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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHP
376
Cable Hill Partners
Oregon
$167K +$184K +1,754 New
BWM
377
Baystate Wealth Management
Massachusetts
$162K -$29.3K -279 -15%
WEC
378
Winslow Evans & Crocker
Massachusetts
$156K -$16.8K -160 -9%
NSIM
379
North Star Investment Management
Illinois
$156K +$50K +476 +41%
VRM
380
Vectors Research Management
New York
$130K -$34.6K -330 -19%
SIM
381
Sonora Investment Management
Arizona
$129K – – –
VFA
382
Valeo Financial Advisors
Indiana
$127K -$1.57K -15 -1%
B
383
Bridgeworth
Alabama
$119K +$157K +1,499 +13%
BlackRock
384
BlackRock
New York
$118K -$78.5K -748 -38%
SBL
385
Sargent Bickham Lagudis
Colorado
$115K +$110K +1,052 +692%
RCM
386
Requisite Capital Management
Texas
$106K +$117K +1,112 New
REFI
387
Requisite Energy Fund I
Texas
$106K +$117K +1,112 New
Chevy Chase Trust
388
Chevy Chase Trust
Maryland
$106K +$117K +1,116 New
BAMG
389
Brand Asset Management Group
Missouri
$104K – – –
WPA
390
West Paces Advisors
Georgia
$104K – – –
LB
391
Legacy Bridge
Iowa
$103K +$114K +1,085 New
GRP
392
Global Retirement Partners
California
$100K +$11.8K +112 +12%
CFA
393
Carroll Financial Associates
North Carolina
$100K +$16.5K +157 +18%
BIMC
394
Benson Investment Management Company
Virginia
$99K – – –
FCA
395
FinTrust Capital Advisors
South Carolina
$95K +$105K +998 New
FPB
396
First PREMIER Bank
South Dakota
$93K – – –
PA
397
Parallel Advisors
California
$92K -$20.5K -195 -17%
S
398
SignatureFD
Georgia
$91K -$73.4K -699 -42%
DSC
399
Duncker Streett & Co
Missouri
$91K +$945 +9 +1%
TL
400
TrueWealth LLC
Georgia
$88K – – –