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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
326
Baystate Wealth Management
Massachusetts
$207K +$997 +9 +0.5%
1IA
327
1834 Investment Advisors
Wisconsin
$204K +$221 +2 +0.1%
WCM
328
Windsor Capital Management
Arizona
$203K -$7.53K -68 -4%
AOWM
329
Alpha Omega Wealth Management
Virginia
$199K +$194K +1,748 +3,237%
FANJ
330
Financial Architects (New Jersey)
New Jersey
$198K – – –
WEC
331
Winslow Evans & Crocker
Massachusetts
$198K +$19.9K +180 +11%
SF
332
Synovus Financial
Georgia
$188K +$775 +7 +0.4%
S
333
SignatureFD
Georgia
$182K +$170K +1,535 +1,358%
RCAG
334
Rehmann Capital Advisory Group
Michigan
$180K -$79.8K -721 -31%
AWA
335
Acorn Wealth Advisors
Michigan
$178K +$664 +6 +0.4%
SPIA
336
Steward Partners Investment Advisory
New York
$168K -$1.55K -14 -0.9%
SIM
337
Sonora Investment Management
Arizona
$150K – – –
First Manhattan
338
First Manhattan
New York
$145K +$19.4K +175 +15%
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$134K +$5.76K +52 +4%
IFA
340
Interactive Financial Advisors
Illinois
$134K +$78K +704 +137%
NSIM
341
North Star Investment Management
Illinois
$129K +$8.86K +80 +7%
CFC
342
Coyle Financial Counsel
Illinois
$126K -$25.7K -232 -17%
WPA
343
West Paces Advisors
Georgia
$120K – – –
BAMG
344
Brand Asset Management Group
Missouri
$120K +$121K +1,090 New
BIMC
345
Benson Investment Management Company
Virginia
$115K – – –
WAM
346
Wealthspire Advisors (Maryland)
Maryland
$112K -$43.1K -389 -28%
JCM
347
Jacobi Capital Management
Pennsylvania
$110K -$9.97K -90 -8%
FPB
348
First PREMIER Bank
South Dakota
$108K – – –
PG
349
Patten Group
Tennessee
$107K -$24.4K -220 -18%
DSC
350
Duncker Streett & Co
Missouri
$104K +$332 +3 +0.3%