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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPTW
226
Franklin, Parlapiano, Turner & Welch
Texas
$70K
HNB
227
Huntington National Bank
Ohio
$64K
WRM
228
Westport Resources Management
Connecticut
$46K +$8.56K +105 +25%
WA
229
WFG Advisors
Texas
$42K +$4.24K +52 +12%
PG
230
Patten Group
Tennessee
$41.8K
EWM
231
Evercore Wealth Management
New York
$40K
MFT
232
Moisand Fitzgerald Tamayo
Florida
$32K
ADL
233
Asset Dedication LLC
California
$32K +$82 +1 +0.3%
IF
234
Ironwood Financial
Arizona
$32K +$30.1K +369 New
ACM
235
Argentus Capital Management
Texas
$29K -$571 -7 -2%
LIA
236
LS Investment Advisors
Michigan
$28K
S
237
SignatureFD
Georgia
$28K +$9.46K +116 +56%
IWMPD
238
Integrated Wealth Management (Palm Desert)
California
$25K
PFBT
239
Parkside Financial Bank & Trust
Missouri
$24K +$82 +1 +0.4%
Legal & General Group
240
Legal & General Group
United Kingdom
$21K
RWM
241
Raffa Wealth Management
District of Columbia
$20.6K
CB
242
Community Bank
New York
$17K
TF
243
Tompkins Financial
New York
$15K +$14.3K +175 New
KKAMG
244
Kernodle & Katon Asset Management Group
Arkansas
$13K
TWA
245
TCI Wealth Advisors
Arizona
$13K +$12.2K +149 New
HFA
246
High Falls Advisors
New York
$12K -$8.48K -104 -42%
BCI
247
Brinker Capital Investments
Pennsylvania
$10K -$2.45K -30 -21%
TRCT
248
Tower Research Capital (TRC)
New York
$9K -$245 -3 -3%
BC
249
Barnett & Company
Tennessee
$9K +$8.15K +100 New
RCA
250
Rowland Carmichael Advisors
Arizona
$7K +$6.85K +84 New