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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
426
BKM Wealth Management
Wisconsin
$1.61M +$150K +858 +10%
GCM
427
Gibraltar Capital Management
Oklahoma
$1.6M +$6.65K +38 +0.4%
SHFA
428
SC&H Financial Advisors
Maryland
$1.58M +$105K +598 +7%
MA
429
MONECO Advisors
Connecticut
$1.58M +$58.5K +334 +4%
PSF
430
Pacific Sun Financial
California
$1.58M -$10.5K -60 -0.7%
SCA
431
Snowden Capital Advisors
New York
$1.57M +$21.5K +123 +1%
CIA
432
Choate Investment Advisors
Massachusetts
$1.56M
LFAS
433
Level Four Advisory Services
Texas
$1.55M +$3.5K +20 +0.2%
RFC
434
Regions Financial Corp
Alabama
$1.54M +$88.9K +508 +6%
CAG
435
Csenge Advisory Group
Florida
$1.54M -$17K -97 -1%
NL
436
NWAM LLC
Washington
$1.53M -$177K -1,013 -11%
MAFA
437
MJT & Associates Financial Advisory
Minnesota
$1.53M
FNBT
438
FineMark National Bank & Trust
Florida
$1.52M +$651K +3,721 +77%
WFAG
439
Wescott Financial Advisory Group
Pennsylvania
$1.52M -$3.15K -18 -0.2%
CCFM
440
Clear Creek Financial Management
Washington
$1.51M +$31.5K +180 +2%
TCOV
441
Trust Company of Vermont
Vermont
$1.51M -$181K -1,037 -11%
SI
442
Seeds Investor
New York
$1.51M +$17.3K +99 +1%
TSW
443
Thompson Siegel & Walmsley
Virginia
$1.5M +$1.01M +5,762 +216%
AL
444
ARWA LLC
Texas
$1.5M +$1.48M +8,429 New
EWP
445
Equity Wealth Partners
Missouri
$1.49M +$14.4K +82 +1%
GFG
446
Genesis Financial Group
New Jersey
$1.49M +$1.47M +8,384 New
MSA
447
Marino Stram & Associates
Massachusetts
$1.47M +$77.2K +441 +6%
BFA
448
Buttonwood Financial Advisors
Maryland
$1.47M +$26.4K +151 +2%
MCM
449
MidAtlantic Capital Management
Virginia
$1.47M -$13K -74 -0.9%
IA
450
IFP Advisors
Florida
$1.46M +$167K +953 +13%