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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
101
Ronald Blue & Co
Georgia
$1.06M
CA
102
Cetera Advisors
Colorado
$1.04M -$285K -3,261 -22%
PAI
103
Pittenger & Anderson Inc
Nebraska
$1.02M +$1,000K +11,435 New
CWM
104
Concert Wealth Management
California
$997K +$346K +3,953 +55%
BP
105
Ballentine Partners
Massachusetts
$959K
Millennium Management
106
Millennium Management
New York
$947K +$926K +10,590 New
KFA
107
Kays Financial Advisory
Georgia
$936K
ICOA
108
Investment Centers of America
North Dakota
$931K -$57.3K -656 -6%
FFA
109
Fragasso Financial Advisors
Pennsylvania
$899K +$43.5K +498 +5%
ST
110
Smithfield Trust
Pennsylvania
$898K +$6.99K +80 +0.8%
NAMP
111
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$881K
LIM
112
Leavell Investment Management
Alabama
$855K +$836K +9,566 New
KWMG
113
King Wealth Management Group
Florida
$843K +$130K +1,488 +19%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$841K +$79.5K +909 +11%
HCM
115
Howland Capital Management
Massachusetts
$807K
CAN
116
Cetera Advisor Networks
California
$791K -$433K -4,948 -36%
JFG
117
JMG Financial Group
Illinois
$786K +$6.47K +74 +0.8%
CAL
118
Capital Advisors Ltd
Ohio
$780K
CCA
119
Checchi Capital Advisers
California
$780K +$96.4K +1,103 +14%
V
120
Veritable
Delaware
$766K -$97.5K -1,116 -12%
BBA
121
BLB&B Advisors
Pennsylvania
$765K -$8.74K -100 -1%
JMPWA
122
JP Morgan Private Wealth Advisors
California
$762K +$87 +1 +0%
NES
123
New England Securities
New York
$737K +$428K +4,901 +147%
FA
124
FDx Advisors
Illinois
$720K +$4.11K +47 +0.6%
AIA
125
AIMZ Investment Advisors
California
$714K +$697K +7,979 New