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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
276
Portfolio Solutions
Michigan
$875K +$846K +7,340 New
SI
277
Stephens Inc
Arkansas
$870K +$153K +1,331 +22%
Susquehanna International Group
278
Susquehanna International Group
Pennsylvania
$863K -$321K -2,784 -28%
BJL
279
Brighton Jones LLC
Washington
$857K -$3.92K -34 -0.5%
CHAM
280
Clear Harbor Asset Management
Connecticut
$850K +$86.4K +750 +12%
PWAC
281
Private Wealth Advisors (California)
California
$846K +$109K +942 +15%
IA
282
IFP Advisors
Florida
$842K +$2.54K +22 +0.3%
WFPG
283
Waller Financial Planning Group
Ohio
$835K -$2.88K -25 -0.4%
CAL
284
Capital Advisors Ltd
Ohio
$835K
SWM
285
SeaCrest Wealth Management
New York
$832K +$19.5K +169 +2%
VCP
286
Verus Capital Partners
Arizona
$815K +$788K +6,837 New
JIC
287
Johnson Investment Counsel
Ohio
$806K +$95.3K +827 +14%
BIM
288
Baldwin Investment Management
Pennsylvania
$797K +$2.3K +20 +0.3%
HCIA
289
Hochman Cole Investment Advisors
Illinois
$793K -$49.3K -428 -6%
CHA
290
Carmichael Hill & Associates
Maryland
$792K -$22.7K -197 -3%
FA
291
FDx Advisors
Illinois
$791K -$28.3K -246 -4%
JPLA
292
Joseph P. Lucia & Associates
New York
$783K -$27.4K -238 -3%
9WM
293
9258 Wealth Management
Ohio
$783K +$757K +6,571 New
HI
294
Human Investing
Oregon
$776K +$750K +6,512 New
DCM
295
Donaldson Capital Management
Indiana
$773K -$257K -2,228 -26%
WWM
296
Windsor Wealth Management
Indiana
$771K +$1.61K +14 +0.2%
TFA
297
TPG Financial Advisors
Oregon
$764K -$7.49K -65 -1%
CAPTRUST Financial Advisors
298
CAPTRUST Financial Advisors
North Carolina
$756K -$83.8K -727 -10%
JWCA
299
J.W. Cole Advisors
Florida
$738K +$713K +6,189 New
ESB
300
Essex Savings Bank
Connecticut
$730K -$461 -4 -0.1%