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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSF
726
Capital Squared Financial
Maryland
$510K +$47.3K +253 +10%
FCP
727
Fidelis Capital Partners
Florida
$509K – – –
TF
728
TME Financial
California
$507K -$26.3K -141 -5%
BPWM
729
Badgley Phelps Wealth Managers
Washington
$502K -$1.68K -9 -0.3%
PA
730
PFG Advisors
Arizona
$498K +$11.4K +61 +2%
MCCA
731
Mill Creek Capital Advisors
Pennsylvania
$498K -$26.2K -140 -5%
HCA
732
Harpswell Capital Advisors
Maine
$498K – – –
IFPL
733
Investments & Financial Planning LLC
Kentucky
$491K -$3.36K -18 -0.7%
GIM
734
Goelzer Investment Management
Indiana
$491K -$93.4K -500 -16%
LPAM
735
Lodestar Private Asset Management
California
$490K -$934 -5 -0.2%
Tudor Investment Corp
736
Tudor Investment Corp
Connecticut
$490K +$497K +2,658 New
S
737
SignatureFD
Georgia
$487K +$5.61K +30 +1%
QCIG
738
Quad-Cities Investment Group
Iowa
$487K -$11.2K -60 -2%
ESB
739
Essex Savings Bank
Connecticut
$485K – – –
CCC
740
Compass Capital Corp
Massachusetts
$484K – – –
CNC
741
Canandaigua National Corp
New York
$483K +$490K +2,621 New
FFL
742
Financial Freedom LLC
Ohio
$481K +$1.68K +9 +0.3%
CMP
743
Christine Messmer PC
Pennsylvania
$481K +$2.62K +14 +0.5%
EAM
744
Evanson Asset Management
California
$477K +$1.5K +8 +0.3%
CAM
745
Capital Asset Management
Colorado
$474K – – –
CCA
746
Clarity Capital Advisors
Florida
$471K +$8.22K +44 +2%
SIC
747
Sterling Investment Counsel
New York
$467K +$71K +380 +18%
RWM
748
Revisor Wealth Management
Ohio
$465K +$69.1K +370 +17%
NAMP
749
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$463K – – –
RA
750
Range Advisory
Virginia
$460K +$58.3K +312 +14%