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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
251
Baker Ellis Asset Management
Washington
$668K +$31.5K +300 +4%
WTC
252
WhitTier Trust Company
Nevada
$655K -$121K -1,153 -14%
CHA
253
Carmichael Hill & Associates
Maryland
$647K +$14.7K +140 +2%
SWM
254
SeaCrest Wealth Management
New York
$645K +$85.8K +817 +14%
CIAS
255
Capital Investment Advisory Services
North Carolina
$632K -$2.31K -22 -0.3%
BIM
256
Baldwin Investment Management
Pennsylvania
$631K – – –
EVM
257
Eaton Vance Management
Massachusetts
$611K – – –
WWM
258
Windsor Wealth Management
Indiana
$602K +$1.78K +17 +0.3%
OA
259
Opes Advisors
California
$595K -$196K -1,863 -23%
PSG
260
Planning Solutions Group
Maryland
$591K +$651K +6,201 New
CCA
261
Checchi Capital Advisers
California
$579K -$137K -1,305 -18%
VDFA
262
Vickerman & Driscoll Financial Advisors
Washington
$575K +$25.8K +246 +4%
Renaissance Technologies
263
Renaissance Technologies
New York
$562K +$346K +3,300 +127%
ECG
264
Edge Capital Group
Georgia
$562K +$619K +5,899 New
JIC
265
Johnson Investment Counsel
Ohio
$547K – – –
CHAM
266
Clear Harbor Asset Management
Connecticut
$546K +$41.5K +395 +7%
TSW
267
Thompson Siegel & Walmsley
Virginia
$545K +$509K +4,845 +554%
WIA
268
World Investment Advisors
California
$545K +$536K +5,102 New
BCA
269
Bay Colony Advisors
Massachusetts
$540K -$686K -6,537 -54%
ESB
270
Essex Savings Bank
Connecticut
$537K +$592K +5,639 New
SS
271
Simplicity Solutions
Minnesota
$536K -$92.5K -881 -14%
CWAG
272
Compton Wealth Advisory Group
Virginia
$524K +$578K +5,504 New
MSWMA
273
Market Street Wealth Management Advisors
Indiana
$523K +$577K +5,493 New
KWM
274
Kingsview Wealth Management
Oregon
$522K -$19.3K -184 -3%
PWAC
275
Private Wealth Advisors (California)
California
$519K +$572K +5,447 New