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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
Parallel Advisors
California
$94K -$2.59K -23 -3%
TWA
352
TCI Wealth Advisors
Arizona
$93K -$31.8K -283 -25%
TFS
353
TrustCore Financial Services
Tennessee
$85K
PWAG
354
Polaris Wealth Advisory Group
California
$85K +$87.4K +777 New
SIAS
355
Shine Investment Advisory Services
Colorado
$77K
SSB
356
Sandy Spring Bank
Maryland
$74K +$68.9K +613 +943%
MRCM
357
M&R Capital Management
New Jersey
$67K
VFA
358
Valeo Financial Advisors
Indiana
$67K +$29.4K +261 +75%
PFGIA
359
Patriot Financial Group Insurance Agency
Massachusetts
$62K +$8.1K +72 +14%
LFG
360
LifePlan Financial Group
Ohio
$61K +$63.2K +562 New
VCM
361
Virtue Capital Management
Tennessee
$60K +$10.5K +93 +21%
ADL
362
Asset Dedication LLC
California
$60K +$56.8K +505 +1,010%
GWM
363
Geneos Wealth Management
Colorado
$57K -$5.74K -51 -9%
IFA
364
Interactive Financial Advisors
Illinois
$56K -$56.1K -499 -49%
BWL
365
Bogart Wealth LLC
Virginia
$55K
GEA
366
Glen Eagle Advisors
New Jersey
$54.7K
FMTCOCP
367
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$52K
SEI Investments
368
SEI Investments
Pennsylvania
$48K -$265K -2,360 -84%
HDIM
369
Hanson & Doremus Investment Management
Vermont
$45K
WAP
370
Wealthcare Advisory Partners
Pennsylvania
$45K +$30.3K +269 +192%
CCM
371
Cribstone Capital Management
Maine
$44K +$675 +6 +2%
IF
372
Ironwood Financial
Arizona
$40K
KPCM
373
Kings Point Capital Management
New York
$40K +$41K +365 New
CFN
374
Cordasco Financial Network
Florida
$39K
CB
375
Community Bank
New York
$39K +$39.8K +354 New