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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
251
BNP Paribas Financial Markets
France
$1.51M -$835K -6,524 -37%
WA
252
Wealth Alliance
New York
$1.5M -$126K -985 -8%
SFG
253
StrategIQ Financial Group
Indiana
$1.5M -$9.22K -72 -0.6%
AIC
254
Ameritas Investment Company
Nebraska
$1.5M +$136K +1,064 +11%
CA
255
Cetera Advisors
Colorado
$1.5M -$10.2K -80 -0.7%
PBF
256
Petix & Botte Financial
California
$1.5M +$112K +876 +9%
WTFG
257
Wells Trecaso Financial Group
Ohio
$1.48M
IA
258
Insight Advisors
Pennsylvania
$1.47M -$58.8K -459 -4%
LL
259
LPWM LLC
Minnesota
$1.47M +$22.8K +178 +2%
GC
260
Grimes & Company
Massachusetts
$1.47M +$21K +164 +2%
HA
261
Harborview Advisors
Maine
$1.46M +$12.3K +96 +0.9%
TCBWMS
262
Texas Capital Bank Wealth Management Services
Texas
$1.46M -$51.5K -402 -4%
Legacy Financial Group (Iowa)
263
Legacy Financial Group (Iowa)
Iowa
$1.46M -$385K -3,010 -22%
CHAM
264
Clear Harbor Asset Management
Connecticut
$1.46M +$200K +1,563 +17%
BP
265
Ballentine Partners
Massachusetts
$1.45M
GBT
266
Grove Bank & Trust
Florida
$1.43M +$34.4K +269 +3%
IAA
267
Ironsides Asset Advisors
North Carolina
$1.43M +$1.36M +10,611 New
LWP
268
Legacy Wealth Planning
Nevada
$1.42M +$77K +601 +6%
CS
269
Capital Square
Tennessee
$1.39M +$102K +795 +9%
EVM
270
Eaton Vance Management
Massachusetts
$1.38M +$41.6K +325 +3%
WT
271
Whittier Trust
California
$1.37M +$363K +2,834 +39%
BAIA
272
Bel Air Investment Advisors
California
$1.36M +$1.29M +10,075 New
BSW
273
Buckingham Strategic Wealth
Missouri
$1.35M +$561K +4,378 +78%
NFG
274
Nadler Financial Group
Illinois
$1.35M +$282K +2,205 +28%
NFC
275
Northeast Financial Consultants
Connecticut
$1.34M -$4.48K -35 -0.4%