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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Personal Capital Advisors
476
Personal Capital Advisors
California
$544K -$193K -1,425 -24%
FFS
477
Founders Financial Securities
Maryland
$539K +$599K +4,425 New
Lido Advisors
478
Lido Advisors
California
$535K +$80.8K +597 +16%
NSIM
479
North Star Investment Management
Illinois
$531K +$1.62K +12 +0.3%
NorthRock Partners
480
NorthRock Partners
Minnesota
$528K -$58.6K -433 -9%
MF
481
Meridian Financial
Massachusetts
$527K +$40.2K +297 +7%
SVWAG
482
Sound View Wealth Advisors Group
Georgia
$524K +$16.7K +123 +3%
SW
483
SVB Wealth
Massachusetts
$522K +$10.6K +78 +2%
Simon Quick Advisors
484
Simon Quick Advisors
New Jersey
$520K +$84.7K +626 +17%
Bessemer Group
485
Bessemer Group
New Jersey
$519K -$4.2K -31 -0.7%
IEQ Capital
486
IEQ Capital
California
$519K +$5.96K +44 +1%
Regions Financial Corp
487
Regions Financial Corp
Alabama
$518K -$6.23K -46 -1%
ODIJL
488
One Day In July LLC
Vermont
$516K +$1.08K +8 +0.2%
SWM
489
SeaCrest Wealth Management
New York
$510K +$12.3K +91 +2%
EFL
490
ERn Financial LLC
Wisconsin
$509K -$50.2K -371 -8%
NL
491
NWAM LLC
Washington
$495K -$134K -992 -20%
MFS
492
McNamara Financial Services
Massachusetts
$494K -$13.8K -102 -2%
AllianceBernstein
493
AllianceBernstein
Tennessee
$494K +$104K +769 +23%
Apollon Wealth Management
494
Apollon Wealth Management
South Carolina
$488K +$16.2K +120 +3%
TC
495
TownSquare Capital
Utah
$487K +$38.4K +284 +8%
AIC
496
Archer Investment Corporation
Indiana
$485K -$52.5K -388 -9%
NFP
497
Narus Financial Partners
Utah
$485K -$192K -1,416 -26%
GPA
498
Garrison Point Advisors
California
$483K – – –
Calamos Wealth Management
499
Calamos Wealth Management
Illinois
$482K +$9.48K +70 +2%
CF
500
Centaurus Financial
California
$477K +$406 +3 +0.1%