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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
801
Bessemer Group
New Jersey
$209K
WI
802
Wintrust Investments
Illinois
$209K
M&T Bank
803
M&T Bank
New York
$209K +$210K +1,387 New
SFP
804
Shepherd Financial Partners
Massachusetts
$209K +$10K +66 +5%
ACA
805
Anchor Capital Advisors
Massachusetts
$208K +$210K +1,385 New
RSWA
806
Robinson Smith Wealth Advisors
Maine
$208K +$5.01K +33 +2%
GIP
807
Greatmark Investment Partners
Georgia
$206K
SIG
808
Sargent Investment Group
Maryland
$206K -$501K -3,300 -71%
RAM
809
Redmond Asset Management
Virginia
$205K +$207K +1,361 New
QCM
810
Quantinno Capital Management
New York
$204K
LFG
811
Larson Financial Group
Missouri
$204K -$6.68K -44 -3%
MA
812
Marquette Associates
Illinois
$203K -$50.8K -335 -20%
AAS
813
Asset Allocation Strategies
Michigan
$202K -$16.8K -111 -8%
GHAM
814
Gilman Hill Asset Management
Connecticut
$201K -$12.3K -81 -6%
PG
815
Proffitt & Goodson
Tennessee
$199K
CTA
816
Colonial Trust Advisors
South Carolina
$193K
NRC
817
New Republic Capital
North Carolina
$188K
PFBT
818
Parkside Financial Bank & Trust
Missouri
$185K +$3.04K +20 +2%
ATC
819
Advantage Trust Company
Kansas
$184K
WFA
820
Wells Financial Advisors
Massachusetts
$183K
PCFFS
821
Pacific Center for Financial Services
California
$181K -$56.9K -375 -24%
BCWM
822
Bartlett & Co Wealth Management
Ohio
$159K +$455 +3 +0.3%
JGIA
823
Jackson Grant Investment Advisers
Connecticut
$158K +$910 +6 +0.6%
FFA
824
Farther Finance Advisors
California
$150K +$53.3K +351 +54%
IAIM
825
International Assets Investment Management
Florida
$148K +$150K +986 New