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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
576
Sequoia Financial Advisors
Ohio
$416K -$21.2K -153 -5%
SIC
577
Salem Investment Counselors
North Carolina
$413K +$5.82K +42 +1%
FB
578
First Bancorp
Maine
$413K – – –
IAG
579
Investmark Advisory Group
Connecticut
$409K +$433K +3,123 New
CHJWM
580
Carlton Hofferkamp & Jenks Wealth Management
Texas
$403K – – –
DAS
581
Dynamic Advisor Solutions
Arizona
$402K -$11.6K -84 -3%
MFA
582
McClarren Financial Advisors
Pennsylvania
$400K +$2.35K +17 +0.6%
AWM
583
Apollon Wealth Management
South Carolina
$397K -$39.3K -284 -9%
PB
584
Pinnacle Bancorp
Nebraska
$397K -$3.05K -22 -0.7%
LPAM
585
Lodestar Private Asset Management
California
$396K -$4.85K -35 -1%
PA
586
Parallel Advisors
California
$393K -$80.9K -584 -16%
SSI
587
Scott & Selber Inc
Texas
$393K – – –
BIAS
588
Beacon Investment Advisory Services
New Jersey
$393K – – –
VF
589
VitalStone Financial
Texas
$392K – – –
ORC
590
O'Rourke & Company
Massachusetts
$392K +$10.9K +79 +3%
TFGT
591
TS Financial Group (TSFG)
Illinois
$389K – – –
NB
592
Northwest Bancshares
Pennsylvania
$389K -$91.3K -659 -18%
VCM
593
Virtue Capital Management
Tennessee
$386K – – –
KA
594
Klingman & Associates
New York
$384K -$693 -5 -0.2%
IFWM
595
Institute for Wealth Management
Colorado
$383K +$122K +878 +43%
PTC
596
Private Trust Company
Ohio
$381K -$20.8K -150 -5%
WB
597
WesBanco Bank
West Virginia
$380K -$3.6K -26 -0.9%
FLPIM
598
F.L. Putnam Investment Management
Massachusetts
$380K +$22.9K +165 +6%
PFA
599
Professional Financial Advisors
Nebraska
$380K +$1.66K +12 +0.4%
RJT
600
Raymond James Trust
Florida
$378K – – –