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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OLA
501
Oliver Luxxe Assets
New Jersey
$210K +$192K +1,717 New
PFO
502
Pathstone Family Office
New Jersey
$207K -$17.9K -160 -8%
PFA
503
Professional Financial Advisors
Nebraska
$206K +$11.5K +103 +6%
AWA
504
Acorn Wealth Advisors
Michigan
$204K +$192K +1,713 New
F
505
F3Logic
Minnesota
$204K +$192K +1,718 New
WFA
506
Wells Financial Advisors
Massachusetts
$202K +$191K +1,701 New
AA
507
Ancora Advisors
Ohio
$201K +$63.4K +566 +50%
AF
508
Allworth Financial
California
$189K +$12.4K +111 +8%
CI
509
Cordant Inc
Oregon
$179K -$3.92K -35 -2%
AP
510
Atwood & Palmer
Missouri
$177K
CTC
511
Central Trust Company
Missouri
$176K
First Manhattan
512
First Manhattan
New York
$174K
RFA
513
Reilly Financial Advisors
California
$174K +$33.4K +298 +26%
CHC
514
City Holding Co
West Virginia
$170K +$151K +1,349 +1,686%
Bessemer Group
515
Bessemer Group
New Jersey
$165K
SBSB
516
Sullivan, Bruyette, Speros & Blaney
Virginia
$163K +$154K +1,371 New
GWM
517
Geneos Wealth Management
Colorado
$162K +$879K +7,847 +682%
SIM
518
Sonora Investment Management
Arizona
$161K -$7.95K -71 -5%
FCH
519
Freestone Capital Holdings
Washington
$160K +$85.7K +765 +132%
S
520
SignatureFD
Georgia
$160K +$35.3K +315 +31%
CFD
521
Creative Financial Designs
Indiana
$154K +$41.9K +374 +41%
TFGT
522
TS Financial Group (TSFG)
Illinois
$149K +$112 +1 +0.1%
RCA
523
Ranch Capital Advisors
Florida
$144K -$1.01K -9 -0.7%
DSC
524
Duncker Streett & Co
Missouri
$139K +$448 +4 +0.3%
MA
525
Montag & Associates
Georgia
$134K +$127K +1,130 New