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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
901
Endurance Wealth Management
Rhode Island
$3K +$3.09K +23 New
VCM
902
Versant Capital Management
Arizona
$2.98K – – –
AA
903
Addison Advisors
Vermont
$2.71K – – –
PP
904
PFS Partners
New Jersey
$2.11K +$134 +1 +7%
CAS
905
Coppell Advisory Solutions
Texas
$2.03K +$2.01K +15 New
CASC
906
Coppell Advisory Solutions Corp
Texas
$2.03K +$2.01K +15 New
MM
907
Main Management
California
$2K -$1.34K -10 -38%
MIM
908
Macroview Investment Management
Maryland
$1.89K – – –
FSWA
909
Financial Synergies Wealth Advisors
Texas
$1.68K – – –
ZIG
910
Zullo Investment Group
Pennsylvania
$1.62K – – –
AIA
911
Arcadia Investment Advisors
Idaho
$1.49K – – –
KOMWMG
912
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1K +$671 +5 New
GWSA
913
Global Wealth Strategies & Associates
Colorado
$947 +$939 +7 New
CCM
914
Cribstone Capital Management
Maine
$236 -$134 -1 -33%
FIM
915
FWL Investment Management
Texas
$135 – – –
LOIP
916
Live Oak Investment Partners
Texas
$135 – – –
Toronto Dominion Bank
917
Toronto Dominion Bank
Ontario, Canada
– -$4.87M -40,000 Closed
KCM
918
Karp Capital Management
California
– -$2.46M -20,243 Closed
MA
919
MUFG Americas
New York
– -$2.31M -18,993 Closed
Susquehanna International Group
920
Susquehanna International Group
Pennsylvania
– -$2.41M -17,948 Closed
NWM
921
Northwest Wealth Management
Iowa
– -$788K -6,474 Closed
DAM
922
Derbend Asset Management
Georgia
– -$741K -6,088 Closed
Millennium Management
923
Millennium Management
New York
– -$687K -5,644 Closed
SLA
924
Silver Lake Advisory
Utah
– -$468K -3,842 Closed
TSW
925
Thompson Siegel & Walmsley
Virginia
– -$454K -3,731 Closed