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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
251
J.W. Cole Advisors
Florida
$785K +$784K +7,742 New
SQA
252
Simon Quick Advisors
New Jersey
$781K -$97.3K -961 -11%
CS
253
Capital Square
Tennessee
$779K +$246K +2,428 +46%
FNBOMD
254
First National Bank of Mount Dora
Florida
$778K
WTC
255
WhitTier Trust Company
Nevada
$778K
CWM
256
Cornerstone Wealth Management
Missouri
$778K +$50.2K +496 +7%
REMPR
257
Roof Eidam Maycock Peralta (REMP)
California
$776K
BPA
258
Beacon Pointe Advisors
California
$775K -$24.1K -238 -3%
AIM
259
Acropolis Investment Management
Missouri
$775K +$1.82K +18 +0.2%
WCM
260
Windham Capital Management
Massachusetts
$760K
WT
261
Whittier Trust
California
$750K -$19.7K -194 -3%
Rockefeller Capital Management
262
Rockefeller Capital Management
New York
$749K +$24.6K +243 +3%
AAS
263
Avantax Advisory Services
Texas
$738K +$243K +2,395 +49%
SIA
264
Strategic Investment Advisors
Michigan
$722K +$89.3K +882 +14%
FANJ
265
Financial Architects (New Jersey)
New Jersey
$715K -$114K -1,129 -14%
CAL
266
Capital Advisors Ltd
Ohio
$710K +$3.75K +37 +0.5%
NB
267
Northwest Bancshares
Pennsylvania
$709K -$39.7K -392 -5%
BIM
268
Baldwin Investment Management
Pennsylvania
$701K +$20.3K +200 +3%
NWM
269
Northwest Wealth Management
Iowa
$697K -$16.6K -164 -2%
WI
270
WrapManager Inc
California
$694K +$41.3K +408 +6%
AIFAIM
271
American Institute for Advanced Investment Management
Arizona
$688K +$7.6K +75 +1%
SWA
272
Stratos Wealth Advisors
Ohio
$685K +$370K +3,657 +118%
V
273
Veritable
Delaware
$676K +$28.5K +281 +4%
HCIA
274
Hochman Cole Investment Advisors
Illinois
$669K +$4.15K +41 +0.6%
RIM
275
Rockbridge Investment Management
New York
$652K