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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
AE Wealth Management
Kansas
$278K -$8.12K -75 -3%
SMC
302
Smith, Moore & Co
Missouri
$274K +$49.5K +457 +23%
FTIOP
303
Fiduciary Trust International of Pennsylvania
Pennsylvania
$274K +$266K +2,458 New
CGA
304
Crescent Grove Advisors
Illinois
$269K -$75.8K -700 -22%
WI
305
Wintrust Investments
Illinois
$264K -$75.9K -701 -23%
MJRIC
306
Mogy Joel R Investment Counsel
California
$263K
HIS
307
Horizon Investment Services
Indiana
$263K +$25K +231 +11%
HTC
308
Haverford Trust Company
Pennsylvania
$262K +$43.3K +400 +21%
NL
309
NWAM LLC
Washington
$261K
FA
310
FCG Advisors
New Jersey
$259K +$1.51K +14 +0.6%
WWMSC
311
Wagner Wealth Management (South Carolina)
South Carolina
$258K +$242K +2,240 New
SCM
312
Southport Capital Management
Tennessee
$257K +$249K +2,303 New
TFCP
313
Twin Focus Capital Partners
Massachusetts
$247K +$27.1K +250 +13%
VCA
314
Verdence Capital Advisors
Maryland
$247K +$240K +2,215 New
MFS
315
McNamara Financial Services
Massachusetts
$245K
SDWMA
316
Schneider Downs Wealth Management Advisors
Pennsylvania
$245K
SWPG
317
Strategic Wealth Partners Group
Illinois
$242K -$77.1K -712 -25%
M&T Bank
318
M&T Bank
New York
$240K -$106K -977 -31%
SG Americas Securities
319
SG Americas Securities
New York
$240K +$233K +2,155 New
RWM
320
Raffa Wealth Management
District of Columbia
$237K +$108 +1 +0%
GJIC
321
Gamble Jones Investment Counsel
California
$223K
BWM
322
Baystate Wealth Management
Massachusetts
$214K +$167K +1,544 +532%
WCM
323
Windsor Capital Management
Arizona
$214K +$208K +1,918 New
BC
324
Burney Company
Virginia
$208K -$3.46K -32 -2%
BlackRock
325
BlackRock
New York
$206K +$5.84K +54 +3%