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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QCG
701
Quadrant Capital Group
Ohio
$6K +$565 +4 +11%
CAAS
702
Capital Asset Advisory Services
Michigan
$5K -$15.4K -109 -76%
CWC
703
Carolinas Wealth Consulting
North Carolina
$5K – – –
LF
704
Lee Financial
Texas
$5K – – –
TAM
705
Townsend Asset Management
North Carolina
$5K – – –
JMF
706
Johnson Midwest Financial
Iowa
$5K +$4.66K +33 New
TFM
707
TFC Financial Management
Massachusetts
$5K +$4.95K +35 New
BCA
708
Berman Capital Advisors
Georgia
$4K – – –
JWA
709
JFS Wealth Advisors
Pennsylvania
$4K – – –
FCA
710
FinTrust Capital Advisors
South Carolina
$3K – – –
FF
711
FourThought Financial
Florida
$3K – – –
LWANC
712
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
IBOK
713
Independence Bank of Kentucky
Kentucky
$2K +$1.98K +14 New
AIA
714
Arcadia Investment Advisors
Idaho
$1.55K – – –
HFS
715
Hantz Financial Services
Michigan
$1K +$707 +5 New
APWA
716
Atlas Private Wealth Advisors
New Jersey
$1K +$848 +6 New
LWM
717
Liberty Wealth Management
California
$1K +$848 +6 New
ADL
718
Asset Dedication LLC
California
$1K +$1.41K +10 New
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