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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
276
Perigon Wealth Management
California
$1.79M +$145K +1,070 +8%
LL
277
LPWM LLC
Minnesota
$1.79M +$443K +3,274 +29%
HCP
278
Hexagon Capital Partners
Arkansas
$1.78M -$37.5K -277 -2%
WAP
279
Wealthcare Advisory Partners
Pennsylvania
$1.78M +$1.03M +7,624 +109%
BAM
280
Beaumont Asset Management
Texas
$1.78M +$1.98M +14,624 New
GVAG
281
Great Valley Advisor Group
Delaware
$1.76M -$39.9K -295 -2%
Brown Advisory
282
Brown Advisory
Maryland
$1.75M +$958K +7,075 +97%
HI
283
Harbour Investments
Wisconsin
$1.74M
GT
284
Glenview Trust
Kentucky
$1.72M -$470K -3,469 -20%
Renaissance Technologies
285
Renaissance Technologies
New York
$1.72M +$1.67M +12,300 +683%
ASN
286
Advisory Services Network
Georgia
$1.7M +$445K +3,285 +31%
RPSA
287
Richard P. Slaughter Associates
Texas
$1.69M +$363K +2,683 +24%
EWM
288
Empirical Wealth Management
Washington
$1.68M -$111K -822 -6%
SCA
289
STALEY CAPITAL ADVISERS
Pennsylvania
$1.68M
AIA
290
AIMZ Investment Advisors
California
$1.67M +$1.9K +14 +0.1%
IA
291
IFP Advisors
Florida
$1.66M +$10.2K +75 +0.3%
IWA
292
IVC Wealth Advisors
Pennsylvania
$1.66M +$159K +1,177 +9%
RRC
293
Relaxing Retirement Coach
Massachusetts
$1.65M +$1.62K +12 +0.1%
MFG
294
MTM Financial Group
Pennsylvania
$1.65M -$6.09K -45 -0.3%
D
295
Dentgroup
Louisiana
$1.65M +$7.31K +54 +0.4%
CFAM
296
Center For Asset Management
Florida
$1.64M +$56.6K +418 +3%
PFS
297
Prospera Financial Services
Texas
$1.64M +$377K +2,786 +26%
WDL
298
Well Done LLC
Michigan
$1.61M -$427K -3,155 -19%
PFM
299
Phillips Financial Management
Indiana
$1.61M
BCIM
300
Bishop & Co Investment Management
Pennsylvania
$1.6M -$5.55K -41 -0.3%