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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Sequoia Wealth Management
Illinois
$200K +$197K +1,798 New
VFA
402
Valeo Financial Advisors
Indiana
$188K +$4.05K +37 +2%
RCAG
403
Rehmann Capital Advisory Group
Michigan
$170K – – –
GSWM
404
Golden State Wealth Management
California
$156K +$3.83K +35 +3%
SIM
405
Sonora Investment Management
Arizona
$156K +$5.37K +49 +4%
BWM
406
Baystate Wealth Management
Massachusetts
$152K -$24.4K -223 -14%
WEC
407
Winslow Evans & Crocker
Massachusetts
$150K -$30.7K -280 -17%
TFGT
408
TS Financial Group (TSFG)
Illinois
$150K +$6.57K +60 +5%
VRM
409
Vectors Research Management
New York
$149K – – –
SBL
410
Sargent Bickham Lagudis
Colorado
$134K – – –
AIM
411
Advantage Investment Management
Iowa
$131K -$50.3K -459 -28%
GRP
412
Global Retirement Partners
California
$131K +$3.94K +36 +3%
DSC
413
Duncker Streett & Co
Missouri
$124K +$329 +3 +0.3%
BAMG
414
Brand Asset Management Group
Missouri
$121K – – –
LB
415
Legacy Bridge
Iowa
$121K – – –
CFA
416
Carroll Financial Associates
North Carolina
$118K +$3.5K +32 +3%
BlackRock
417
BlackRock
New York
$117K +$9.2K +84 +9%
1IA
418
1834 Investment Advisors
Wisconsin
$112K +$17.6K +161 +19%
VCM
419
Vigilant Capital Management
Maine
$111K -$421K -3,849 -79%
FPB
420
First PREMIER Bank
South Dakota
$109K – – –
JGIA
421
Jackson Grant Investment Advisers
Connecticut
$103K +$438 +4 +0.4%
TL
422
TrueWealth LLC
Georgia
$102K – – –
PA
423
Parallel Advisors
California
$100K -$2.52K -23 -2%
GWM
424
Geneos Wealth Management
Colorado
$98K +$10.6K +97 +12%
S
425
SignatureFD
Georgia
$97K -$17.6K -161 -16%