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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
701
Capital Asset Advisory Services
Michigan
$5K -$15.4K -109 -76%
CWC
702
Carolinas Wealth Consulting
North Carolina
$5K
LF
703
Lee Financial
Texas
$5K
TAM
704
Townsend Asset Management
North Carolina
$5K
JMF
705
Johnson Midwest Financial
Iowa
$5K +$4.66K +33 New
TFM
706
TFC Financial Management
Massachusetts
$5K +$4.95K +35 New
BCA
707
Berman Capital Advisors
Georgia
$4K
JWA
708
JFS Wealth Advisors
Pennsylvania
$4K
FCA
709
FinTrust Capital Advisors
South Carolina
$3K
FF
710
FourThought Financial
Florida
$3K
LWANC
711
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
IBOK
712
Independence Bank of Kentucky
Kentucky
$2K +$1.98K +14 New
AIA
713
Arcadia Investment Advisors
Idaho
$1.55K
HFS
714
Hantz Financial Services
Michigan
$1K +$707 +5 New
APWA
715
Atlas Private Wealth Advisors
New Jersey
$1K +$848 +6 New
LWM
716
Liberty Wealth Management
California
$1K +$848 +6 New
ADL
717
Asset Dedication LLC
California
$1K +$1.41K +10 New
BBHC
718
Brown Brothers Harriman & Co
New York
$242 -$131K -927 -35%
SFM
719
Signet Financial Management
New Jersey
-$3.16M -23,415 Closed
VA
720
Valmark Advisers
Ohio
-$2.4M -17,801 Closed
VFA
721
Voya Financial Advisors
Connecticut
-$2.31M -17,063 Closed
Boston Partners
722
Boston Partners
Massachusetts
-$2.24M -16,611 Closed
Legacy Financial Group (Iowa)
723
Legacy Financial Group (Iowa)
Iowa
-$1.46M -10,818 Closed
SS
724
Simplicity Solutions
Minnesota
-$1.2M -8,857 Closed
RC
725
RegentAtlantic Capital
New Jersey
-$807K -5,985 Closed