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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$804K +$1.53K +14 +0.2%
BJL
252
Brighton Jones LLC
Washington
$800K +$4.27K +39 +0.5%
CAL
253
Capital Advisors Ltd
Ohio
$780K -$175K -1,601 -19%
Renaissance Technologies
254
Renaissance Technologies
New York
$779K +$361K +3,300 +89%
CHA
255
Carmichael Hill & Associates
Maryland
$771K +$14.8K +135 +2%
GIA
256
Gladstone Institutional Advisory
Florida
$766K -$46.1K -421 -6%
SWM
257
SeaCrest Wealth Management
New York
$754K +$8.32K +76 +1%
PPP
258
Private Portfolio Partners
New Jersey
$749K +$294K +2,681 +66%
BIM
259
Baldwin Investment Management
Pennsylvania
$743K – – –
ESB
260
Essex Savings Bank
Connecticut
$742K +$111K +1,018 +18%
TFA
261
TPG Financial Advisors
Oregon
$739K -$82.5K -753 -10%
WWM
262
Windsor Wealth Management
Indiana
$730K +$11.1K +101 +2%
FIA
263
Foundations Investment Advisors
Arizona
$722K +$699K +6,384 New
PSG
264
Planning Solutions Group
Maryland
$684K -$18.2K -166 -3%
CCA
265
Checchi Capital Advisers
California
$677K +$3.5K +32 +0.5%
MA
266
Mutual Advisors
Nebraska
$673K +$142K +1,298 +27%
PWAC
267
Private Wealth Advisors (California)
California
$665K – – –
ECG
268
Edge Capital Group
Georgia
$657K +$438 +4 +0.1%
CHAM
269
Clear Harbor Asset Management
Connecticut
$655K – – –
JIC
270
Johnson Investment Counsel
Ohio
$655K – – –
CWAG
271
Compton Wealth Advisory Group
Virginia
$645K +$17.3K +158 +3%
BEAM
272
Baker Ellis Asset Management
Washington
$637K -$34.5K -315 -5%
GVAG
273
Great Valley Advisor Group
Delaware
$631K -$388K -3,546 -38%
OLA
274
Oliver Luxxe Assets
New Jersey
$620K +$8.21K +75 +1%
BSW
275
Buckingham Strategic Wealth
Missouri
$614K +$324K +2,960 +116%