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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1IA
501
1834 Investment Advisors
Wisconsin
$764K +$62.7K +427 +10%
Legacy Financial Group (Iowa)
502
Legacy Financial Group (Iowa)
Iowa
$762K +$717K +4,885 New
HNB
503
Huntington National Bank
Ohio
$757K
HP
504
Holistic Planning
Texas
$753K -$3.82K -26 -0.5%
GCM
505
G2 Capital Management
Ohio
$753K
WAM
506
WNY Asset Management
New York
$746K +$12.5K +85 +2%
IA
507
Inspire Advisors
Idaho
$745K -$82.2K -560 -10%
PB
508
Pinnacle Bancorp
Nebraska
$741K -$2.2K -15 -0.3%
SWM
509
SeaCrest Wealth Management
New York
$741K +$18.2K +124 +3%
CHA
510
Carmichael Hill & Associates
Maryland
$737K -$30.5K -208 -4%
EFS
511
Essex Financial Services
Connecticut
$734K -$18.6K -127 -3%
AWM
512
Aspire Wealth Management
Massachusetts
$733K -$112K -765 -14%
SIG
513
Sargent Investment Group
Maryland
$728K -$102K -693 -13%
CD
514
Chapin Davis
Maryland
$718K +$40.1K +273 +6%
BCIM
515
Bishop & Co Investment Management
Pennsylvania
$717K -$904K -6,155 -57%
FA
516
Financial Alternatives
California
$714K
GJIA
517
Glass Jacobson Investment Advisors
Maryland
$698K -$148K -1,011 -18%
MFS
518
McNamara Financial Services
Massachusetts
$694K +$4.41K +30 +0.7%
NFP
519
Narus Financial Partners
Utah
$692K -$40.2K -274 -6%
CT
520
Colonial Trust
South Carolina
$691K -$9.54K -65 -1%
JCM
521
Jacobi Capital Management
Pennsylvania
$691K -$24.7K -168 -4%
CPRC
522
Consolidated Portfolio Review Corp
New York
$687K +$16.3K +111 +3%
RWP
523
RWA Wealth Partners
Massachusetts
$686K -$13.5K -92 -2%
RIM
524
Rockbridge Investment Management
New York
$671K -$233K -1,590 -27%
MF
525
Meridian Financial
Massachusetts
$669K -$7.49K -51 -1%