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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
301
M&R Capital Management
New Jersey
$63K
FMTCOCP
302
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$48.9K
EWM
303
Evercore Wealth Management
New York
$47K
GI
304
Gradient Investments
Minnesota
$44K -$1.74K -17 -4%
HDIM
305
Hanson & Doremus Investment Management
Vermont
$42K
IF
306
Ironwood Financial
Arizona
$38K
CFN
307
Cordasco Financial Network
Florida
$37K
LIA
308
LS Investment Advisors
Michigan
$33K
GI
309
GS Investments
Minnesota
$31.4K +$103K +1,012 New
CCM
310
Cribstone Capital Management
Maine
$31K -$3.27K -32 -10%
GWS
311
Glassman Wealth Services
Virginia
$31K +$30.7K +300 New
BWM
312
Baystate Wealth Management
Massachusetts
$30K +$205 +2 +0.7%
SEI Investments
313
SEI Investments
Pennsylvania
$28K -$6.03K -59 -18%
AC
314
Alexandria Capital
Virginia
$28K +$10.4K +102 +60%
HR
315
Howe & Rusling
New York
$26K +$25.4K +248 New
Legal & General Group
316
Legal & General Group
United Kingdom
$25K
OC
317
Oakworth Capital
Alabama
$25K
RWM
318
Raffa Wealth Management
District of Columbia
$25K +$205 +2 +0.8%
JCM
319
Jacobi Capital Management
Pennsylvania
$23K +$13.1K +128 +138%
FFW
320
Fusion Family Wealth
New York
$21K
HNB
321
Huntington National Bank
Ohio
$21K
FDCDDQ
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.4K +$13.3K +130 +191%
GRP
323
Global Retirement Partners
California
$19K -$14.1K -138 -42%
ClearBridge Investments
324
ClearBridge Investments
New York
$18K
VIA
325
Vantage Investment Advisors
Pennsylvania
$18K +$4.4K +43 +32%