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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
301
Rowland Carmichael Advisors
Arizona
$8K – – –
RFA
302
Reilly Financial Advisors
California
$8K +$2.18K +23 +38%
CTB
303
Country Trust Bank
Illinois
$7K – – –
AAP
304
Arax Advisory Partners
Colorado
$7K +$7.11K +75 New
FCB
305
First Command Bank
Texas
$7K +$7.11K +75 New
FCFS
306
First Command Financial Services
Texas
$7K +$7.11K +75 New
FAN
307
Financial Advisors Network
California
$4.85K +$4.65K +49 New
AF
308
Allworth Financial
California
$4K – – –
BWA
309
Burt Wealth Advisors
Maryland
$4K – – –
TCM
310
TD Capital Management
Tennessee
$4K +$3.98K +42 New
SEI Investments
311
SEI Investments
Pennsylvania
$3K -$25.9K -273 -90%
KTC
312
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
VNA
313
Valley National Advisers
Pennsylvania
$3K – – –
KIG
314
Kessler Investment Group
Indiana
$2K – – –
BRWA
315
B. Riley Wealth Advisors
Florida
– -$670K -7,155 Closed
BJL
316
Brighton Jones LLC
Washington
– -$648K -6,927 Closed
WI
317
WBI Investments
New Jersey
– -$312K -3,339 Closed
SCA
318
Salient Capital Advisors
Texas
– -$243K -2,594 Closed
ZIM
319
Zacks Investment Management
Illinois
– -$237K -2,536 Closed
MCM
320
Maryland Capital Management
Maryland
– -$202K -2,160 Closed
ACM
321
Argentus Capital Management
Texas
– -$143K -1,523 Closed
SFPM
322
Sensible Financial Planning & Management
Massachusetts
– -$105K -1,120 Closed
IWMPD
323
Integrated Wealth Management (Palm Desert)
California
– -$57K -611 Closed
S
324
SignatureFD
Georgia
– -$20K -214 Closed
WOC
325
West Oak Capital
California
– -$18.7K -200 Closed