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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
826
Thompson Siegel & Walmsley
Virginia
$106K -$29.4K -219 -23%
SMA
827
Sage Mountain Advisors
Georgia
$105K +$90.9K +677 +1,382%
HBW
828
Hazlett, Burt & Watson
West Virginia
$105K – – –
B
829
Birchbrook
Maine
$97.2K +$90K +670 New
BWM
830
Baystate Wealth Management
Massachusetts
$94.3K +$672 +5 +0.8%
ADL
831
Asset Dedication LLC
California
$94K – – –
BCWM
832
Bartlett & Co Wealth Management
Ohio
$91.2K +$43K +320 +104%
BC
833
Bartlett & Co
Ohio
$91K +$43K +320 +104%
GEA
834
Glen Eagle Advisors
New Jersey
$90K -$4.3K -32 -5%
MRCM
835
M&R Capital Management
New Jersey
$89.2K – – –
PFA
836
Pathway Financial Advisers
Indiana
$88.4K +$403 +3 +0.5%
FFA
837
Frazier Financial Advisors
Ohio
$87.3K +$80.9K +602 New
TIM
838
Tortoise Investment Management
New York
$83.7K +$10.9K +81 +16%
RG
839
Retirement Group
California
$82.8K -$2.15K -16 -3%
CI
840
Cordant Inc
Oregon
$79.3K – – –
BCMLT
841
Beacon Capital Management LLC (Tennessee)
Tennessee
$77.8K +$806 +6 +1%
CWM
842
Cedar Wealth Management
California
$77.4K +$4.57K +34 +7%
First Manhattan
843
First Manhattan
New York
$74K +$9.94K +74 +17%
AIA
844
Armor Investment Advisors
North Carolina
$71.8K – – –
FCAS
845
First Command Advisory Services
Texas
$70.8K – – –
TWM
846
Tradition Wealth Management
Minnesota
$70K +$5.51K +41 +9%
DSC
847
Duncker Streett & Co
Missouri
$67.4K – – –
MIA
848
MeadowBrook Investment Advisors
Michigan
$66K +$61.1K +455 New
CB
849
Community Bank
New York
$65.8K – – –
FFA
850
Founders Financial Alliance
North Carolina
$63.4K – – –