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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
426
Baker Ellis Asset Management
Washington
$1.09M -$658K -4,900 -39%
PCM
427
Parsons Capital Management
Rhode Island
$1.07M +$52.1K +388 +6%
CAL
428
Capital Advisors Ltd
Ohio
$1.07M
TDWM
429
Topel & Distasi Wealth Management
California
$1.07M
AT
430
American Trust
Kentucky
$1.06M +$145K +1,076 +17%
IFWM
431
Institute for Wealth Management
Colorado
$1.06M +$589K +4,385 +150%
KWAG
432
Kiely Wealth Advisory Group
North Carolina
$1.06M +$988K +7,356 New
CCFM
433
Clear Creek Financial Management
Washington
$1.06M +$980K +7,295 New
JIC
434
Johnson Investment Counsel
Ohio
$1.05M +$90.8K +676 +10%
TFS
435
Thoroughbred Financial Services
Tennessee
$1.04M -$241K -1,796 -20%
UCFA
436
United Capital Financial Advisors
Texas
$1.04M -$3.13M -23,268 -76%
OC
437
Oppenheimer & Co
New York
$1.03M +$438K +3,262 +85%
Financial Engines Advisors
438
Financial Engines Advisors
California
$1.03M +$47.7K +355 +5%
WH
439
Willner & Heller
California
$1.02M +$942K +7,013 New
RWP
440
Revolve Wealth Partners
New Jersey
$1.02M -$45.8K -341 -5%
TCOV
441
Trust Company of Vermont
Vermont
$1.02M -$45.1K -336 -5%
LFAS
442
Level Four Advisory Services
Texas
$1.01M +$50.1K +373 +6%
NPFS
443
Novak & Powell Financial Services
Florida
$1,000K +$924K +6,883 New
ZF
444
Zhang Financial
Michigan
$993K +$3.9K +29 +0.4%
WTC
445
WhitTier Trust Company
Nevada
$992K -$52.5K -391 -5%
BSW
446
Buckingham Strategic Wealth
Missouri
$991K -$429K -3,196 -32%
9WM
447
9258 Wealth Management
Ohio
$974K -$63.3K -471 -7%
TPCW
448
TD Private Client Wealth
New York
$968K -$86K -640 -9%
Franklin Resources
449
Franklin Resources
California
$955K -$5.91K -44 -0.7%
AIFAIM
450
American Institute for Advanced Investment Management
Arizona
$953K