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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
326
Connecticut Wealth Management
Connecticut
$409K +$506 +5 +0.1%
GPA
327
Garrison Point Advisors
California
$401K
PFC
328
Phocas Financial Corp
California
$400K
ODIJL
329
One Day In July LLC
Vermont
$399K
SWP
330
Stratos Wealth Partners
Ohio
$392K -$69.9K -690 -15%
SWM
331
SeaCrest Wealth Management
New York
$387K -$1.11K -11 -0.3%
PFA
332
Paradigm Financial Advisors
Missouri
$386K -$202K -1,999 -34%
M&T Bank
333
M&T Bank
New York
$384K -$2.84K -28 -0.7%
PCIA
334
Prime Capital Investment Advisors
Kansas
$381K +$231K +2,282 +155%
ESB
335
Essex Savings Bank
Connecticut
$380K +$2.13K +21 +0.6%
NB
336
Nicolet Bankshares
Wisconsin
$376K +$304 +3 +0.1%
CFG
337
Citizens Financial Group
Rhode Island
$376K +$4.76K +47 +1%
WA
338
WP Advisors
California
$372K +$2.53K +25 +0.7%
FFG
339
Ford Financial Group
California
$371K -$13.5K -133 -4%
BCWM
340
Bartlett & Co Wealth Management
Ohio
$369K +$1.01K +10 +0.3%
BC
341
Bartlett & Co
Ohio
$369K +$1.01K +10 +0.3%
KFI
342
Key Financial Inc
Pennsylvania
$368K +$58.9K +581 +19%
DCM
343
Donaldson Capital Management
Indiana
$364K -$14.8K -146 -4%
CIAS
344
Capital Investment Advisory Services
North Carolina
$364K +$150K +1,477 +70%
DAS
345
Dynamic Advisor Solutions
Arizona
$356K +$103K +1,021 +41%
BFA
346
Beacon Financial Advisory
Ohio
$355K -$33.1K -327 -9%
KTM
347
Keeler Thomas Management
Utah
$354K +$15.2K +150 +4%
SAM
348
S.A. Mason
Michigan
$349K -$3.04K -30 -0.9%
Mercer Global Advisors
349
Mercer Global Advisors
Colorado
$349K +$41.1K +406 +13%
HIS
350
Horizon Investment Services
Indiana
$348K +$22.4K +221 +7%