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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
176
JRM Investment Counsel
Nebraska
$1.51M -$174K -1,660 -9%
WT
177
Whittier Trust
California
$1.5M +$249K +2,375 +18%
DCM
178
Donaldson Capital Management
Indiana
$1.47M -$58K -552 -3%
TW
179
TrinityPoint Wealth
Connecticut
$1.45M +$1.6M +15,256 New
PD
180
Planning Directions
Pennsylvania
$1.42M -$31.8K -303 -2%
NI
181
Nuance Investments
Missouri
$1.42M +$1.56M +14,849 New
FUBT
182
First United Bank & Trust
Maryland
$1.41M +$102K +971 +7%
CA
183
Cetera Advisors
Colorado
$1.33M -$124K -1,182 -8%
GVAG
184
Great Valley Advisor Group
Delaware
$1.32M +$1.41M +13,424 New
AIA
185
AIMZ Investment Advisors
California
$1.3M -$73.1K -696 -5%
CPO
186
Cerity Partners OCIO
New York
$1.29M +$1.08M +10,273 +314%
HFS
187
HL Financial Services
Kentucky
$1.27M +$656K +6,246 +88%
PFA
188
Pathway Financial Advisors
Vermont
$1.24M -$16.8K -160 -1%
PA
189
PFG Advisors
Arizona
$1.23M -$17.8K -170 -1%
JFG
190
JMG Financial Group
Illinois
$1.22M -$46.9K -447 -3%
LHC
191
Little House Capital
Massachusetts
$1.2M +$1.32M +12,598 New
GBT
192
Grove Bank & Trust
Florida
$1.18M +$9.76K +93 +0.8%
Cerity Partners
193
Cerity Partners
New York
$1.17M +$927K +8,828 +253%
KCM
194
Kendall Capital Management
Maryland
$1.17M -$3.74M -35,621 -74%
CSM
195
CAMG Solamere Management
North Carolina
$1.16M +$635K +6,046 +100%
ECAM
196
East Coast Asset Management
Massachusetts
$1.14M -$84.1K -801 -6%
ST
197
Smithfield Trust
Pennsylvania
$1.14M -$246K -2,339 -16%
AA
198
Alesco Advisors
New York
$1.13M +$1.25M +11,896 New
OIA
199
Optimum Investment Advisors
Illinois
$1.12M -$179K -1,706 -13%
BFO
200
Biltmore Family Office
North Carolina
$1.12M -$178K -1,700 -13%