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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFP Advisors
Florida
$797K +$785K +7,067 New
SQA
252
Simon Quick Advisors
New Jersey
$795K +$512K +4,606 +189%
CAL
253
Capital Advisors Ltd
Ohio
$792K
FA
254
FDx Advisors
Illinois
$778K -$88.1K -793 -10%
CHA
255
Carmichael Hill & Associates
Maryland
$773K -$10K -90 -1%
SWM
256
SeaCrest Wealth Management
New York
$770K +$4.89K +44 +0.6%
JPLA
257
Joseph P. Lucia & Associates
New York
$769K -$59.2K -533 -7%
BIM
258
Baldwin Investment Management
Pennsylvania
$754K
Rockefeller Capital Management
259
Rockefeller Capital Management
New York
$751K +$738K +6,643 New
MA
260
Mutual Advisors
Nebraska
$743K +$58.9K +530 +9%
TFA
261
TPG Financial Advisors
Oregon
$732K -$7.33K -66 -1%
GIA
262
Gladstone Institutional Advisory
Florida
$727K -$49.7K -447 -6%
CHAM
263
Clear Harbor Asset Management
Connecticut
$721K +$55.5K +500 +9%
WWM
264
Windsor Wealth Management
Indiana
$705K -$6.78K -61 -0.9%
PWAC
265
Private Wealth Advisors (California)
California
$696K -$1.22K -11 -0.2%
ESB
266
Essex Savings Bank
Connecticut
$692K -$59.9K -539 -8%
CWAG
267
Compton Wealth Advisory Group
Virginia
$687K +$32.2K +290 +5%
SI
268
Stephens Inc
Arkansas
$674K +$61.1K +550 +10%
JIC
269
Johnson Investment Counsel
Ohio
$671K +$5K +45 +0.8%
ECG
270
Edge Capital Group
Georgia
$667K
OLA
271
Oliver Luxxe Assets
New Jersey
$630K +$25.5K +230 +4%
MFG
272
MidWestOne Financial Group
Iowa
$626K -$222K -2,001 -27%
RCA
273
Rex Capital Advisors
Rhode Island
$607K
MWP
274
MYCIO Wealth Partners
Pennsylvania
$598K +$1.33K +12 +0.2%
PFA
275
Paradigm Financial Advisors
Missouri
$594K -$9.33K -84 -2%