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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
351
Jackson Grant Investment Advisers
Connecticut
$98K +$562 +5 +0.6%
TSW
352
Thompson Siegel & Walmsley
Virginia
$96K – – –
PA
353
Parallel Advisors
California
$94K -$2.59K -23 -3%
TWA
354
TCI Wealth Advisors
Arizona
$93K -$31.8K -283 -25%
TFS
355
TrustCore Financial Services
Tennessee
$85K – – –
PWAG
356
Polaris Wealth Advisory Group
California
$85K +$87.4K +777 New
SIAS
357
Shine Investment Advisory Services
Colorado
$77K – – –
SSB
358
Sandy Spring Bank
Maryland
$74K +$68.9K +613 +943%
MRCM
359
M&R Capital Management
New Jersey
$67K – – –
VFA
360
Valeo Financial Advisors
Indiana
$67K +$29.4K +261 +75%
PFGIA
361
Patriot Financial Group Insurance Agency
Massachusetts
$62K +$8.1K +72 +14%
LFG
362
LifePlan Financial Group
Ohio
$61K +$63.2K +562 New
VCM
363
Virtue Capital Management
Tennessee
$60K +$10.5K +93 +21%
ADL
364
Asset Dedication LLC
California
$60K +$56.8K +505 +1,010%
GWM
365
Geneos Wealth Management
Colorado
$57K -$5.74K -51 -9%
IFA
366
Interactive Financial Advisors
Illinois
$56K -$56.1K -499 -49%
BWL
367
Bogart Wealth LLC
Virginia
$55K – – –
GEA
368
Glen Eagle Advisors
New Jersey
$54.7K – – –
FMTCOCP
369
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$52K – – –
SEI Investments
370
SEI Investments
Pennsylvania
$48K -$265K -2,360 -84%
HDIM
371
Hanson & Doremus Investment Management
Vermont
$45K – – –
WAP
372
Wealthcare Advisory Partners
Pennsylvania
$45K +$30.3K +269 +192%
CCM
373
Cribstone Capital Management
Maine
$44K +$675 +6 +2%
IF
374
Ironwood Financial
Arizona
$40K – – –
KPCM
375
Kings Point Capital Management
New York
$40K +$41K +365 New