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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
126
Polaris Wealth Advisory Group
California
$151K -$158K -2,051 -52%
EFSCE
127
Enterprise Financial Services Corp (EFSC)
Missouri
$124K
NES
128
New England Securities
New York
$114K +$26.9K +349 +32%
Brown Advisory
129
Brown Advisory
Maryland
$95K +$11.5K +149 +14%
RFA
130
Reilly Financial Advisors
California
$67K
FWM
131
Focused Wealth Management
New York
$64K +$26K +337 +73%
US Bancorp
132
US Bancorp
Minnesota
$48K +$39.1K +506 +506%
EWM
133
Elite Wealth Management
Washington
$45K +$43.6K +565 New
DSC
134
Duncker Streett & Co
Missouri
$44K
RWM
135
Raffa Wealth Management
District of Columbia
$38.9K +$33.6K +435 New
FBT
136
Founders Bank & Trust
Michigan
$32K +$32.7K +424 New
CFA
137
Camarda Financial Advisors
Florida
$28K +$26.7K +346 New
TFO
138
Tarbox Family Office
California
$27K +$26.4K +342 New
LIA
139
LS Investment Advisors
Michigan
$21K
FA
140
Financial Advantage
Maryland
$15K +$14.7K +190 New
EWM
141
Evercore Wealth Management
New York
$5K
ACM
142
Antonetti Capital Management
Florida
$4K +$3.63K +47 New
M&T Bank
143
M&T Bank
New York
$3K
DS
144
DRW Securities
Illinois
-$3.65M -47,359 Closed
SI
145
SII Investments
Wisconsin
-$1.68M -21,972 Closed
Comerica Bank
146
Comerica Bank
Texas
-$1.24M -16,960 Closed
Schroder Investment Management Group
147
Schroder Investment Management Group
United Kingdom
-$873K -11,915 Closed
WTNA
148
Wilmington Trust National Association
Delaware
-$410K -5,599 Closed
CIC
149
Cornercap Investment Counsel
Georgia
-$300K -4,100 Closed
B
150
Baird
Wisconsin
-$228K -3,112 Closed