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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
326
Beacon Investment Advisory Services
New Jersey
$286K – – –
LFAS
327
Level Four Advisory Services
Texas
$283K -$58.8K -560 -16%
BCM
328
Bienville Capital Management
New York
$276K +$105K +1,000 +53%
SCM
329
Sterling Capital Management
North Carolina
$274K +$302K +2,873 New
VCA
330
Verdence Capital Advisors
Maryland
$271K +$50K +476 +20%
IWC
331
Integrated Wealth Concepts
Massachusetts
$267K +$14.2K +135 +5%
FA
332
FCG Advisors
New Jersey
$267K +$20.1K +191 +7%
AWM
333
AE Wealth Management
Kansas
$262K -$580K -5,528 -67%
CF
334
Centaurus Financial
California
$260K +$210K +2,000 +200%
V
335
Veritable
Delaware
$257K – – –
CFA
336
Camarda Financial Advisors
Florida
$253K – – –
SCA
337
Snowden Capital Advisors
New York
$250K -$420 -4 -0.2%
THWM
338
Taylor Hoffman Wealth Management
Virginia
$248K – – –
CFGS
339
Concourse Financial Group Securities
Alabama
$242K +$127K +1,206 +90%
RJT
340
Raymond James Trust
Florida
$240K – – –
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$239K +$44.9K +428 +21%
FANJ
342
Financial Architects (New Jersey)
New Jersey
$239K +$74.4K +709 +39%
PA
343
Pinnacle Associates
New York
$238K -$97.2K -926 -27%
PL
344
Plancorp LLC
Missouri
$238K -$2.21K -21 -0.8%
YWP
345
YorkBridge Wealth Partners
New York
$237K – – –
CC
346
Courier Capital
New York
$233K -$735 -7 -0.3%
FA
347
FC Advisory
Pennsylvania
$232K +$1.36K +13 +0.5%
ACM
348
Allred Capital Management
Texas
$232K +$257K +2,446 New
WAG
349
Winthrop Advisory Group
Massachusetts
$230K -$138K -1,316 -35%
FMII
350
Farmers & Merchants Investments Inc
Nebraska
$230K -$6.61K -63 -3%