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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
451
Disciplined Investments
Oklahoma
$58K -$134K -1,241 -64%
BlackRock
452
BlackRock
New York
$56K -$52.6K -488 -41%
CIAS
453
CBIZ Investment Advisory Services
Ohio
$56K
PFBT
454
Parkside Financial Bank & Trust
Missouri
$54K +$64.5K +599 +951%
Bank Julius Baer & Co
455
Bank Julius Baer & Co
Switzerland
$53K +$70.1K +651 New
BCA
456
Berman Capital Advisors
Georgia
$52K
MRCM
457
M&R Capital Management
New Jersey
$49K
TCOV
458
Trust Company of Vermont
Vermont
$46K +$38.3K +356 +172%
VRM
459
Vectors Research Management
New York
$44K -$29.8K -277 -34%
JCM
460
Jacobi Capital Management
Pennsylvania
$44K -$28.4K -264 -33%
1IA
461
1834 Investment Advisors
Wisconsin
$43K -$19.9K -185 -26%
RFA
462
Reilly Financial Advisors
California
$42K
EWM
463
EPG Wealth Management
Georgia
$41K -$5.17K -48 -9%
CCM
464
Cox Capital Management
Massachusetts
$39K +$35.5K +330 New
BWM
465
BerganKDV Wealth Management
Minnesota
$36K
HDIM
466
Hanson & Doremus Investment Management
Vermont
$36K
AT
467
Arden Trust
Delaware
$36K +$47.4K +440 New
CB
468
Community Bank
New York
$29K
CFN
469
Cordasco Financial Network
Florida
$29K
BEI
470
Benjamin Edwards Inc
Missouri
$29K +$23.9K +222 +171%
KTC
471
Kistler-Tiffany Companies
Pennsylvania
$28K
TSW
472
Thompson Siegel & Walmsley
Virginia
$28K +$34.4K +319 +1,519%
GEA
473
Glen Eagle Advisors
New Jersey
$26.3K -$22.8K -212 -40%
CAAS
474
Capital Asset Advisory Services
Michigan
$26K -$204K -1,893 -86%
LIA
475
LS Investment Advisors
Michigan
$26K