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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
401
Personal Capital Advisors
California
$1.05M -$76.3K -519 -7%
WA
402
Wambolt & Associates
Colorado
$1.03M +$8.82K +60 +0.9%
DAS
403
Dynamic Advisor Solutions
Arizona
$1.02M -$230K -1,567 -19%
FA
404
FDx Advisors
Illinois
$1.01M -$10K -68 -1%
TDWM
405
Topel & Distasi Wealth Management
California
$1.01M
FANJ
406
Financial Architects (New Jersey)
New Jersey
$996K -$58.7K -399 -6%
MG
407
Mather Group
Illinois
$991K -$1.18K -8 -0.1%
WH
408
Willner & Heller
California
$987K +$8.82K +60 +0.9%
GIA
409
Gladstone Institutional Advisory
Florida
$986K +$318K +2,161 +49%
CFA
410
Cahill Financial Advisors
Minnesota
$976K +$297K +2,019 +45%
AA
411
Ancora Advisors
Ohio
$976K +$473K +3,219 +97%
SS
412
Simplicity Solutions
Minnesota
$972K -$207K -1,409 -18%
IAN
413
Integrated Advisors Network
Texas
$970K -$51.5K -350 -5%
WAP
414
Wealthcare Advisory Partners
Pennsylvania
$946K -$20.6K -140 -2%
SFP
415
Strategic Financial Partners
Oregon
$935K -$61.9K -421 -6%
PIA
416
Pinion Investment Advisors
Kansas
$929K +$43.5K +296 +5%
NWM
417
Northwest Wealth Management
Iowa
$928K -$27.8K -189 -3%
SWP
418
Stratos Wealth Partners
Ohio
$925K +$289K +1,963 +47%
FOA
419
Five Oceans Advisors
California
$910K +$7.94K +54 +0.9%
WCA
420
Waypoint Capital Advisors
Minnesota
$908K
SLT
421
St Louis Trust
Missouri
$903K
JIC
422
Johnson Investment Counsel
Ohio
$896K +$10.3K +70 +1%
TCOV
423
Trust Company of Vermont
Vermont
$894K +$31.2K +212 +4%
V
424
Veritable
Delaware
$891K +$98.5K +670 +13%
FCA
425
FinTrust Capital Advisors
South Carolina
$882K +$410K +2,790 +90%