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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
426
Winthrop Advisory Group
Massachusetts
$264K -$6.22K -54 -2%
MC
427
Moors & Cabot
Massachusetts
$263K +$12.4K +108 +5%
IDA
428
Intelligence Driven Advisers
California
$259K -$31.2K -271 -11%
MJRIC
429
Mogy Joel R Investment Counsel
California
$257K – – –
BWM
430
Buckley Wealth Management
Nevada
$247K – – –
Lido Advisors
431
Lido Advisors
California
$246K – – –
GSIS
432
Global Strategic Investment Solutions
Arizona
$241K +$1.73K +15 +0.7%
Prudential Financial
433
Prudential Financial
New Jersey
$241K +$233K +2,019 New
BAS
434
Brown Advisory Securities
Maryland
$239K – – –
TFS
435
Thoroughbred Financial Services
Tennessee
$239K +$231K +2,008 New
PCA
436
Personal Capital Advisors
California
$236K +$228K +1,978 New
FMII
437
Farmers & Merchants Investments Inc
Nebraska
$235K -$12.4K -108 -5%
LFAS
438
Level Four Advisory Services
Texas
$235K -$9.33K -81 -4%
SA
439
Strategic Advisors
New York
$235K -$4.26K -37 -2%
DI
440
Disciplined Investments
Oklahoma
$233K +$225K +1,951 New
BWM
441
Benchmark Wealth Management
Connecticut
$232K +$224K +1,946 New
SCM
442
Southport Capital Management
Tennessee
$231K – – –
HWA
443
Heritage Wealth Advisors
Virginia
$230K – – –
YWP
444
YorkBridge Wealth Partners
New York
$228K -$4.49K -39 -2%
BRWM
445
B. Riley Wealth Management
Tennessee
$225K +$8.3K +72 +4%
MWM
446
Meridian Wealth Management
Kentucky
$223K -$1.15K -10 -0.5%
Koshinski Asset Management
447
Koshinski Asset Management
Illinois
$223K +$217K +1,881 New
WI
448
Wintrust Investments
Illinois
$221K -$6.8K -59 -3%
EAM
449
Evanson Asset Management
California
$221K -$6.22K -54 -3%
MOS
450
MGO One Seven
Ohio
$220K +$214K +1,854 New