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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
451
Choate Investment Advisors
Massachusetts
$1.49M -$131K -700 -8%
BIG
452
Brooklyn Investment Group
New York
$1.49M +$393K +2,106 +35%
JIC
453
Johnson Investment Counsel
Ohio
$1.49M +$8.22K +44 +0.5%
LEA
454
Legacy Edge Advisors
New York
$1.48M -$472K -2,529 -24%
TAWM
455
Three Arch Wealth Management
California
$1.48M – – –
BVP
456
Bristlecone Value Partners
California
$1.48M +$1.5M +8,019 New
FNBOMD
457
First National Bank of Mount Dora
Florida
$1.47M – – –
SI
458
Seeds Investor
New York
$1.47M -$147K -787 -9%
ECAM
459
East Coast Asset Management
Massachusetts
$1.46M +$374 +2 +0%
AF
460
Advisornet Financial
Minnesota
$1.45M -$13.5K -72 -0.9%
AIM
461
Acropolis Investment Management
Missouri
$1.44M +$3.92K +21 +0.3%
OCM
462
One Capital Management
California
$1.44M +$652K +3,491 +81%
1IA
463
1834 Investment Advisors
Wisconsin
$1.44M +$15.5K +83 +1%
JIG
464
Junk Investment Group
Maryland
$1.43M +$1.45M +7,769 New
EF
465
Empowered Funds
Pennsylvania
$1.42M +$1.44M +7,719 New
RWP
466
Revolve Wealth Partners
New Jersey
$1.42M -$66.9K -358 -4%
SFS
467
Sowell Financial Services
Arkansas
$1.4M +$192K +1,030 +16%
WFAG
468
Wescott Financial Advisory Group
Pennsylvania
$1.38M -$199K -1,064 -12%
GIA
469
GHP Investment Advisors
Colorado
$1.38M +$97.7K +523 +8%
PA
470
Parallel Advisors
California
$1.38M +$42.6K +228 +3%
EWM
471
Evergreen Wealth Management
Michigan
$1.37M +$747 +4 +0.1%
SWM
472
Sendero Wealth Management
Texas
$1.37M -$339K -1,813 -20%
OC
473
Oakworth Capital
Alabama
$1.33M -$11.4K -61 -0.8%
KCM
474
Kennedy Capital Management
Missouri
$1.33M +$1.01M +5,421 +305%
CWA
475
CJM Wealth Advisers
Virginia
$1.33M -$80.9K -433 -6%