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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
251
Community Bank
New York
$18K
AC
252
Alexandria Capital
Virginia
$15K -$529K -6,016 -97%
WI
253
Wintrust Investments
Illinois
$15K +$312K +3,542 New
KKAMG
254
Kernodle & Katon Asset Management Group
Arkansas
$13K
TWA
255
TCI Wealth Advisors
Arizona
$13K
BC
256
Barnett & Company
Tennessee
$9K
WAS
257
Winch Advisory Services
Wisconsin
$8K +$7.74K +88 New
RCA
258
Rowland Carmichael Advisors
Arizona
$7K
CTB
259
Country Trust Bank
Illinois
$6K
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$6K +$2.2K +25 +63%
RFA
261
Reilly Financial Advisors
California
$5K
AF
262
Allworth Financial
California
$4K -$1.5M -17,003 -100%
BWA
263
Burt Wealth Advisors
Maryland
$4K
First Manhattan
264
First Manhattan
New York
$4K
VNA
265
Valley National Advisers
Pennsylvania
$3K +$2.81K +32 New
WP
266
WealthPLAN Partners
Nebraska
$2.5K +$8.18K +93 New
FHC
267
First Heartland Consultants
Missouri
$2.07K +$252K +2,863 +14%
PFBT
268
Parkside Financial Bank & Trust
Missouri
$2K -$21.4K -243 -90%
KTC
269
Kistler-Tiffany Companies
Pennsylvania
$2K +$2.38K +27 New
TAT
270
TD Ameritrade Trust
Colorado
-$9.03M -103,656 Closed
AIG
271
American International Group
New York
-$2.7M -30,959 Closed
DC
272
Deere & Company
Illinois
-$1.56M -17,900 Closed
Jane Street
273
Jane Street
New York
-$1.28M -14,678 Closed
MGIA
274
Moneta Group Investment Advisors
Missouri
-$284K -3,260 Closed
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
-$230K -2,639 Closed