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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATC
201
Argent Trust Co
Tennessee
$1.23M -$23K -227 -2%
IWM
202
IHT Wealth Management
Illinois
$1.22M -$97.8K -965 -7%
WTFG
203
Wells Trecaso Financial Group
Ohio
$1.2M +$226K +2,232 +23%
PFA
204
Pathway Financial Advisors
Vermont
$1.19M
WA
205
Wealth Alliance
New York
$1.19M +$8.31K +82 +0.7%
HA
206
Harborview Advisors
Maine
$1.18M -$26.7K -264 -2%
TCBWMS
207
Texas Capital Bank Wealth Management Services
Texas
$1.17M -$524K -5,176 -31%
WP
208
WealthShield Partners
North Carolina
$1.16M
AIA
209
AIMZ Investment Advisors
California
$1.12M -$138K -1,361 -11%
BP
210
BBR Partners
New York
$1.11M +$7.5K +74 +0.7%
GBT
211
Grove Bank & Trust
Florida
$1.1M -$45.8K -452 -4%
SI
212
Stephens Inc
Arkansas
$1.09M +$158K +1,557 +17%
CSM
213
CAMG Solamere Management
North Carolina
$1.09M +$39.2K +387 +4%
BP
214
Ballentine Partners
Massachusetts
$1.09M
Comerica Bank
215
Comerica Bank
Texas
$1.08M +$723K +7,141 +245%
GC
216
Grimes & Company
Massachusetts
$1.08M -$13.1K -129 -1%
LL
217
LPWM LLC
Minnesota
$1.08M -$9.52K -94 -0.9%
BMCM
218
Bryn Mawr Capital Management
Pennsylvania
$1.06M +$823K +8,126 +354%
SFG
219
StrategIQ Financial Group
Indiana
$1.05M -$18.5K -183 -2%
VWM
220
Valley Wealth Managers
New Jersey
$1.02M +$146K +1,437 +17%
Citigroup
221
Citigroup
New York
$1.02M -$201K -1,984 -16%
PSF
222
Pacific Sun Financial
California
$1.01M -$8.1K -80 -0.8%
NFC
223
Northeast Financial Consultants
Connecticut
$1.01M -$228K -2,247 -18%
CA
224
Cetera Advisors
Colorado
$1.01M -$94.5K -933 -9%
EVM
225
Eaton Vance Management
Massachusetts
$1M +$2.53K +25 +0.3%