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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
WESPAC Advisors
California
$576K +$568K +7,859 New
FHA
77
First Horizon Advisors
Tennessee
$566K +$558K +7,722 New
JMPWA
78
JP Morgan Private Wealth Advisors
California
$565K -$400K -5,535 -42%
FMII
79
Farmers & Merchants Investments Inc
Nebraska
$534K +$12.9K +179 +3%
CAN
80
Cetera Advisor Networks
California
$501K +$59.4K +822 +14%
CS
81
Credit Suisse
Switzerland
$483K +$477K +6,598 New
PI
82
Placemark Investments
Illinois
$478K +$111K +1,540 +31%
ICOA
83
Investment Centers of America
North Dakota
$451K +$85.4K +1,182 +24%
DADC
84
D.A. Davidson & Co
Montana
$450K +$320K +4,427 +257%
RBC
85
Ronald Blue & Co
Georgia
$430K +$171K +2,371 +68%
JP Morgan Chase
86
JP Morgan Chase
New York
$411K +$4.41K +61 +1%
WTNA
87
Wilmington Trust National Association
Delaware
$410K -$706K -9,775 -64%
CWM
88
Concert Wealth Management
California
$377K +$122K +1,692 +49%
HNB
89
Huntington National Bank
Ohio
$340K – – –
ICAS
90
Investors Capital Advisory Services
Massachusetts
$318K +$314K +4,354 New
IH
91
IFC Holdings
Florida
$316K -$2.67K -37 -0.9%
ABC
92
Associated Banc-Corp
Wisconsin
$309K +$305K +4,221 New
CIC
93
Cornercap Investment Counsel
Georgia
$300K – – –
SYBT
94
Stock Yards Bank & Trust
Kentucky
$290K -$854K -11,817 -75%
PWAG
95
Polaris Wealth Advisory Group
California
$289K +$83.8K +1,160 +42%
HFS
96
HL Financial Services
Kentucky
$280K -$63.9K -885 -19%
SCM
97
SOL Capital Management
Maryland
$272K +$268K +3,715 New
KWMG
98
King Wealth Management Group
Florida
$256K +$253K +3,500 New
OIA
99
Optimum Investment Advisors
Illinois
$255K +$252K +3,487 New
SSI
100
Scott & Selber Inc
Texas
$234K – – –