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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
476
Jane Street
New York
$530K +$517K +3,523 New
TFA
477
TPG Financial Advisors
Oregon
$529K -$26K -177 -5%
SAM
478
S.A. Mason
Michigan
$522K -$734 -5 -0.1%
GWM
479
Geneos Wealth Management
Colorado
$519K +$62.6K +426 +14%
BTWM
480
Baker Tilly Wealth Management
Wisconsin
$514K
IWC
481
Integrated Wealth Concepts
Massachusetts
$513K -$25.7K -175 -5%
CIBC World Market
482
CIBC World Market
Ontario, Canada
$513K -$5.87K -40 -1%
BRWM
483
B. Riley Wealth Management
Tennessee
$502K +$40.2K +274 +9%
SRC
484
Sage Rhino Capital
California
$502K +$491K +3,341 New
COF
485
Capital One Financial
Virginia
$501K
EVC
486
Eidelman Virant Capital
Missouri
$500K +$27.2K +185 +6%
AA
487
Ancora Advisors
Ohio
$496K +$31.6K +215 +7%
AT
488
American Trust
Kentucky
$496K +$484K +3,298 New
KA
489
Klingman & Associates
New York
$490K
FA
490
FC Advisory
Pennsylvania
$489K -$27.8K -189 -5%
DI
491
Disciplined Investments
Oklahoma
$485K -$2.64K -18 -0.6%
BCWM
492
Bartlett & Co Wealth Management
Ohio
$484K
BC
493
Bartlett & Co
Ohio
$484K
VCM
494
Virtue Capital Management
Tennessee
$481K +$470K +3,200 New
OCM
495
One Capital Management
California
$479K +$15K +102 +3%
WB
496
WesBanco Bank
West Virginia
$478K +$13.4K +91 +3%
BCP
497
Berkeley Capital Partners
Georgia
$477K -$15.9K -108 -3%
WCAMG
498
Woodard & Company Asset Management Group
North Carolina
$476K -$14.1K -96 -3%
PPA
499
Parametric Portfolio Associates
Washington
$470K +$9.1K +62 +2%
AA
500
Argent Advisors
Louisiana
$466K