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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
326
Independent Financial Group
California
$311K +$412K +3,824 New
IWAG
327
Integer Wealth Advisors Group
Georgia
$310K +$367K +3,408 New
CAPTRUST Financial Advisors
328
CAPTRUST Financial Advisors
North Carolina
$307K -$253K -2,345 -37%
TSS
329
Two Sigma Securities
New York
$302K +$401K +3,720 New
ESB
330
Essex Savings Bank
Connecticut
$298K -$265K -2,463 -40%
CFFP
331
Center for Financial Planning
Michigan
$296K -$68.1K -632 -15%
BWM
332
BCS Wealth Management
Tennessee
$293K
CFG
333
Citizens Financial Group
Rhode Island
$293K +$389K +3,610 New
GJIC
334
Gamble Jones Investment Counsel
California
$292K +$9.26K +86 +2%
IA
335
IFG Advisory
Georgia
$292K +$22.6K +210 +6%
CF
336
Centaurus Financial
California
$290K -$19K -176 -5%
IWC
337
Integrated Wealth Concepts
Massachusetts
$290K +$24K +223 +7%
SAM
338
S.A. Mason
Michigan
$289K -$9.15K -85 -2%
PP
339
Prudential plc
United Kingdom
$288K -$96.9K -900 -20%
HWA
340
Heartwood Wealth Advisors
Virginia
$287K
Mercer Global Advisors
341
Mercer Global Advisors
Colorado
$281K -$12.3M -114,417 -97%
GIA
342
Gladstone Institutional Advisory
Florida
$276K -$280K -2,599 -43%
RFC
343
Regions Financial Corp
Alabama
$276K -$27.6K -256 -7%
WA
344
WP Advisors
California
$275K +$3.34K +31 +0.9%
MWM
345
Meridian Wealth Management
Kentucky
$275K +$163K +1,516 +81%
CIBC World Market
346
CIBC World Market
Ontario, Canada
$271K +$73.8K +685 +26%
SCG
347
Sonata Capital Group
Washington
$268K
LWAC
348
Laurel Wealth Advisors (California)
California
$260K -$3.34K -31 -1%
OWP
349
Obermeyer Wealth Partners
Colorado
$260K +$21.5K +200 +7%
PL
350
Plancorp LLC
Missouri
$259K -$122K -1,129 -26%