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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
651
Baldrige Asset Management
Pennsylvania
$29K +$29.1K +206 New
FCM
652
Firestone Capital Management
Florida
$28K – – –
PIP
653
Peachtree Investment Partners
Florida
$28K – – –
PC
654
Pecaut & Co
Iowa
$28K +$28K +198 New
DOA
655
D'Orazio & Associates
Virginia
$27K – – –
IF
656
Ironwood Financial
Arizona
$25K – – –
SMA
657
Sage Mountain Advisors
Georgia
$25K +$141 +1 +0.6%
EWM
658
Evermay Wealth Management
Virginia
$25K +$24.9K +176 New
BHWM
659
Bay Harbor Wealth Management
Maryland
$23K – – –
MIM
660
MTM Investment Management
South Carolina
$23K – – –
AIP
661
Ameritas Investment Partners
Nebraska
$23K +$10.7K +76 +84%
SIC
662
Salem Investment Counselors
North Carolina
$22K – – –
FI
663
Financial Insights
Washington
$21.1K +$21.2K +150 New
AIM
664
Anchor Investment Management
South Carolina
$21.1K – – –
Simplex Trading
665
Simplex Trading
Illinois
$20K -$17.9K -127 -46%
APC
666
Aspire Private Capital
North Carolina
$20K -$13.4K -95 -41%
GTAM
667
Global Trust Asset Management
Florida
$18K – – –
GA
668
GoalVest Advisory
New York
$18K +$18.5K +131 New
AF
669
Affiance Financial
Minnesota
$17K +$9.19K +65 +112%
HFS
670
Horizon Financial Services
North Carolina
$17K +$16.8K +119 New
CWA
671
Carolina Wealth Advisors
South Carolina
$16K -$4.52K -32 -22%
BA
672
Bellwether Advisors
Nebraska
$16K – – –
VRM
673
Vectors Research Management
New York
$16K – – –
SFC
674
SYM Financial Corp
Indiana
$16K +$15.7K +111 New
COCM
675
Charter Oak Capital Management
New Hampshire
$15K +$12.3K +87 +483%