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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
151
Whitegate Investment Counselors
New Hampshire
$5.98M +$31.5K +223 +0.5%
FPIS
152
Financial Planning & Information Services
Wisconsin
$5.88M -$158K -1,120 -2%
ONB
153
Old National Bancorp
Indiana
$5.84M -$1.39M -9,797 -18%
SCA
154
Scott Capital Advisors
Oregon
$5.83M +$2.58M +18,253 +68%
WAM
155
WNY Asset Management
New York
$5.72M -$6.68M -47,245 -52%
SWA
156
SOA Wealth Advisors
New York
$5.69M +$1.76M +12,441 +40%
KCM
157
Karp Capital Management
California
$5.66M +$5.95M +42,027 +2,546%
FHA
158
First Horizon Advisors
Tennessee
$5.63M +$1.29M +9,152 +27%
PAI
159
Pittenger & Anderson Inc
Nebraska
$5.55M – – –
WFM
160
Wolff Financial Management
Michigan
$5.53M -$61.4K -434 -1%
UB
161
UMB Bank
Missouri
$5.48M -$169K -1,198 -3%
FGG
162
Financial Guidance Group
Florida
$5.46M -$344K -2,431 -5%
OWM
163
Opes Wealth Management
California
$5.46M -$52.3K -370 -0.9%
ACA
164
Atlas Capital Advisors
Wyoming
$5.46M -$660K -4,666 -10%
FAIM
165
Financial Advocates Investment Management
Washington
$5.42M +$907K +6,415 +18%
ATPW
166
Ashton Thomas Private Wealth
Arizona
$5.39M +$734K +5,187 +14%
HA
167
HYA Advisors
Missouri
$5.37M +$179K +1,268 +3%
WAM
168
Weinberger Asset Management
California
$5.36M +$742K +5,246 +15%
PMG
169
ProVise Management Group
Florida
$5.28M +$1.42M +10,012 +33%
AI
170
Atria Investments
North Carolina
$5.1M +$3.36M +23,755 +152%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$5.01M +$314K +2,223 +6%
UCFA
172
United Capital Financial Advisors
Texas
$4.99M +$2.31M +16,305 +73%
FCI
173
Financial Counselors Inc
Kansas
$4.98M +$176K +1,246 +3%
OFP
174
OLIO Financial Planning
Virginia
$4.96M +$960K +6,789 +22%
SWIM
175
Smallwood Wealth Investment Management
New Jersey
$4.86M +$120K +845 +2%