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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EVM
226
Eaton Vance Management
Massachusetts
$725K
WWM
227
Windsor Wealth Management
Indiana
$713K -$3.98K -35 -0.6%
NL
228
NWAM LLC
Washington
$701K -$23.5K -207 -3%
CSM
229
CAMG Solamere Management
North Carolina
$689K -$21K -185 -3%
SWM
230
SeaCrest Wealth Management
New York
$673K +$53.2K +468 +9%
CAC
231
Certified Advisory Corp
Florida
$658K +$44K +387 +7%
VDFA
232
Vickerman & Driscoll Financial Advisors
Washington
$655K +$7.27K +64 +1%
JIC
233
Johnson Investment Counsel
Ohio
$650K +$13.4K +118 +2%
KWM
234
Kingsview Wealth Management
Oregon
$641K +$21.1K +186 +3%
PFPT
235
Pinnacle Financial Partners (Tennessee)
Tennessee
$640K -$953K -8,391 -60%
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$633K
AWS
237
AJ Wealth Strategies
New York
$612K -$9.89K -87 -2%
SAM
238
SignalPoint Asset Management
Missouri
$611K +$132K +1,166 +27%
RCA
239
Rex Capital Advisors
Rhode Island
$608K +$611K +5,373 New
SCM
240
Southport Capital Management
Tennessee
$585K +$6.82K +60 +1%
CT
241
CPF Texas
Texas
$578K +$248K +2,186 +75%
WPP
242
Whalerock Point Partners
Rhode Island
$571K +$75.2K +662 +15%
CHAM
243
Clear Harbor Asset Management
Connecticut
$556K +$125K +1,096 +26%
SQA
244
Simon Quick Advisors
New Jersey
$551K
WTFG
245
Wells Trecaso Financial Group
Ohio
$531K
MA
246
Mutual Advisors
Nebraska
$531K +$40.3K +355 +8%
TNBTD
247
Trustmark National Bank Trust Department
Mississippi
$503K -$36.4K -320 -7%
JFA
248
JNBA Financial Advisors
Minnesota
$490K -$5.66M -49,819 -92%
AOWM
249
Alpha Omega Wealth Management
Virginia
$490K +$288K +2,531 +140%
ASN
250
Advisory Services Network
Georgia
$480K +$74.2K +653 +18%