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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
101
Leavell Investment Management
Alabama
$4.84M +$161K +1,413 +3%
CPIG
102
Chicago Partners Investment Group
Illinois
$4.84M +$178K +1,563 +3%
TYCC
103
Texas Yale Capital Corp
Florida
$4.69M
PMG
104
ProVise Management Group
Florida
$4.59M +$238K +2,098 +5%
CG
105
Colony Group
Massachusetts
$4.58M -$131K -1,149 -3%
HA
106
Hamel Associates
New Jersey
$4.49M +$42K +370 +0.9%
TWA
107
Tillar-Wenstrup Advisors
Ohio
$4.41M +$1.23M +10,852 +39%
Citigroup
108
Citigroup
New York
$4.39M +$84.3K +742 +2%
PAI
109
Pittenger & Anderson Inc
Nebraska
$4.37M -$373K -3,282 -8%
MRC
110
Millburn Ridgefield Corp
New York
$4.1M
Goldman Sachs
111
Goldman Sachs
New York
$4.06M +$39.9K +351 +1%
UB
112
UMB Bank
Missouri
$3.87M +$490K +4,314 +14%
DC
113
Davenport & Co
Virginia
$3.69M +$144K +1,269 +4%
GP
114
Girard Partners
Pennsylvania
$3.69M -$339K -2,986 -8%
IFS
115
Ifrah Financial Services
Arkansas
$3.67M -$95K -836 -3%
SFM
116
Signet Financial Management
New Jersey
$3.65M -$123K -1,083 -3%
KCM
117
Karp Capital Management
California
$3.6M +$473K +4,165 +15%
CG
118
Caprock Group
Idaho
$3.55M +$20.1K +177 +0.6%
JFGIW
119
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.48M -$649K -5,710 -16%
FTS
120
Fifth Third Securities
Ohio
$3.41M +$3.4M +29,932 New
WIC
121
Whitegate Investment Counselors
New Hampshire
$3.4M +$8.41K +74 +0.2%
SCM
122
SOL Capital Management
Maryland
$3.3M +$134K +1,180 +4%
SB
123
Simmons Bank
Arkansas
$3.2M -$21.9K -193 -0.7%
WSTAM
124
Wilbanks Smith & Thomas Asset Management
Virginia
$3.2M +$2.87M +25,230 +824%
CS
125
Credit Suisse
Switzerland
$3.17M +$2.72M +23,954 +586%