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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
401
MCF Advisors
Kentucky
$205K
BAM
402
Berkshire Asset Management
Pennsylvania
$204K
VAS
403
Vestmark Advisory Solutions
Massachusetts
$204K
SF
404
Synovus Financial
Georgia
$204K +$2K +18 +1%
SWM
405
Sequoia Wealth Management
Illinois
$203K
CSA
406
Cottage Street Advisors
Massachusetts
$203K +$200K +1,796 New
CAMG
407
CWA Asset Management Group
Florida
$202K -$7.33K -66 -4%
BS
408
Boenning & Scattergood
Pennsylvania
$201K +$197K +1,777 New
LNWWM
409
Laird Norton Wetherby Wealth Management
California
$200K +$197K +1,769 New
VFA
410
Valeo Financial Advisors
Indiana
$194K +$3.56K +32 +2%
NSIM
411
North Star Investment Management
Illinois
$186K +$183K +1,648 New
TF
412
TimeScale Financial
Massachusetts
$180K -$91.5K -824 -34%
AP
413
Atwood & Palmer
Missouri
$168K +$166K +1,490 New
PCIA
414
Prime Capital Investment Advisors
Kansas
$164K +$88.1K +793 +121%
GSWM
415
Golden State Wealth Management
California
$159K
Bessemer Group
416
Bessemer Group
New Jersey
$157K -$185K -1,669 -55%
BWM
417
Baystate Wealth Management
Massachusetts
$155K +$1.44K +13 +1%
SIM
418
Sonora Investment Management
Arizona
$153K -$5.44K -49 -3%
WEC
419
Winslow Evans & Crocker
Massachusetts
$152K
VRM
420
Vectors Research Management
New York
$151K
TFGT
421
TS Financial Group (TSFG)
Illinois
$147K -$4.89K -44 -3%
TFS
422
TrustCore Financial Services
Tennessee
$146K -$86.3K -777 -38%
BlackRock
423
BlackRock
New York
$144K +$25K +225 +21%
GRP
424
Global Retirement Partners
California
$142K +$9.55K +86 +7%
SBL
425
Sargent Bickham Lagudis
Colorado
$136K