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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
326
Oakworth Capital
Alabama
$25K
WAP
327
Wealthcare Advisory Partners
Pennsylvania
$21K +$20.4K +196 New
GRP
328
Global Retirement Partners
California
$20K +$104 +1 +0.5%
VIA
329
Vantage Investment Advisors
Pennsylvania
$19K
PCTC
330
Perkins Coie Trust Company
Washington
$16K
SBL
331
Sargent Bickham Lagudis
Colorado
$15K
BC
332
Barnett & Company
Tennessee
$14K +$3.12K +30 +30%
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K -$7.07K -68 -34%
First Manhattan
334
First Manhattan
New York
$13K
RCA
335
Rowland Carmichael Advisors
Arizona
$9K
AAP
336
Arax Advisory Partners
Colorado
$8K
CTB
337
Country Trust Bank
Illinois
$7K
RFA
338
Reilly Financial Advisors
California
$7K
SSB
339
Sandy Spring Bank
Maryland
$7K +$6.75K +65 New
AOWM
340
Alpha Omega Wealth Management
Virginia
$6K
FANJ
341
Financial Architects (New Jersey)
New Jersey
$6K
ADL
342
Asset Dedication LLC
California
$5K
BWA
343
Burt Wealth Advisors
Maryland
$5K
CHP
344
Cable Hill Partners
Oregon
$4K -$12.6K -121 -76%
CT
345
Clearstead Trust
Maine
$4K
TDC
346
Thompson Davis & Co
Virginia
$4K
CFA
347
Carroll Financial Associates
North Carolina
$4K +$4.16K +40 New
VNA
348
Valley National Advisers
Pennsylvania
$3K
FCMT
349
Founders Capital Management (Texas)
Texas
$3K +$1.25K +12 +60%
GWM
350
Geneos Wealth Management
Colorado
$3K +$3.22K +31 New