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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TD Private Client Wealth
351
TD Private Client Wealth
New York
$1.18M -$264K -1,949 -17%
Northeast Financial Consultants
352
Northeast Financial Consultants
Connecticut
$1.17M -$26.3K -194 -2%
Focus Financial Network
353
Focus Financial Network
Minnesota
$1.16M -$8.94K -66 -0.7%
AIFAIM
354
American Institute for Advanced Investment Management
Arizona
$1.16M – – –
CC
355
Courier Capital
New York
$1.16M +$5.69K +42 +0.4%
World Investment Advisors
356
World Investment Advisors
California
$1.16M +$1.22K +9 +0.1%
MECA
357
Miller Equity Capital Advisors
Texas
$1.15M -$6.09K -45 -0.5%
VIA
358
Vickerman Investment Advisors
Washington
$1.14M +$6.23K +46 +0.5%
TFS
359
Thoroughbred Financial Services
Tennessee
$1.13M +$76.6K +566 +6%
SHFA
360
SC&H Financial Advisors
Maryland
$1.13M +$68.6K +507 +6%
CWA
361
CJM Wealth Advisers
Virginia
$1.1M +$406 +3 +0%
MA
362
MONECO Advisors
Connecticut
$1.1M -$56.2K -415 -4%
HCM
363
Howland Capital Management
Massachusetts
$1.1M – – –
Signature Estate & Investment Advisors
364
Signature Estate & Investment Advisors
California
$1.09M -$20.2K -149 -2%
9WM
365
9258 Wealth Management
Ohio
$1.08M -$63.8K -471 -5%
RIM
366
Rockbridge Investment Management
New York
$1.08M +$204K +1,510 +21%
AFP
367
Ausdal Financial Partners
Iowa
$1.08M +$75.5K +558 +7%
CWM
368
Cornerstone Wealth Management
Missouri
$1.06M +$6.77K +50 +0.6%
Eaton Vance Management
369
Eaton Vance Management
Massachusetts
$1.05M -$77.8K -575 -6%
BWA
370
BDO Wealth Advisors
Florida
$1.03M -$68.1K -503 -6%
ECAM
371
East Coast Asset Management
Massachusetts
$1.02M +$135 +1 +0%
Prime Capital Investment Advisors
372
Prime Capital Investment Advisors
Kansas
$1M -$284K -2,095 -20%
BS
373
Boenning & Scattergood
Pennsylvania
$992K -$14.8K -109 -1%
RWP
374
Revolve Wealth Partners
New Jersey
$984K -$62.8K -464 -5%
CPA
375
Cardiff Park Advisors
California
$983K – – –