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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
101
Johanson Financial Advisors
California
$2.91M +$2.27M +22,529 +371%
TWA
102
Tillar-Wenstrup Advisors
Ohio
$2.9M +$206K +2,041 +8%
HCMT
103
Highland Capital Management (Tennessee)
Tennessee
$2.88M +$14.7K +146 +0.5%
WIC
104
Whitegate Investment Counselors
New Hampshire
$2.85M +$120K +1,191 +4%
IAA
105
Ironsides Asset Advisors
North Carolina
$2.76M -$2.26M -22,390 -45%
GP
106
Girard Partners
Pennsylvania
$2.65M +$152K +1,507 +6%
FIM
107
Freedom Investment Management
Connecticut
$2.64M +$73K +724 +3%
FHA
108
First Horizon Advisors
Tennessee
$2.58M -$743K -7,373 -23%
APSP
109
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.54M +$145K +1,436 +6%
VFA
110
Voya Financial Advisors
Connecticut
$2.5M +$668K +6,627 +37%
WA
111
WFG Advisors
Texas
$2.48M +$1.24M +12,337 +103%
SFM
112
Signet Financial Management
New Jersey
$2.47M +$987K +9,791 +68%
DE
113
Day & Ennis
Georgia
$2.47M -$249K -2,469 -9%
KF
114
Krilogy Financial
Missouri
$2.29M
DC
115
Davenport & Co
Virginia
$2.28M +$61.5K +610 +3%
SHCM
116
Stokes & Hubbell Capital Management
Louisiana
$2.27M +$1.31M +13,046 +142%
BWL
117
Bogart Wealth LLC
Virginia
$2.22M +$878K +8,708 +67%
AB
118
Atlas Brown
Kentucky
$2.14M -$91.7K -910 -4%
RIA
119
Regal Investment Advisors
Michigan
$2.13M +$12.5K +124 +0.6%
FCI
120
Financial Counselors Inc
Kansas
$2.1M -$4.03K -40 -0.2%
SCM
121
SOL Capital Management
Maryland
$2.09M +$101K +1,000 +5%
MFW
122
Mosaic Family Wealth
Missouri
$2.07M -$231K -2,294 -10%
FA
123
FDx Advisors
Illinois
$2.05M +$749K +7,428 +59%
SI
124
SII Investments
Wisconsin
$1.97M +$305K +3,026 +18%
Citigroup
125
Citigroup
New York
$1.95M -$112K -1,112 -6%