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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
226
North Star Investment Management
Illinois
$86K
SCM
227
Southport Capital Management
Tennessee
$83K +$82.2K +935 New
VIA
228
Vantage Investment Advisors
Pennsylvania
$80K -$3.87K -44 -5%
JGIA
229
Jackson Grant Investment Advisers
Connecticut
$77K +$352 +4 +0.5%
FPTW
230
Franklin, Parlapiano, Turner & Welch
Texas
$71K
HNB
231
Huntington National Bank
Ohio
$62K
MRCM
232
M&R Capital Management
New Jersey
$54K +$54.1K +615 New
PG
233
Patten Group
Tennessee
$47K +$4.22K +48 +10%
WRM
234
Westport Resources Management
Connecticut
$47K
SBL
235
Sargent Bickham Lagudis
Colorado
$45K +$44.2K +502 New
CHP
236
Cable Hill Partners
Oregon
$44K +$42.7K +485 New
EWM
237
Evercore Wealth Management
New York
$41K
IF
238
Ironwood Financial
Arizona
$33K
ADL
239
Asset Dedication LLC
California
$33K +$176 +2 +0.5%
BIG
240
Bellwether Investment Group
Tennessee
$33K +$33K +375 New
JP Morgan Chase
241
JP Morgan Chase
New York
$31K -$231K -2,622 -88%
LIA
242
LS Investment Advisors
Michigan
$29K
CCM
243
Cribstone Capital Management
Maine
$29K +$29.1K +331 New
ACM
244
Argentus Capital Management
Texas
$27K -$2.9K -33 -10%
WOC
245
West Oak Capital
California
$26.7K +$26.4K +300 New
IWMPD
246
Integrated Wealth Management (Palm Desert)
California
$25K
RWM
247
Raffa Wealth Management
District of Columbia
$21.2K +$176 +2 +0.8%
Legal & General Group
248
Legal & General Group
United Kingdom
$21K
HFA
249
High Falls Advisors
New York
$21K +$9.15K +104 +73%
S
250
SignatureFD
Georgia
$18K -$10.6K -120 -37%