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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VIA
351
Vickerman Investment Advisors
Washington
$1.39M -$127K -863 -8%
CC
352
Courier Capital
New York
$1.36M +$53.7K +365 +4%
SWA
353
Stratos Wealth Advisors
Ohio
$1.36M -$5.89M -40,032 -82%
Empirical Wealth Management
354
Empirical Wealth Management
Washington
$1.36M -$197K -1,340 -13%
HCM
355
Howland Capital Management
Massachusetts
$1.35M – – –
BWA
356
BDO Wealth Advisors
Florida
$1.35M +$3.24K +22 +0.2%
Focus Financial Network
357
Focus Financial Network
Minnesota
$1.33M +$1.31M +8,906 New
CWM
358
Cornerstone Wealth Management
Missouri
$1.33M -$328K -2,229 -20%
BCIM
359
Bishop & Co Investment Management
Pennsylvania
$1.33M -$20.3K -138 -2%
MIS
360
Morningstar Investment Services
Illinois
$1.32M -$1.67M -11,389 -57%
CPA
361
Cardiff Park Advisors
California
$1.31M – – –
MFG
362
MidWestOne Financial Group
Iowa
$1.29M -$74K -503 -6%
Prime Capital Investment Advisors
363
Prime Capital Investment Advisors
Kansas
$1.27M – – –
RIM
364
Rockbridge Investment Management
New York
$1.27M +$138K +937 +13%
SHFA
365
SC&H Financial Advisors
Maryland
$1.26M +$4.85K +33 +0.4%
ECAM
366
East Coast Asset Management
Massachusetts
$1.25M -$10.3K -70 -0.8%
BS
367
Boenning & Scattergood
Pennsylvania
$1.25M +$323K +2,198 +36%
TPA
368
Trivium Point Advisory
Connecticut
$1.24M +$248K +1,686 +25%
ACM
369
Armbruster Capital Management
New York
$1.22M -$10.7K -73 -0.9%
Whittier Trust
370
Whittier Trust
California
$1.22M -$115K -784 -9%
JWCA
371
J.W. Cole Advisors
Florida
$1.21M +$480K +3,262 +68%
Axxcess Wealth Management
372
Axxcess Wealth Management
California
$1.21M +$296K +2,010 +33%
Avantax Advisory Services
373
Avantax Advisory Services
Texas
$1.2M +$301K +2,047 +34%
CWA
374
CJM Wealth Advisers
Virginia
$1.2M +$321K +2,182 +37%
VWA
375
Visionary Wealth Advisors
Illinois
$1.2M -$4.1M -27,878 -78%