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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
426
Parsons Capital Management
Rhode Island
$1.07M +$52.1K +388 +6%
CAL
427
Capital Advisors Ltd
Ohio
$1.07M – – –
TDWM
428
Topel & Distasi Wealth Management
California
$1.07M – – –
AT
429
American Trust
Kentucky
$1.06M +$145K +1,076 +17%
IFWM
430
Institute for Wealth Management
Colorado
$1.06M +$589K +4,385 +150%
KWAG
431
Kiely Wealth Advisory Group
North Carolina
$1.06M +$988K +7,356 New
CCFM
432
Clear Creek Financial Management
Washington
$1.06M +$980K +7,295 New
Johnson Investment Counsel
433
Johnson Investment Counsel
Ohio
$1.05M +$90.8K +676 +10%
TFS
434
Thoroughbred Financial Services
Tennessee
$1.04M -$241K -1,796 -20%
United Capital Financial Advisors
435
United Capital Financial Advisors
Texas
$1.04M -$3.13M -23,268 -76%
Oppenheimer & Co
436
Oppenheimer & Co
New York
$1.03M +$438K +3,262 +85%
Financial Engines Advisors
437
Financial Engines Advisors
California
$1.03M +$47.7K +355 +5%
WH
438
Willner & Heller
California
$1.02M +$942K +7,013 New
RWP
439
Revolve Wealth Partners
New Jersey
$1.02M -$45.8K -341 -5%
TCOV
440
Trust Company of Vermont
Vermont
$1.02M -$45.1K -336 -5%
Level Four Advisory Services
441
Level Four Advisory Services
Texas
$1.01M +$50.1K +373 +6%
NPFS
442
Novak & Powell Financial Services
Florida
$1,000K +$924K +6,883 New
ZF
443
Zhang Financial
Michigan
$993K +$3.9K +29 +0.4%
WhitTier Trust Company
444
WhitTier Trust Company
Nevada
$992K -$52.5K -391 -5%
Buckingham Strategic Wealth
445
Buckingham Strategic Wealth
Missouri
$991K -$429K -3,196 -32%
9WM
446
9258 Wealth Management
Ohio
$974K -$63.3K -471 -7%
TD Private Client Wealth
447
TD Private Client Wealth
New York
$968K -$86K -640 -9%
Franklin Resources
448
Franklin Resources
California
$955K -$5.91K -44 -0.7%
AIFAIM
449
American Institute for Advanced Investment Management
Arizona
$953K – – –
Smithfield Trust
450
Smithfield Trust
Pennsylvania
$947K +$320K +2,379 +57%