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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
101
Concorde Asset Management
Michigan
$1.23M +$5.6K +62 +0.5%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$1.17M -$182K -2,015 -14%
ZB
103
Zions Bancorporation
Utah
$1.14M +$1.12M +12,425 New
NPC
104
National Planning Corporation
California
$1.11M -$201K -2,230 -16%
RBC
105
Ronald Blue & Co
Georgia
$1.09M
BP
106
Ballentine Partners
Massachusetts
$986K
SFG
107
Sage Financial Group
Pennsylvania
$986K +$969K +10,733 New
ST
108
Smithfield Trust
Pennsylvania
$969K +$44.9K +497 +5%
KFA
109
Kays Financial Advisory
Georgia
$962K
Millennium Management
110
Millennium Management
New York
$947K -$26.2K -290 -3%
VFA
111
Voya Financial Advisors
Connecticut
$939K +$920K +10,187 New
NAMP
112
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$936K +$29.8K +330 +3%
MIH
113
Madison Investment Holdings
Wisconsin
$929K -$1.6M -17,761 -64%
CA
114
Cetera Advisors
Colorado
$900K -$164K -1,820 -16%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$889K +$24.3K +269 +3%
CCA
116
Checchi Capital Advisers
California
$879K +$75.6K +837 +10%
JFG
117
JMG Financial Group
Illinois
$866K +$56.4K +625 +7%
JMPWA
118
JP Morgan Private Wealth Advisors
California
$859K +$74.5K +825 +10%
SPC
119
Sigma Planning Corp
Michigan
$833K +$604K +6,692 +283%
HCM
120
Howland Capital Management
Massachusetts
$829K
CAL
121
Capital Advisors Ltd
Ohio
$802K
KWMG
122
King Wealth Management Group
Florida
$791K -$73.6K -815 -9%
V
123
Veritable
Delaware
$787K
BBA
124
BLB&B Advisors
Pennsylvania
$786K
FA
125
FDx Advisors
Illinois
$755K +$13.6K +151 +2%