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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
551
FinTrust Capital Advisors
South Carolina
$2K
LWANC
552
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
OIA
553
Optimum Investment Advisors
Illinois
$2K
SIS
554
Sound Income Strategies
Florida
$2K
TAM
555
Townsend Asset Management
North Carolina
$2K
CFB
556
Cullen/Frost Bankers
Texas
$2K +$2.02K +22 New
EC
557
Estate Counselors
Wisconsin
$2K +$2.29K +25 New
SCA
558
Stonebridge Capital Advisors
Minnesota
$2K +$2.38K +26 New
RWG
559
Regal Wealth Group
California
$1K
FWM
560
Filbrandt Wealth Management
Wisconsin
$1K +$642 +7 New
IFAM
561
Institutional & Family Asset Management
Colorado
$1K +$1.19K +13 New
TCM
562
TD Capital Management
Tennessee
$1K +$1.28K +14 New
MFG
563
Magnus Financial Group
New York
-$4.59M -56,428 Closed
Susquehanna International Group
564
Susquehanna International Group
Pennsylvania
-$4.05M -44,137 Closed
KAH
565
Kathryn A. Hall
-$975K -12,000 Closed
3F
566
360 Financial
Minnesota
-$833K -10,246 Closed
GAM
567
Gemmer Asset Management
California
-$682K -8,390 Closed
PWAC
568
Private Wealth Advisors (California)
California
-$653K -8,027 Closed
PFA
569
Professional Financial Advisors
Nebraska
-$699K -7,631 Closed
MFG
570
MidWestOne Financial Group
Iowa
-$597K -7,341 Closed
KCM
571
Kennedy Capital Management
Missouri
-$585K -7,196 Closed
OLA
572
Oliver Luxxe Assets
New Jersey
-$593K -6,800 Closed
RWP
573
RWA Wealth Partners
Massachusetts
-$498K -6,125 Closed
BSW
574
Buckingham Strategic Wealth
Missouri
-$488K -6,001 Closed
BFPW
575
BOK Financial Private Wealth
Colorado
-$487K -5,997 Closed