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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UB
126
UMB Bank
Missouri
$6.38M +$164K +1,152 +3%
OWA
127
Octavia Wealth Advisors
Ohio
$6.34M +$508K +3,579 +9%
CAWM
128
Capital Advisors Wealth Management
Washington
$6.28M +$80.7K +568 +1%
CI
129
CX Institutional
Indiana
$6.28M -$628K -4,418 -9%
BSB
130
Bangor Savings Bank
Maine
$6.27M +$2.44M +17,171 +62%
DADC
131
D.A. Davidson & Co
Montana
$6.21M +$117K +821 +2%
CAG
132
Compass Advisory Group
New York
$6.2M +$156K +1,100 +3%
FPIS
133
Financial Planning & Information Services
Wisconsin
$6.12M +$184K +1,296 +3%
ACA
134
Atlas Capital Advisors
Wyoming
$6.08M +$109K +768 +2%
CAN
135
Cetera Advisor Networks
California
$6.08M -$88.4K -622 -1%
PAI
136
Pittenger & Anderson Inc
Nebraska
$5.99M +$4.4K +31 +0.1%
HI
137
Harbour Investments
Wisconsin
$5.98M -$2.13M -14,996 -26%
RC
138
Rovin Capital
Arizona
$5.97M -$27.4K -193 -0.4%
HA
139
HYA Advisors
Missouri
$5.87M -$566K -3,987 -9%
OWM
140
Opes Wealth Management
California
$5.76M +$74.7K +526 +1%
MFW
141
Mosaic Family Wealth
Missouri
$5.73M +$147K +1,034 +3%
IFA
142
Interactive Financial Advisors
Illinois
$5.71M -$182K -1,284 -3%
CWAG
143
Compton Wealth Advisory Group
Virginia
$5.66M +$147K +1,033 +3%
Vanguard Group
144
Vanguard Group
Pennsylvania
$5.48M +$5.57M +39,236 New
OWM
145
Orgel Wealth Management
Wisconsin
$5.36M +$2.43M +17,084 +80%
JFA
146
JNBA Financial Advisors
Minnesota
$5.3M +$87.9K +619 +2%
SWA
147
Stratos Wealth Advisors
Ohio
$5.3M +$590K +4,157 +12%
FUBT
148
First United Bank & Trust
Maryland
$5.3M -$5.97K -42 -0.1%
PWM
149
Provident Wealth Management
Tennessee
$5.3M +$648K +4,564 +14%
JFG
150
JMG Financial Group
Illinois
$5.24M -$5.8M -40,843 -52%