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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BI
576
Berkeley Inc
Idaho
$898K – – –
NSG
577
Nalls Sherbakoff Group
Tennessee
$897K -$13.5K -70 -2%
CT
578
Colonial Trust
South Carolina
$893K – – –
CG
579
Caprock Group
Idaho
$889K – – –
RPSA
580
Richard P. Slaughter Associates
Texas
$888K -$37.9K -196 -4%
FFA
581
Founders Financial Alliance
North Carolina
$878K +$1.55K +8 +0.2%
CWM
582
Connecticut Wealth Management
Connecticut
$876K -$69.5K -359 -7%
FA
583
Financial Alternatives
California
$870K – – –
LWM
584
LightSquare Wealth Management
Michigan
$860K -$91.3K -472 -10%
CWM
585
Calamos Wealth Management
Illinois
$850K -$21.5K -111 -3%
CF
586
Centaurus Financial
California
$840K +$6.58K +34 +0.8%
FC
587
Fairscale Capital
New Hampshire
$835K +$192K +994 +31%
WWA
588
Wingate Wealth Advisors
Massachusetts
$833K -$125K -644 -13%
CWA
589
Crux Wealth Advisors
California
$829K +$3.87K +20 +0.5%
UAG
590
United Advisor Group
Ohio
$827K +$1.74K +9 +0.2%
PWMA
591
Pension & Wealth Management Advisors
Massachusetts
$824K +$2.9K +15 +0.4%
Empower Advisory Group
592
Empower Advisory Group
Colorado
$821K +$1.16K +6 +0.1%
AB
593
Atlas Brown
Kentucky
$821K -$11.6K -60 -1%
RWP
594
RWA Wealth Partners
Massachusetts
$819K +$72.6K +375 +10%
SFP
595
Strategic Financial Partners
Oregon
$817K +$30.2K +156 +4%
MF
596
Meridian Financial
Massachusetts
$816K -$18.6K -96 -2%
BCM
597
Becker Capital Management
Oregon
$810K -$82K -424 -9%
NWAG
598
Net Worth Advisory Group
Utah
$809K -$1.59M -8,221 -67%
MYIA
599
Mount Yale Investment Advisors
Colorado
$803K -$1.55K -8 -0.2%
PA
600
Pinnacle Associates
New York
$800K +$416K +2,150 +113%