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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
551
First Manhattan
New York
$222K +$24.9K +175 +12%
OSAM
552
O'Shaughnessy Asset Management
Connecticut
$221K
OC
553
Oppenheimer & Co
New York
$220K +$6.53K +46 +3%
CTC
554
Central Trust Company
Missouri
$217K
G
555
GenTrust
Florida
$217K +$221K +1,553 New
VVP
556
Venture Visionary Partners
Ohio
$213K +$994 +7 +0.5%
AHC
557
Anderson Hoagland & Co
Missouri
$210K
SIM
558
Sonora Investment Management
Arizona
$210K +$20.9K +147 +11%
LS
559
Leelyn Smith
Illinois
$209K
EBA
560
Eagle Bay Advisors
New York
$208K +$135K +952 +178%
SL
561
SWMG LLC
Texas
$208K +$212K +1,493 New
NRI
562
NFP Retirement Inc
California
$208K -$597K -4,202 -74%
AC
563
Abbrea Capital
California
$207K
BFM
564
Broadview Financial Management
Wisconsin
$205K +$852 +6 +0.4%
CT
565
Caldwell Trust
Florida
$205K +$7.24K +51 +4%
YWP
566
YorkBridge Wealth Partners
New York
$200K -$710 -5 -0.3%
CA
567
Clearstead Advisors
Ohio
$197K +$60.1K +423 +43%
TFGT
568
TS Financial Group (TSFG)
Illinois
$195K -$2.98K -21 -1%
CI
569
Cordant Inc
Oregon
$189K -$10.5K -74 -5%
RFA
570
Reilly Financial Advisors
California
$189K +$1.71K +12 +0.9%
WFA
571
Wells Financial Advisors
Massachusetts
$187K
PFGIA
572
Patriot Financial Group Insurance Agency
Massachusetts
$175K +$85.2K +600 +92%
FPS
573
Fieldpoint Private Securities
Connecticut
$174K -$4.97K -35 -3%
RCA
574
Ranch Capital Advisors
Florida
$165K -$5.26K -37 -3%
CFFP
575
Center for Financial Planning
Michigan
$164K +$41.6K +293 +33%