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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWMG
726
Levy Wealth Management Group
Pennsylvania
$218K +$9.43K +68 +4%
First Manhattan
727
First Manhattan
New York
$216K -$51.2K -369 -19%
TA
728
Townsend & Associates
Colorado
$216K +$222K +1,600 New
AMR
729
Asset Management Resources
Massachusetts
$215K – – –
CIC
730
Carnegie Investment Counsel
Ohio
$214K +$1.67K +12 +0.8%
GAB
731
German American Bancorp
Indiana
$213K – – –
RFP
732
Root Financial Partners
California
$213K +$221K +1,590 New
VVP
733
Venture Visionary Partners
Ohio
$212K +$1.25K +9 +0.6%
RCA
734
Ranch Capital Advisors
Florida
$212K -$276K -1,986 -56%
WIC
735
Woodmont Investment Counsel
Tennessee
$211K -$3.47K -25 -2%
AHC
736
Anderson Hoagland & Co
Missouri
$211K -$90.3K -651 -29%
RFN
737
Redwood Financial Network
Ohio
$210K -$21.1K -152 -9%
CWP
738
Concord Wealth Partners
Virginia
$210K +$17.3K +125 +9%
CCA
739
Cravens & Co Advisors
Tennessee
$209K – – –
GGS
740
Galvin Gaustad & Stein
Arizona
$208K -$555 -4 -0.3%
PP
741
Patten & Patten
Tennessee
$206K – – –
SSB
742
Sandy Spring Bank
Maryland
$205K +$152K +1,095 +251%
AC
743
Abbrea Capital
California
$205K – – –
NWM
744
Northwest Wealth Management
Iowa
$200K +$207K +1,495 New
PG
745
Proffitt & Goodson
Tennessee
$200K – – –
WFA
746
WMG Financial Advisors
Tennessee
$200K – – –
WP
747
WealthPLAN Partners
Nebraska
$196K – – –
PFBT
748
Parkside Financial Bank & Trust
Missouri
$194K +$43.3K +312 +27%
MFA
749
McClarren Financial Advisors
Pennsylvania
$192K +$832 +6 +0.4%
OHWP
750
Oak Harbor Wealth Partners
North Carolina
$188K – – –