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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
426
Thompson Siegel & Walmsley
Virginia
$97K – – –
TWA
427
TCI Wealth Advisors
Arizona
$96K +$1.64K +15 +2%
CMBA
428
C.M. Bidwell & Associates
Hawaii
$90K +$14.1K +129 +19%
CCM
429
Covington Capital Management
California
$89K – – –
PB
430
Pinnacle Bancorp
Nebraska
$88K – – –
PFGIA
431
Patriot Financial Group Insurance Agency
Massachusetts
$74K – – –
PCIA
432
Prime Capital Investment Advisors
Kansas
$73K +$71.8K +656 New
SIAS
433
Shine Investment Advisory Services
Colorado
$72K – – –
BCA
434
Berman Capital Advisors
Georgia
$72K +$71.2K +650 New
SSB
435
Sandy Spring Bank
Maryland
$69K +$1.21K +11 +2%
MRCM
436
M&R Capital Management
New Jersey
$68K – – –
CFD
437
Creative Financial Designs
Indiana
$62K +$3.5K +32 +6%
FCA
438
FinTrust Capital Advisors
South Carolina
$54K +$2.08K +19 +4%
SFSIG
439
San Francisco Sentry Investment Group
California
$53K – – –
DWM
440
Doyle Wealth Management
Florida
$53K +$52.2K +477 New
BWM
441
BerganKDV Wealth Management
Minnesota
$49K – – –
CCM
442
Cribstone Capital Management
Maine
$49K +$876 +8 +2%
HDIM
443
Hanson & Doremus Investment Management
Vermont
$49K +$2.96K +27 +7%
CWA
444
Clarus Wealth Advisors
Arizona
$49K +$21K +192 +77%
EFSCE
445
Enterprise Financial Services Corp (EFSC)
Missouri
$42K -$986 -9 -2%
IF
446
Ironwood Financial
Arizona
$41K – – –
CFN
447
Cordasco Financial Network
Florida
$40K – – –
CB
448
Community Bank
New York
$39K – – –
GEA
449
Glen Eagle Advisors
New Jersey
$38.4K – – –
LIA
450
LS Investment Advisors
Michigan
$36K – – –