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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HB
176
Homrich & Berg
Georgia
$1.79M +$81.6K +777 +5%
LHC
177
Little House Capital
Massachusetts
$1.73M +$355K +3,381 +27%
BSB
178
Bangor Savings Bank
Maine
$1.71M -$33K -314 -2%
WT
179
Whittier Trust
California
$1.7M
NWM
180
Northwest Wealth Management
Iowa
$1.63M -$86.1K -820 -5%
Cerity Partners
181
Cerity Partners
New York
$1.63M +$289K +2,754 +22%
IWM
182
IHT Wealth Management
Illinois
$1.61M +$772K +7,353 +97%
CAN
183
Cetera Advisor Networks
California
$1.61M +$420K +4,004 +37%
TW
184
TrinityPoint Wealth
Connecticut
$1.6M -$42.5K -405 -3%
GBT
185
Grove Bank & Trust
Florida
$1.58M +$238K +2,267 +18%
PD
186
Planning Directions
Pennsylvania
$1.58M -$27.6K -263 -2%
CA
187
Cetera Advisors
Colorado
$1.49M -$22.9K -218 -2%
CPO
188
Cerity Partners OCIO
New York
$1.44M -$21.8K -208 -2%
FUBT
189
First United Bank & Trust
Maryland
$1.43M -$161K -1,533 -10%
HighTower Advisors
190
HighTower Advisors
Illinois
$1.43M +$213K +2,026 +18%
AIA
191
AIMZ Investment Advisors
California
$1.42M -$51.5K -490 -4%
JIC
192
JRM Investment Counsel
Nebraska
$1.41M -$287K -2,730 -17%
HFS
193
HL Financial Services
Kentucky
$1.41M -$28.8K -274 -2%
PFA
194
Pathway Financial Advisors
Vermont
$1.4M
PIMG
195
Patriot Investment Management Group
Tennessee
$1.39M +$1.36M +12,910 New
JFG
196
JMG Financial Group
Illinois
$1.38M
CS
197
Credit Suisse
Switzerland
$1.35M +$1.31M +12,486 New
AA
198
Alesco Advisors
New York
$1.3M +$19.2K +183 +2%
ECAM
199
East Coast Asset Management
Massachusetts
$1.29M
KAH
200
Kathryn A. Hall
$1.29M +$1.26M +12,000 New