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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
351
Thompson Siegel & Walmsley
Virginia
$98K -$2.81K -26 -3%
PA
352
Parallel Advisors
California
$98K +$7.79K +72 +9%
BTIS
353
BB&T Investment Services
North Carolina
$94K +$216 +2 +0.2%
TFS
354
TrustCore Financial Services
Tennessee
$87K +$84.1K +777 New
IWP
355
Icon Wealth Partners
Texas
$81K +$78.6K +726 New
SIAS
356
Shine Investment Advisory Services
Colorado
$79K – – –
CAL
357
Capital Analysts LLC
Pennsylvania
$68K -$151K -1,397 -70%
MRCM
358
M&R Capital Management
New Jersey
$68K – – –
GWM
359
Geneos Wealth Management
Colorado
$64K +$59.4K +549 +1,771%
PFGIA
360
Patriot Financial Group Insurance Agency
Massachusetts
$57K +$325 +3 +0.6%
BWL
361
Bogart Wealth LLC
Virginia
$56K – – –
GEA
362
Glen Eagle Advisors
New Jersey
$55.8K +$16.8K +155 +45%
FMTCOCP
363
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$53K – – –
EWM
364
Evercore Wealth Management
New York
$51K – – –
CTC
365
Central Trust Company
Missouri
$51K +$49.2K +455 New
VCM
366
Virtue Capital Management
Tennessee
$50K +$48.3K +446 New
HDIM
367
Hanson & Doremus Investment Management
Vermont
$46K – – –
VIA
368
Vantage Investment Advisors
Pennsylvania
$46K +$25.4K +235 +131%
FGC
369
Financial Gravity Companies
Texas
$45K +$41.9K +387 New
CCM
370
Cribstone Capital Management
Maine
$44K +$541 +5 +1%
IF
371
Ironwood Financial
Arizona
$41K – – –
CFN
372
Cordasco Financial Network
Florida
$40K – – –
GI
373
Gradient Investments
Minnesota
$40K +$38.7K +358 New
JCM
374
Jacobi Capital Management
Pennsylvania
$39K -$4.44K -41 -11%
VFA
375
Valeo Financial Advisors
Indiana
$39K – – –