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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
426
West Paces Advisors
Georgia
$79.3K -$37.2K -354 -33%
CMBA
427
C.M. Bidwell & Associates
Hawaii
$74K -$6.83K -65 -9%
ADL
428
Asset Dedication LLC
California
$74K
PFGIA
429
Patriot Financial Group Insurance Agency
Massachusetts
$72K +$7.98K +76 +13%
SIAS
430
Shine Investment Advisory Services
Colorado
$70K
BA
431
Belvedere Advisors
California
$69K +$70.6K +672 New
MRCM
432
M&R Capital Management
New Jersey
$68K
IWP
433
Icon Wealth Partners
Texas
$67K +$64.9K +618 New
SSB
434
Sandy Spring Bank
Maryland
$66K
FPS
435
Fieldpoint Private Securities
Connecticut
$63K
CFD
436
Creative Financial Designs
Indiana
$56K +$27.6K +263 +102%
AIA
437
Armor Investment Advisors
North Carolina
$53K +$52K +495 New
FCA
438
FinTrust Capital Advisors
South Carolina
$51K -$55.5K -529 -53%
SFSIG
439
San Francisco Sentry Investment Group
California
$51K -$20.6K -196 -29%
FMTCOCP
440
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$51K
BWM
441
BerganKDV Wealth Management
Minnesota
$47K
CCM
442
Cribstone Capital Management
Maine
$47K +$735 +7 +2%
HDIM
443
Hanson & Doremus Investment Management
Vermont
$45K
PWM
444
PRW Wealth Management
Massachusetts
$45K
EFSCE
445
Enterprise Financial Services Corp (EFSC)
Missouri
$42K +$6.72K +64 +20%
IF
446
Ironwood Financial
Arizona
$40K
EWM
447
Executive Wealth Management
Michigan
$39K -$420 -4 -1%
CB
448
Community Bank
New York
$38K
CFN
449
Cordasco Financial Network
Florida
$38K
GEA
450
Glen Eagle Advisors
New Jersey
$37.2K