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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
226
WhitTier Trust Company
Nevada
$89K +$88K +1,000 New
NSIM
227
North Star Investment Management
Illinois
$86K – – –
SCM
228
Southport Capital Management
Tennessee
$83K +$82.2K +935 New
VIA
229
Vantage Investment Advisors
Pennsylvania
$80K -$3.87K -44 -5%
JGIA
230
Jackson Grant Investment Advisers
Connecticut
$77K +$352 +4 +0.5%
FPTW
231
Franklin, Parlapiano, Turner & Welch
Texas
$71K – – –
HNB
232
Huntington National Bank
Ohio
$62K – – –
MRCM
233
M&R Capital Management
New Jersey
$54K +$54.1K +615 New
PG
234
Patten Group
Tennessee
$47K +$4.22K +48 +10%
WRM
235
Westport Resources Management
Connecticut
$47K – – –
SBL
236
Sargent Bickham Lagudis
Colorado
$45K +$44.2K +502 New
CHP
237
Cable Hill Partners
Oregon
$44K +$42.7K +485 New
EWM
238
Evercore Wealth Management
New York
$41K – – –
IF
239
Ironwood Financial
Arizona
$33K – – –
ADL
240
Asset Dedication LLC
California
$33K +$176 +2 +0.5%
BIG
241
Bellwether Investment Group
Tennessee
$33K +$33K +375 New
JP Morgan Chase
242
JP Morgan Chase
New York
$31K -$231K -2,622 -88%
LIA
243
LS Investment Advisors
Michigan
$29K – – –
CCM
244
Cribstone Capital Management
Maine
$29K +$29.1K +331 New
ACM
245
Argentus Capital Management
Texas
$27K -$2.9K -33 -10%
WOC
246
West Oak Capital
California
$26.7K +$26.4K +300 New
IWMPD
247
Integrated Wealth Management (Palm Desert)
California
$25K – – –
RWM
248
Raffa Wealth Management
District of Columbia
$21.2K +$176 +2 +0.8%
Legal & General Group
249
Legal & General Group
United Kingdom
$21K – – –
HFA
250
High Falls Advisors
New York
$21K +$9.15K +104 +73%