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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ES
826
Eagle Strategies
New York
– -$22.9M -176,827 Closed
EC
827
Estate Counselors
Wisconsin
– -$9.08M -70,105 Closed
Wealth Enhancement Advisory Services
828
Wealth Enhancement Advisory Services
Minnesota
– -$7.73M -58,908 Closed
E
829
Ergoteles
New York
– -$1.42M -10,961 Closed
AIP
830
Almanack Investment Partners
Pennsylvania
– -$1.26M -9,744 Closed
TC
831
Titleist Capital
Texas
– -$1.21M -9,304 Closed
IF
832
Intrua Financial
Texas
– -$1.17M -9,065 Closed
MIS
833
Morningstar Investment Services
Illinois
– -$901K -6,905 Closed
CL
834
CPWM LLC
Washington
– -$857K -6,616 Closed
NLP
835
Next Level Private
New York
– -$729K -5,625 Closed
JIC
836
Joel Isaacson & Co
New York
– -$560K -4,323 Closed
FFG
837
Ford Financial Group
California
– -$430K -3,321 Closed
BAS
838
Brown Advisory Securities
Maryland
– -$425K -3,282 Closed
BP
839
BBR Partners
New York
– -$407K -3,141 Closed
FCH
840
Freestone Capital Holdings
Washington
– -$376K -2,899 Closed
ECG
841
Edge Capital Group
Georgia
– -$345K -2,667 Closed
FNT
842
First National Trust
Pennsylvania
– -$298K -2,304 Closed
Walleye Capital
843
Walleye Capital
New York
– -$288K -2,225 Closed
SIC
844
Sterling Investment Counsel
New York
– -$286K -2,216 Closed
FCM
845
Fourpath Capital Management
Oklahoma
– -$283K -2,184 Closed
MC
846
Moors & Cabot
Massachusetts
– -$265K -2,048 Closed
FCIM
847
Fairview Capital Investment Management
California
– -$249K -1,925 Closed
KTM
848
Keeler Thomas Management
Utah
– -$237K -1,834 Closed
SWP
849
Summit Wealth Partners
Florida
– -$233K -1,801 Closed
GT
850
Greenleaf Trust
Michigan
– -$227K -1,755 Closed