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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
326
Integrated Wealth Concepts
Massachusetts
$374K -$6.67K -60 -2%
SCG
327
Sonata Capital Group
Washington
$373K – – –
M&T Bank
328
M&T Bank
New York
$370K +$1.44K +13 +0.4%
FFG
329
Ford Financial Group
California
$357K +$352K +3,165 New
KWM
330
Kingsview Wealth Management
Oregon
$356K +$69.4K +625 +25%
HTC
331
Haverford Trust Company
Pennsylvania
$349K -$69.3K -624 -17%
KF
332
Krilogy Financial
Missouri
$347K +$1.55K +14 +0.5%
SFA
333
Sequoia Financial Advisors
Ohio
$347K +$341K +3,073 New
BB
334
Busey Bank
Illinois
$346K – – –
AC
335
Alexandria Capital
Virginia
$344K -$10.4K -94 -3%
ASN
336
Advisory Services Network
Georgia
$342K – – –
BIA
337
Bigelow Investment Advisors
Maine
$341K – – –
SSI
338
Scott & Selber Inc
Texas
$339K – – –
OWP
339
Obermeyer Wealth Partners
Colorado
$339K +$333K +3,000 New
CAG
340
Crestwood Advisors Group
Massachusetts
$332K +$61.4K +553 +23%
RJT
341
Raymond James Trust
Florida
$320K +$51.4K +463 +20%
Comerica Bank
342
Comerica Bank
Texas
$318K -$88.5K -797 -22%
HSWM
343
Hubbell Strickland Wealth Management
Louisiana
$316K +$310K +2,794 New
MFW
344
Meristem Family Wealth
Minnesota
$316K +$310K +2,794 New
FA
345
FCG Advisors
New Jersey
$315K +$3.78K +34 +1%
CHP
346
Cable Hill Partners
Oregon
$312K – – –
FPCG
347
Fort Pitt Capital Group
Pennsylvania
$309K – – –
CAG
348
Csenge Advisory Group
Florida
$309K +$303K +2,731 New
V
349
Veritable
Delaware
$305K – – –
IA
350
IFG Advisory
Georgia
$294K +$290K +2,607 New