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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
326
Rockbridge Investment Management
New York
$892K +$47.6K +372 +6%
ASN
327
Advisory Services Network
Georgia
$868K -$55.2K -431 -6%
CC
328
Courier Capital
New York
$868K +$107K +834 +15%
Brown Advisory
329
Brown Advisory
Maryland
$865K +$435K +3,399 +113%
NWM
330
Northwest Wealth Management
Iowa
$862K -$46.5K -363 -5%
WAP
331
Wealthcare Advisory Partners
Pennsylvania
$844K -$15.6K -122 -2%
HCIA
332
Hochman Cole Investment Advisors
Illinois
$844K
KA
333
Kovack Advisors
Florida
$843K +$10.6K +83 +1%
AF
334
Advisornet Financial
Minnesota
$832K -$21.8K -170 -3%
AWM
335
Accel Wealth Management
Iowa
$810K +$467K +3,645 +154%
FP
336
Financial Perspectives
Minnesota
$810K +$13.9M +108,435 +13,387%
SQA
337
Simon Quick Advisors
New Jersey
$809K +$59.3K +463 +8%
FLA
338
Financial Life Advisors
Texas
$807K -$14.3K -112 -2%
RC
339
RegentAtlantic Capital
New Jersey
$807K +$766K +5,985 New
SFP
340
Strategic Financial Partners
Oregon
$805K -$18.9K -148 -2%
PCA
341
Personal Capital Advisors
California
$803K -$43.1K -337 -5%
WFPG
342
Waller Financial Planning Group
Ohio
$782K -$13.4K -105 -2%
CSM
343
CAMG Solamere Management
North Carolina
$777K -$318K -2,487 -30%
9WM
344
9258 Wealth Management
Ohio
$773K +$72.2K +564 +11%
EWM
345
Empirical Wealth Management
Washington
$773K +$331K +2,588 +82%
PIMG
346
Patriot Investment Management Group
Tennessee
$771K +$733K +5,721 New
GPA
347
Guidance Point Advisors
Massachusetts
$766K +$2.94K +23 +0.4%
CBFP
348
Cedar Brook Financial Partners
Ohio
$762K +$22.4K +175 +3%
BAS
349
Brown Advisory Securities
Maryland
$762K +$724K +5,651 New
FA
350
FDx Advisors
Illinois
$761K -$10.2K -80 -1%