
$1.58M -$30.8K -159 -2%
TAWM
448
Three Arch Wealth Management
California
$1.58M -$5.03K -26 -0.3%
MCM
449
MidAtlantic Capital Management
Virginia
$1.58M -$49.1K -254 -3%
FNBOMD
450
First National Bank of Mount Dora
Florida
$1.58M