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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
276
Advisory Services Network
Georgia
$213K +$57.3K +560 +37%
AA
277
Ancora Advisors
Ohio
$207K – – –
GJIC
278
Gamble Jones Investment Counsel
California
$206K – – –
HIS
279
Horizon Investment Services
Indiana
$203K +$202K +1,973 New
TFCP
280
Twin Focus Capital Partners
Massachusetts
$202K +$201K +1,962 New
MWM
281
Meridian Wealth Management
Kentucky
$200K +$199K +1,947 New
BlackRock
282
BlackRock
New York
$195K +$6.14K +60 +3%
WPA
283
West Paces Advisors
Georgia
$154K – – –
BWA
284
BDO Wealth Advisors
Florida
$146K +$145K +1,422 New
Thrivent Financial for Lutherans
285
Thrivent Financial for Lutherans
Minnesota
$138K -$138K -1,348 -50%
PG
286
Patten Group
Tennessee
$121K +$63.8K +624 +118%
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$119K -$10.4K -102 -8%
DSC
288
Duncker Streett & Co
Missouri
$110K -$8.39K -82 -7%
FT
289
Fiduciary Trust
Massachusetts
$109K +$108K +1,060 New
BIMC
290
Benson Investment Management Company
Virginia
$107K – – –
IFA
291
Interactive Financial Advisors
Illinois
$106K -$22.1K -216 -17%
NSIM
292
North Star Investment Management
Illinois
$103K – – –
JGIA
293
Jackson Grant Investment Advisers
Connecticut
$91K +$818 +8 +0.9%
TSW
294
Thompson Siegel & Walmsley
Virginia
$88K +$87.3K +854 New
BTIS
295
BB&T Investment Services
North Carolina
$85K -$9.1K -89 -10%
PA
296
Parallel Advisors
California
$84K +$3.27K +32 +4%
SPIA
297
Steward Partners Investment Advisory
New York
$76K +$5.32K +52 +7%
SIAS
298
Shine Investment Advisory Services
Colorado
$73K +$72.3K +707 New
OIA
299
OneDigital Investment Advisors
Kansas
$70K +$69.1K +676 New
NA
300
NewEdge Advisors
Louisiana
$69.2K +$68.6K +671 New