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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MJRIC
376
Mogy Joel R Investment Counsel
California
$233K
FMII
377
Farmers & Merchants Investments Inc
Nebraska
$231K -$28.5K -271 -11%
Lido Advisors
378
Lido Advisors
California
$224K +$218K +2,073 New
MWM
379
Meridian Wealth Management
Kentucky
$222K +$216K +2,055 New
SL
380
Summitry LLC
California
$219K +$213K +2,033 New
SA
381
Strategic Advisors
New York
$215K +$209K +1,994 New
CRC
382
Curi RMB Capital
Illinois
$211K +$206K +1,959 New
SCM
383
Southport Capital Management
Tennessee
$210K +$204K +1,946 New
IFWM
384
Institute for Wealth Management
Colorado
$210K +$205K +1,950 New
BRWM
385
B. Riley Wealth Management
Tennessee
$207K +$201K +1,916 New
DY
386
Dowling & Yahnke
California
$200K +$195K +1,854 New
WI
387
Wintrust Investments
Illinois
$200K +$195K +1,855 New
SF
388
Synovus Financial
Georgia
$197K +$4.3K +41 +2%
MA
389
MCF Advisors
Kentucky
$196K
CMO
390
Covenant Multifamily Offices
Texas
$188K +$183K +1,744 New
VFA
391
Valeo Financial Advisors
Indiana
$178K +$33.1K +315 +24%
NSIM
392
North Star Investment Management
Illinois
$177K
BWM
393
Baystate Wealth Management
Massachusetts
$177K +$840 +8 +0.5%
AIM
394
Advantage Investment Management
Iowa
$176K -$17.3K -165 -9%
WEC
395
Winslow Evans & Crocker
Massachusetts
$176K
RCAG
396
Rehmann Capital Advisory Group
Michigan
$165K +$161K +1,530 New
PCP
397
Proficio Capital Partners
Massachusetts
$161K +$157K +1,495 New
GSWM
398
Golden State Wealth Management
California
$148K +$144K +1,369 New
SIM
399
Sonora Investment Management
Arizona
$146K
VRM
400
Vectors Research Management
New York
$144K -$3.46K -33 -2%