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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LHC
226
Little House Capital
Massachusetts
$1.31M -$533K -4,624 -30%
CSM
227
CAMG Solamere Management
North Carolina
$1.31M -$25.9K -225 -2%
EVM
228
Eaton Vance Management
Massachusetts
$1.31M +$97.9K +850 +8%
AIA
229
Angeles Investment Advisors
California
$1.3M
PBF
230
Petix & Botte Financial
California
$1.29M +$1.24M +10,794 New
BP
231
Ballentine Partners
Massachusetts
$1.28M
GC
232
Grimes & Company
Massachusetts
$1.27M +$7.37K +64 +0.6%
MWM
233
Merriman Wealth Management
Washington
$1.25M +$1.21M +10,466 New
3F
234
360 Financial
Minnesota
$1.25M +$1.19M +10,348 New
QCG
235
Quadrant Capital Group
Ohio
$1.23M
TIA
236
Tiemann Investment Advisors
California
$1.19M +$461 +4 +0%
BSW
237
Buckingham Strategic Wealth
Missouri
$1.17M +$300K +2,602 +36%
MA
238
MONECO Advisors
Connecticut
$1.16M +$182K +1,582 +20%
CANC
239
Culbertson A N & Co
Virginia
$1.16M -$21.9K -190 -2%
CWM
240
Cornerstone Wealth Management
Missouri
$1.14M +$75.6K +656 +7%
KWMG
241
King Wealth Management Group
Florida
$1.14M +$2.77K +24 +0.3%
OIA
242
Optimum Investment Advisors
Illinois
$1.14M -$37.4K -325 -3%
LWP
243
Legacy Wealth Planning
Nevada
$1.14M +$1.1M +9,519 New
SPIA
244
Steward Partners Investment Advisory
New York
$1.13M +$93K +807 +9%
Renaissance Technologies
245
Renaissance Technologies
New York
$1.12M +$553K +4,800 +104%
SQA
246
Simon Quick Advisors
New Jersey
$1.12M +$270K +2,345 +33%
TNBTD
247
Trustmark National Bank Trust Department
Mississippi
$1.12M -$79.5K -690 -7%
PSF
248
Pacific Sun Financial
California
$1.11M +$5.76K +50 +0.5%
Brown Advisory
249
Brown Advisory
Maryland
$1.09M +$479K +4,154 +84%
AA
250
ALPS Advisors
Colorado
$1.08M -$29.4K -255 -3%