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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
526
Bay Colony Advisors
Massachusetts
$827K -$20.4K -121 -2%
Empower Advisory Group
527
Empower Advisory Group
Colorado
$820K -$58.5K -347 -6%
NSIM
528
North Star Investment Management
Illinois
$817K +$6.41K +38 +0.8%
JWA
529
JFS Wealth Advisors
Pennsylvania
$811K
HIP
530
HUB Investment Partners
Texas
$805K -$32.6K -193 -4%
PB
531
Pinnacle Bancorp
Nebraska
$794K +$40.1K +238 +5%
Kovitz Investment Group Partners
532
Kovitz Investment Group Partners
Illinois
$789K +$823K +4,878 New
CD
533
Chapin Davis
Maryland
$786K
FHA
534
Flagship Harbor Advisors
Massachusetts
$783K -$33.1K -196 -4%
WMA
535
William Mack & Associates
Michigan
$779K +$812K +4,815 New
AB
536
Atlas Brown
Kentucky
$777K +$843 +5 +0.1%
SWM
537
SeaCrest Wealth Management
New York
$773K
CPRC
538
Consolidated Portfolio Review Corp
New York
$767K +$38.8K +230 +5%
SCM
539
Spreng Capital Management
Ohio
$766K +$67.1K +398 +9%
CT
540
Colonial Trust
South Carolina
$766K +$50.6K +300 +7%
FMII
541
Farmers & Merchants Investments Inc
Nebraska
$765K
WWA
542
Wingate Wealth Advisors
Massachusetts
$764K +$797K +4,725 New
HP
543
Holistic Planning
Texas
$764K +$5.9K +35 +0.7%
MW
544
Marcum Wealth
Ohio
$760K +$155K +920 +24%
NW
545
NewEdge Wealth
Pennsylvania
$759K +$41K +243 +5%
TPCW
546
TD Private Client Wealth
New York
$758K -$219K -1,300 -22%
PWMA
547
Pension & Wealth Management Advisors
Massachusetts
$758K +$38.3K +227 +5%
FFA
548
Founders Financial Alliance
North Carolina
$755K +$713K +4,227 +967%
HNB
549
Huntington National Bank
Ohio
$750K
WI
550
WrapManager Inc
California
$739K -$11.6K -69 -1%