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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
501
North Star Investment Management
Illinois
$840K -$62.5K -393 -7%
MWM
502
Modern Wealth Management
Kansas
$838K +$16.9K +106 +2%
SFP
503
Strategic Financial Partners
Oregon
$819K +$15.3K +96 +2%
CWM
504
Connecticut Wealth Management
Connecticut
$816K -$13.8K -87 -2%
AB
505
Atlas Brown
Kentucky
$804K -$213K -1,341 -22%
GJIA
506
Glass Jacobson Investment Advisors
Maryland
$803K +$33.4K +210 +5%
SWM
507
SeaCrest Wealth Management
New York
$801K +$3.97K +25 +0.5%
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$793K
CD
509
Chapin Davis
Maryland
$786K +$20.2K +127 +3%
HP
510
Holistic Planning
Texas
$786K -$23.1K -145 -3%
PB
511
Pinnacle Bancorp
Nebraska
$783K -$13.4K -84 -2%
WI
512
WrapManager Inc
California
$777K -$257K -1,619 -26%
HR
513
Howe & Rusling
New York
$776K +$109K +686 +17%
SIMC
514
Squire Investment Management Company
Utah
$776K +$117K +738 +19%
AWA
515
Arete Wealth Advisors
Illinois
$761K +$41.5K +261 +6%
CPRC
516
Consolidated Portfolio Review Corp
New York
$756K +$14.6K +92 +2%
Tudor Investment Corp
517
Tudor Investment Corp
Connecticut
$756K -$2.43M -15,297 -77%
BFA
518
Buttonwood Financial Advisors
Maryland
$751K +$55K +346 +8%
CHA
519
Carmichael Hill & Associates
Maryland
$750K -$15.7K -99 -2%
PWMA
520
Pension & Wealth Management Advisors
Massachusetts
$748K -$44.2K -278 -6%
NW
521
NewEdge Wealth
Pennsylvania
$745K +$59.6K +375 +9%
CT
522
Colonial Trust
South Carolina
$744K
FNBT
523
FineMark National Bank & Trust
Florida
$738K +$700K +4,403 New
FA
524
Financial Alternatives
California
$738K
NFG
525
Nations Financial Group
Iowa
$735K -$250K -1,570 -26%