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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
251
Carmichael Hill & Associates
Maryland
$647K +$14.7K +140 +2%
SWM
252
SeaCrest Wealth Management
New York
$645K +$85.8K +817 +14%
CIAS
253
Capital Investment Advisory Services
North Carolina
$632K -$2.31K -22 -0.3%
BIM
254
Baldwin Investment Management
Pennsylvania
$631K
EVM
255
Eaton Vance Management
Massachusetts
$611K
WWM
256
Windsor Wealth Management
Indiana
$602K +$1.78K +17 +0.3%
OA
257
Opes Advisors
California
$595K -$196K -1,863 -23%
PSG
258
Planning Solutions Group
Maryland
$591K +$651K +6,201 New
CCA
259
Checchi Capital Advisers
California
$579K -$137K -1,305 -18%
VDFA
260
Vickerman & Driscoll Financial Advisors
Washington
$575K +$25.8K +246 +4%
Renaissance Technologies
261
Renaissance Technologies
New York
$562K +$346K +3,300 +127%
ECG
262
Edge Capital Group
Georgia
$562K +$619K +5,899 New
JIC
263
Johnson Investment Counsel
Ohio
$547K
CHAM
264
Clear Harbor Asset Management
Connecticut
$546K +$41.5K +395 +7%
TSW
265
Thompson Siegel & Walmsley
Virginia
$545K +$509K +4,845 +554%
WIA
266
World Investment Advisors
California
$545K +$536K +5,102 New
BCA
267
Bay Colony Advisors
Massachusetts
$540K -$686K -6,537 -54%
ESB
268
Essex Savings Bank
Connecticut
$537K +$592K +5,639 New
SS
269
Simplicity Solutions
Minnesota
$536K -$92.5K -881 -14%
CWAG
270
Compton Wealth Advisory Group
Virginia
$524K +$578K +5,504 New
MSWMA
271
Market Street Wealth Management Advisors
Indiana
$523K +$577K +5,493 New
KWM
272
Kingsview Wealth Management
Oregon
$522K -$19.3K -184 -3%
PWAC
273
Private Wealth Advisors (California)
California
$519K +$572K +5,447 New
RCA
274
Rex Capital Advisors
Rhode Island
$512K
SI
275
Stephens Inc
Arkansas
$508K -$859K -8,184 -61%