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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
301
LGT Financial Advisors
Texas
$2.02M +$2M +14,932 New
Tower Research Capital (TRC)
302
Tower Research Capital (TRC)
New York
$2M -$1.11M -8,271 -36%
RCA
303
Rex Capital Advisors
Rhode Island
$1.99M +$1.25M +9,319 +173%
LL
304
LPWM LLC
Minnesota
$1.98M -$77.7K -579 -4%
CWM
305
Castle Wealth Management
Florida
$1.98M -$191K -1,427 -9%
BAM
306
Beaumont Asset Management
Texas
$1.98M -$2.15K -16 -0.1%
AFS
307
AFG Fiduciary Services
Massachusetts
$1.96M +$785K +5,851 +50%
Great Valley Advisor Group
308
Great Valley Advisor Group
Delaware
$1.94M -$15.3K -114 -0.8%
VNA
309
Valley National Advisers
Pennsylvania
$1.93M +$1.49M +11,096 +444%
BEAM
310
Baker Ellis Asset Management
Washington
$1.91M +$1.21M +9,000 +175%
SFG
311
Sterling Financial Group
California
$1.9M +$1.88M +14,020 New
Synovus Financial
312
Synovus Financial
Georgia
$1.89M -$391K -2,914 -17%
HCP
313
Hexagon Capital Partners
Arkansas
$1.89M -$89.3K -666 -5%
DI
314
DDFG Inc
California
$1.88M +$1.87M +13,932 New
Grimes & Company
315
Grimes & Company
Massachusetts
$1.87M +$389K +2,903 +27%
SCA
316
STALEY CAPITAL ADVISERS
Pennsylvania
$1.86M – – –
Index Fund Advisors
317
Index Fund Advisors
California
$1.86M +$1.03M +7,704 +127%
IWA
318
IVC Wealth Advisors
Pennsylvania
$1.86M +$16.4K +122 +0.9%
MFG
319
MidWestOne Financial Group
Iowa
$1.85M +$312K +2,329 +21%
MFG
320
MTM Financial Group
Pennsylvania
$1.83M – – –
BCIM
321
Bishop & Co Investment Management
Pennsylvania
$1.82M +$33.4K +249 +2%
AIA
322
AIMZ Investment Advisors
California
$1.81M -$39.4K -294 -2%
D
323
Dentgroup
Louisiana
$1.8M -$8.32K -62 -0.5%
PFM
324
Phillips Financial Management
Indiana
$1.78M – – –
BOH
325
Bank of Hawaii
Hawaii
$1.77M -$264K -1,968 -13%