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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAT
601
First American Trust
California
$396K -$23.2K -167 -5%
MA
602
MCF Advisors
Kentucky
$393K
OCM
603
One Capital Management
California
$393K -$36.8K -265 -8%
RMDI
604
R.M. Davis Inc
Maine
$393K
PB
605
Pinnacle Bancorp
Nebraska
$392K +$4.3K +31 +1%
KeyBank National Association
606
KeyBank National Association
Ohio
$392K +$3.61K +26 +0.9%
AWS
607
AJ Wealth Strategies
New York
$391K +$277 +2 +0.1%
ORC
608
O'Rourke & Company
Massachusetts
$390K +$832 +6 +0.2%
FPCG
609
Forum Private Client Group
Indiana
$389K -$8.32K -60 -2%
VCM
610
Virtue Capital Management
Tennessee
$388K -$35.7K -257 -8%
BWM
611
BCS Wealth Management
Tennessee
$385K
SFS
612
Sowell Financial Services
Arkansas
$385K +$398K +2,872 New
NAS
613
Nicolet Advisory Services
Wisconsin
$384K -$35K -252 -8%
CCM
614
Coldstream Capital Management
Washington
$382K +$122K +883 +45%
Vanguard Group
615
Vanguard Group
Pennsylvania
$379K +$392K +2,824 New
NF
616
Nikulski Financial
Iowa
$378K
QCIG
617
Quad-Cities Investment Group
Iowa
$377K +$12.8K +92 +3%
DI
618
Disciplined Investments
Oklahoma
$376K -$2.08K -15 -0.5%
EPP
619
ETF Portfolio Partners
Kansas
$372K +$24.4K +176 +7%
RIS
620
Retirement Income Solutions
Michigan
$363K +$130K +935 +53%
PMFA
621
Plante Moran Financial Advisors
Michigan
$362K +$375K +2,702 New
BFA
622
Beaumont Financial Advisors
Massachusetts
$362K -$1.94K -14 -0.5%
NRI
623
NFP Retirement Inc
California
$361K
VIA
624
Vickerman Investment Advisors
Washington
$361K -$623K -4,492 -63%
Simplex Trading
625
Simplex Trading
Illinois
$356K -$1.72M -12,372 -82%