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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSC
226
Duncker Streett & Co
Missouri
$107K +$370 +4 +0.3%
SFPM
227
Sensible Financial Planning & Management
Massachusetts
$105K
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$102K +$105K +1,140 New
NSIM
229
North Star Investment Management
Illinois
$94K +$4.16K +45 +5%
JGIA
230
Jackson Grant Investment Advisers
Connecticut
$82K +$463 +5 +0.6%
FPTW
231
Franklin, Parlapiano, Turner & Welch
Texas
$75K
MRCM
232
M&R Capital Management
New Jersey
$57K
IWMPD
233
Integrated Wealth Management (Palm Desert)
California
$57K +$30.1K +325 +114%
PG
234
Patten Group
Tennessee
$46.2K -$2.22K -24 -5%
EWM
235
Evercore Wealth Management
New York
$43K
CG
236
Cutler Group
California
$41K +$41.3K +446 New
CCM
237
Cribstone Capital Management
Maine
$37K +$6.48K +70 +21%
IF
238
Ironwood Financial
Arizona
$35K
ADL
239
Asset Dedication LLC
California
$34K +$185 +2 +0.5%
CHP
240
Cable Hill Partners
Oregon
$33K -$12.1K -131 -27%
LIA
241
LS Investment Advisors
Michigan
$30K
SEI Investments
242
SEI Investments
Pennsylvania
$28K +$27.9K +302 New
RWM
243
Raffa Wealth Management
District of Columbia
$22.4K +$93 +1 +0.4%
Legal & General Group
244
Legal & General Group
United Kingdom
$22K
OC
245
Oakworth Capital
Alabama
$22K +$22.2K +240 New
JFA
246
JNBA Financial Advisors
Minnesota
$20K -$5.76M -62,236 -100%
S
247
SignatureFD
Georgia
$20K +$833 +9 +4%
CB
248
Community Bank
New York
$19K
WOC
249
West Oak Capital
California
$18.7K -$9.25K -100 -33%
ClearBridge Investments
250
ClearBridge Investments
New York
$17K +$16.5K +178 New