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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
451
Bartlett & Co
Ohio
$452K
SCI
452
Stableford Capital II
Arizona
$447K +$9.47K +67 +2%
KWM
453
Kingsview Wealth Management
Oregon
$444K -$283 -2 -0.1%
CHJWM
454
Carlton Hofferkamp & Jenks Wealth Management
Texas
$444K
WCAMG
455
Woodard & Company Asset Management Group
North Carolina
$441K +$6.5K +46 +1%
GWM
456
Geneos Wealth Management
Colorado
$440K -$1.11M -7,856 -72%
WWM
457
Western Wealth Management
Colorado
$440K -$20.4K -144 -4%
BB
458
Busey Bank
Illinois
$437K +$6.64K +47 +2%
NB
459
NBT Bank
New York
$433K
PG
460
Prostatis Group
Maryland
$427K +$11.2K +79 +3%
JWM
461
Jackson Wealth Management
Florida
$424K +$23.7K +168 +6%
Cerity Partners
462
Cerity Partners
New York
$424K +$101K +716 +31%
SSI
463
Scott & Selber Inc
Texas
$422K
GJIC
464
Gamble Jones Investment Counsel
California
$421K +$2.4K +17 +0.6%
TA
465
Tiedemann Advisors
New York
$417K
CAG
466
Csenge Advisory Group
Florida
$417K +$415K +2,938 New
W
467
WealthOne
New York
$416K +$144K +1,021 +53%
FCH
468
Freestone Capital Holdings
Washington
$413K -$179K -1,270 -30%
RJT
469
Raymond James Trust
Florida
$412K +$7.63K +54 +2%
CIBC World Market
470
CIBC World Market
Ontario, Canada
$407K -$28.3K -200 -6%
WLPWM
471
Walled Lake Planning & Wealth Management
Illinois
$402K -$3.11K -22 -0.8%
KA
472
Klingman & Associates
New York
$402K
BFA
473
Beacon Financial Advisory
Ohio
$401K +$4.38K +31 +1%
NAMP
474
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$396K
MFG
475
Merit Financial Group
Georgia
$395K