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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
301
Gladstone Institutional Advisory
Florida
$715K -$50.6K -439 -7%
OLA
302
Oliver Luxxe Assets
New Jersey
$706K +$21.2K +184 +3%
MFG
303
MidWestOne Financial Group
Iowa
$678K +$17.6K +153 +3%
ECG
304
Edge Capital Group
Georgia
$671K -$31.7K -275 -5%
ZB
305
Zions Bancorporation
Utah
$649K -$275K -2,391 -31%
RCA
306
Rex Capital Advisors
Rhode Island
$640K – – –
MWP
307
MYCIO Wealth Partners
Pennsylvania
$635K +$4.03K +35 +0.7%
CWAG
308
Compton Wealth Advisory Group
Virginia
$633K -$89.2K -774 -13%
PFA
309
Paradigm Financial Advisors
Missouri
$630K +$3.57K +31 +0.6%
1WA
310
180 Wealth Advisors
Washington
$626K +$100K +870 +20%
Comerica Bank
311
Comerica Bank
Texas
$624K +$281K +2,440 +87%
KA
312
Kovack Advisors
Florida
$595K +$32.5K +282 +6%
TPA
313
Trivium Point Advisory
Connecticut
$591K +$141K +1,223 +33%
CAC
314
Certified Advisory Corp
Florida
$588K +$49K +425 +9%
NP
315
NorthRock Partners
Minnesota
$582K +$172K +1,497 +44%
SIA
316
Strategic Investment Advisors
Michigan
$580K +$160K +1,391 +40%
BEAM
317
Baker Ellis Asset Management
Washington
$570K -$11.5K -100 -2%
BCA
318
Bay Colony Advisors
Massachusetts
$570K -$9.91K -86 -2%
CS
319
Capital Square
Tennessee
$568K +$549K +4,766 New
NL
320
NWAM LLC
Washington
$549K +$4.84K +42 +0.9%
GVAG
321
Great Valley Advisor Group
Delaware
$538K -$36.5K -317 -7%
WP
322
WMS Partners
Maryland
$537K +$519K +4,502 New
CWM
323
Connecticut Wealth Management
Connecticut
$535K – – –
PAIM
324
Punch & Associates Investment Management
Minnesota
$530K +$513K +4,448 New
PP
325
Prudential plc
United Kingdom
$529K +$73.7K +640 +17%