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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
251
Renaissance Technologies
New York
$779K +$361K +3,300 +89%
CHA
252
Carmichael Hill & Associates
Maryland
$771K +$14.8K +135 +2%
GIA
253
Gladstone Institutional Advisory
Florida
$766K -$46.1K -421 -6%
SWM
254
SeaCrest Wealth Management
New York
$754K +$8.32K +76 +1%
PPP
255
Private Portfolio Partners
New Jersey
$749K +$294K +2,681 +66%
BIM
256
Baldwin Investment Management
Pennsylvania
$743K
ESB
257
Essex Savings Bank
Connecticut
$742K +$111K +1,018 +18%
TFA
258
TPG Financial Advisors
Oregon
$739K -$82.5K -753 -10%
WWM
259
Windsor Wealth Management
Indiana
$730K +$11.1K +101 +2%
FIA
260
Foundations Investment Advisors
Arizona
$722K +$699K +6,384 New
PSG
261
Planning Solutions Group
Maryland
$684K -$18.2K -166 -3%
CCA
262
Checchi Capital Advisers
California
$677K +$3.5K +32 +0.5%
MA
263
Mutual Advisors
Nebraska
$673K +$142K +1,298 +27%
PWAC
264
Private Wealth Advisors (California)
California
$665K
ECG
265
Edge Capital Group
Georgia
$657K +$438 +4 +0.1%
CHAM
266
Clear Harbor Asset Management
Connecticut
$655K
JIC
267
Johnson Investment Counsel
Ohio
$655K
CWAG
268
Compton Wealth Advisory Group
Virginia
$645K +$17.3K +158 +3%
BEAM
269
Baker Ellis Asset Management
Washington
$637K -$34.5K -315 -5%
GVAG
270
Great Valley Advisor Group
Delaware
$631K -$388K -3,546 -38%
OLA
271
Oliver Luxxe Assets
New Jersey
$620K +$8.21K +75 +1%
BSW
272
Buckingham Strategic Wealth
Missouri
$614K +$324K +2,960 +116%
SI
273
Stephens Inc
Arkansas
$603K -$8.98K -82 -1%
RCA
274
Rex Capital Advisors
Rhode Island
$598K
PFA
275
Paradigm Financial Advisors
Missouri
$595K +$166K +1,519 +40%