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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCIA
251
Hochman Cole Investment Advisors
Illinois
$800K -$124K -1,119 -14%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$799K -$12.3K -111 -2%
IA
253
IFP Advisors
Florida
$797K +$785K +7,067 New
SQA
254
Simon Quick Advisors
New Jersey
$795K +$512K +4,606 +189%
CAL
255
Capital Advisors Ltd
Ohio
$792K – – –
FA
256
FDx Advisors
Illinois
$778K -$88.1K -793 -10%
CHA
257
Carmichael Hill & Associates
Maryland
$773K -$10K -90 -1%
SWM
258
SeaCrest Wealth Management
New York
$770K +$4.89K +44 +0.6%
JPLA
259
Joseph P. Lucia & Associates
New York
$769K -$59.2K -533 -7%
BIM
260
Baldwin Investment Management
Pennsylvania
$754K – – –
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$751K +$738K +6,643 New
MA
262
Mutual Advisors
Nebraska
$743K +$58.9K +530 +9%
TFA
263
TPG Financial Advisors
Oregon
$732K -$7.33K -66 -1%
GIA
264
Gladstone Institutional Advisory
Florida
$727K -$49.7K -447 -6%
CHAM
265
Clear Harbor Asset Management
Connecticut
$721K +$55.5K +500 +9%
WWM
266
Windsor Wealth Management
Indiana
$705K -$6.78K -61 -0.9%
PWAC
267
Private Wealth Advisors (California)
California
$696K -$1.22K -11 -0.2%
ESB
268
Essex Savings Bank
Connecticut
$692K -$59.9K -539 -8%
CWAG
269
Compton Wealth Advisory Group
Virginia
$687K +$32.2K +290 +5%
SI
270
Stephens Inc
Arkansas
$674K +$61.1K +550 +10%
JIC
271
Johnson Investment Counsel
Ohio
$671K +$5K +45 +0.8%
ECG
272
Edge Capital Group
Georgia
$667K – – –
OLA
273
Oliver Luxxe Assets
New Jersey
$630K +$25.5K +230 +4%
MFG
274
MidWestOne Financial Group
Iowa
$626K -$222K -2,001 -27%
RCA
275
Rex Capital Advisors
Rhode Island
$607K – – –