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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Allworth Financial
California
$4.94M +$6.49M +60,217 +10,053%
EWA
77
Exencial Wealth Advisors
Oklahoma
$4.85M -$35.5K -330 -0.5%
FAT
78
First American Trust
California
$4.82M -$350K -3,247 -5%
RRC
79
Relaxing Retirement Coach
Massachusetts
$4.67M -$4.33M -40,191 -41%
MFG
80
Magnus Financial Group
New York
$4.59M +$378K +3,512 +7%
CPIG
81
Chicago Partners Investment Group
Illinois
$4.54M +$500K +4,640 +10%
UB
82
UMB Bank
Missouri
$4.47M -$218K -2,027 -4%
PFA
83
Pure Financial Advisors
California
$4.46M -$1.86M -17,287 -24%
NFG
84
Next Financial Group
Texas
$4.46M +$742K +6,894 +14%
TYCC
85
Texas Yale Capital Corp
Florida
$4.42M +$1.32M +12,272 +29%
CTC
86
Central Trust Company
Missouri
$4.34M +$1.16M +10,773 +25%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$4.28M -$210K -1,952 -4%
ONB
88
Old National Bancorp
Indiana
$4.28M +$376K +3,493 +7%
GFPC
89
Global Financial Private Capital
Florida
$4.21M -$382K -3,549 -6%
EI
90
Ellevest Inc
New York
$4.2M +$1.26M +11,684 +29%
SWM
91
Southern Wealth Management
Texas
$4.02M -$5.89M -54,720 -53%
JFA
92
Johanson Financial Advisors
California
$3.79M -$619M -5,748,834 -99%
DC
93
Davenport & Co
Virginia
$3.79M +$538K +5,000 +12%
AA
94
Alesco Advisors
New York
$3.75M +$3.7M +34,387 +292%
Mariner
95
Mariner
Kansas
$3.75M +$636K +5,901 +15%
CB
96
Commerce Bank
Missouri
$3.72M +$259K +2,402 +6%
EWA
97
EP Wealth Advisors
California
$3.6M -$1.45M -13,441 -23%
WFM
98
Wolff Financial Management
Michigan
$3.59M +$590K +5,479 +14%
PMG
99
ProVise Management Group
Florida
$3.59M +$431 +4 +0%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$3.59M +$3.97M +36,899 +510%