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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAH
201
Kathryn A. Hall
$975K
FHA
202
Flagship Harbor Advisors
Massachusetts
$967K -$49.2K -457 -4%
COF
203
Capital One Financial
Virginia
$953K +$1.26M +11,728 New
WT
204
Whittier Trust
California
$942K -$129K -1,198 -9%
GBT
205
Grove Bank & Trust
Florida
$931K -$307K -2,848 -20%
Kovitz Investment Group Partners
206
Kovitz Investment Group Partners
Illinois
$906K -$2.51M -23,335 -68%
PFA
207
Pathway Financial Advisors
Vermont
$888K
ST
208
Smithfield Trust
Pennsylvania
$883K -$42.6K -396 -4%
CA
209
Cetera Advisors
Colorado
$880K -$62.4K -579 -5%
EVM
210
Eaton Vance Management
Massachusetts
$874K -$21.5K -200 -2%
BP
211
Ballentine Partners
Massachusetts
$871K
GC
212
Grimes & Company
Massachusetts
$869K +$4.31K +40 +0.4%
PFM
213
Phillips Financial Management
Indiana
$858K +$1.2M +11,164 New
BFO
214
Biltmore Family Office
North Carolina
$856K -$253K -2,352 -18%
PBF
215
Petix & Botte Financial
California
$836K -$54.9K -510 -5%
3F
216
360 Financial
Minnesota
$833K -$11K -102 -1%
PA
217
PFG Advisors
Arizona
$826K -$395K -3,671 -28%
RJT
218
Raymond James Trust
Florida
$825K +$804K +7,468 +278%
CSM
219
CAMG Solamere Management
North Carolina
$823K -$91.8K -852 -8%
PSF
220
Pacific Sun Financial
California
$821K +$83.5K +775 +8%
OWM
221
Opes Wealth Management
California
$821K +$183K +1,697 +20%
QCG
222
Quadrant Capital Group
Ohio
$809K -$43.8K -407 -4%
CANC
223
Culbertson A N & Co
Virginia
$807K +$25.7K +239 +2%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$804K -$888K -8,243 -45%
SF
225
Synovus Financial
Georgia
$801K +$874K +8,115 +452%