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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
326
Howe & Rusling
New York
$26K – – –
OC
327
Oakworth Capital
Alabama
$25K – – –
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$21K +$20.4K +196 New
GRP
329
Global Retirement Partners
California
$20K +$104 +1 +0.5%
VIA
330
Vantage Investment Advisors
Pennsylvania
$19K – – –
PCTC
331
Perkins Coie Trust Company
Washington
$16K – – –
SBL
332
Sargent Bickham Lagudis
Colorado
$15K – – –
BC
333
Barnett & Company
Tennessee
$14K +$3.12K +30 +30%
FDCDDQ
334
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K -$7.07K -68 -34%
First Manhattan
335
First Manhattan
New York
$13K – – –
RCA
336
Rowland Carmichael Advisors
Arizona
$9K – – –
AAP
337
Arax Advisory Partners
Colorado
$8K – – –
CTB
338
Country Trust Bank
Illinois
$7K – – –
RFA
339
Reilly Financial Advisors
California
$7K – – –
SSB
340
Sandy Spring Bank
Maryland
$7K +$6.75K +65 New
AOWM
341
Alpha Omega Wealth Management
Virginia
$6K – – –
FANJ
342
Financial Architects (New Jersey)
New Jersey
$6K – – –
ADL
343
Asset Dedication LLC
California
$5K – – –
BWA
344
Burt Wealth Advisors
Maryland
$5K – – –
CHP
345
Cable Hill Partners
Oregon
$4K -$12.6K -121 -76%
CT
346
Clearstead Trust
Maine
$4K – – –
TDC
347
Thompson Davis & Co
Virginia
$4K – – –
CFA
348
Carroll Financial Associates
North Carolina
$4K +$4.16K +40 New
VNA
349
Valley National Advisers
Pennsylvania
$3K – – –
FCMT
350
Founders Capital Management (Texas)
Texas
$3K +$1.25K +12 +60%