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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
401
Baystate Wealth Management
Massachusetts
$152K -$24.4K -223 -14%
WEC
402
Winslow Evans & Crocker
Massachusetts
$150K -$30.7K -280 -17%
TFGT
403
TS Financial Group (TSFG)
Illinois
$150K +$6.57K +60 +5%
VRM
404
Vectors Research Management
New York
$149K
SBL
405
Sargent Bickham Lagudis
Colorado
$134K
AIM
406
Advantage Investment Management
Iowa
$131K -$50.3K -459 -28%
GRP
407
Global Retirement Partners
California
$131K +$3.94K +36 +3%
DSC
408
Duncker Streett & Co
Missouri
$124K +$329 +3 +0.3%
BAMG
409
Brand Asset Management Group
Missouri
$121K
LB
410
Legacy Bridge
Iowa
$121K
CFA
411
Carroll Financial Associates
North Carolina
$118K +$3.5K +32 +3%
BlackRock
412
BlackRock
New York
$117K +$9.2K +84 +9%
1IA
413
1834 Investment Advisors
Wisconsin
$112K +$17.6K +161 +19%
VCM
414
Vigilant Capital Management
Maine
$111K -$421K -3,849 -79%
FPB
415
First PREMIER Bank
South Dakota
$109K
JGIA
416
Jackson Grant Investment Advisers
Connecticut
$103K +$438 +4 +0.4%
TL
417
TrueWealth LLC
Georgia
$102K
PA
418
Parallel Advisors
California
$100K -$2.52K -23 -2%
GWM
419
Geneos Wealth Management
Colorado
$98K +$10.6K +97 +12%
S
420
SignatureFD
Georgia
$97K -$17.6K -161 -16%
TSW
421
Thompson Siegel & Walmsley
Virginia
$97K
TWA
422
TCI Wealth Advisors
Arizona
$96K +$1.64K +15 +2%
CMBA
423
C.M. Bidwell & Associates
Hawaii
$90K +$14.1K +129 +19%
CCM
424
Covington Capital Management
California
$89K
PB
425
Pinnacle Bancorp
Nebraska
$88K