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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
301
Thompson Siegel & Walmsley
Virginia
$95K +$4.88K +47 +6%
JGIA
302
Jackson Grant Investment Advisers
Connecticut
$94K +$416 +4 +0.5%
BTIS
303
BB&T Investment Services
North Carolina
$90K +$2.81K +27 +3%
PA
304
Parallel Advisors
California
$86K – – –
SIAS
305
Shine Investment Advisory Services
Colorado
$75K – – –
LCM
306
Liberty Capital Management
Michigan
$68K +$65.4K +629 New
MRCM
307
M&R Capital Management
New Jersey
$64K – – –
PFGIA
308
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$40.8K +393 +364%
BWL
309
Bogart Wealth LLC
Virginia
$53K +$51.9K +500 New
FMTCOCP
310
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$50.2K – – –
SEI Investments
311
SEI Investments
Pennsylvania
$49K +$19.9K +192 +71%
EWM
312
Evercore Wealth Management
New York
$48K – – –
HDIM
313
Hanson & Doremus Investment Management
Vermont
$44K – – –
CCM
314
Cribstone Capital Management
Maine
$41K +$9.66K +93 +31%
JCM
315
Jacobi Capital Management
Pennsylvania
$41K +$17.1K +165 +75%
IF
316
Ironwood Financial
Arizona
$39K – – –
SIM
317
Sonora Investment Management
Arizona
$38K +$37.4K +360 New
CFN
318
Cordasco Financial Network
Florida
$38K – – –
VFA
319
Valeo Financial Advisors
Indiana
$37K +$36.1K +347 New
GEA
320
Glen Eagle Advisors
New Jersey
$36.4K -$29.8K -287 -45%
LIA
321
LS Investment Advisors
Michigan
$34K – – –
AC
322
Alexandria Capital
Virginia
$34K +$5.51K +53 +19%
GWS
323
Glassman Wealth Services
Virginia
$32K – – –
AFNAS
324
American Financial Network Advisory Services
California
$32K +$31.8K +306 New
BWM
325
Baystate Wealth Management
Massachusetts
$31K +$104 +1 +0.3%