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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
226
Windsor Wealth Management
Indiana
$700K -$17.6K -159 -2%
WTC
227
WhitTier Trust Company
Nevada
$693K -$11.1K -100 -2%
CSM
228
CAMG Solamere Management
North Carolina
$687K +$4.54K +41 +0.7%
FCH
229
Freestone Capital Holdings
Washington
$679K +$680K +6,144 New
VDFA
230
Vickerman & Driscoll Financial Advisors
Washington
$632K -$130K -1,171 -17%
JIC
231
Johnson Investment Counsel
Ohio
$622K -$2.66K -24 -0.4%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$615K +$26.9K +243 +5%
AWS
233
AJ Wealth Strategies
New York
$608K -$87.6K -791 -13%
KWM
234
Kingsview Wealth Management
Oregon
$605K -$37.2K -336 -6%
SWM
235
SeaCrest Wealth Management
New York
$605K +$17.5K +158 +3%
CAC
236
Certified Advisory Corp
Florida
$600K +$91.1K +823 +18%
WT
237
Washington Trust
Rhode Island
$576K +$578K +5,218 New
SCM
238
Southport Capital Management
Tennessee
$565K +$192K +1,734 +51%
WAG
239
Winthrop Advisory Group
Massachusetts
$549K -$12.7K -115 -2%
SQA
240
Simon Quick Advisors
New Jersey
$538K +$2.44K +22 +0.5%
SCG
241
Sonata Capital Group
Washington
$530K
Brown Advisory
242
Brown Advisory
Maryland
$529K +$133K +1,200 +33%
TNBTD
243
Trustmark National Bank Trust Department
Mississippi
$526K -$554 -5 -0.1%
SS
244
Simplicity Solutions
Minnesota
$520K +$520K +4,700 New
WTFG
245
Wells Trecaso Financial Group
Ohio
$519K
WPP
246
Whalerock Point Partners
Rhode Island
$485K -$57.6K -520 -11%
MA
247
Mutual Advisors
Nebraska
$480K +$16.2K +146 +3%
KA
248
Kovack Advisors
Florida
$469K -$12K -108 -2%
SAM
249
SignalPoint Asset Management
Missouri
$469K -$3.21K -29 -0.7%
CHAM
250
Clear Harbor Asset Management
Connecticut
$468K +$10.5K +95 +2%