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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
126
JMG Financial Group
Illinois
$795K
EC
127
Estate Counselors
Wisconsin
$764K +$814K +9,180 New
KWMG
128
King Wealth Management Group
Florida
$751K -$8.6K -97 -1%
HCM
129
Howland Capital Management
Massachusetts
$751K
JMPWA
130
JP Morgan Private Wealth Advisors
California
$745K -$34.6K -390 -4%
CAL
131
Capital Advisors Ltd
Ohio
$726K
ICOA
132
Investment Centers of America
North Dakota
$726K +$59.8K +674 +8%
ABC
133
Associated Banc-Corp
Wisconsin
$678K +$3.1K +35 +0.4%
CWM
134
Concert Wealth Management
California
$660K -$302K -3,409 -30%
BBA
135
BLB&B Advisors
Pennsylvania
$659K -$56.6K -638 -7%
AIA
136
AIMZ Investment Advisors
California
$646K -$19K -214 -3%
DCM
137
Donaldson Capital Management
Indiana
$629K +$24.4K +275 +4%
AIM
138
Acropolis Investment Management
Missouri
$621K -$47.1K -531 -7%
FMII
139
Farmers & Merchants Investments Inc
Nebraska
$597K +$6.21K +70 +1%
Barclays
140
Barclays
United Kingdom
$575K +$59.9K +675 +11%
CCA
141
Checchi Capital Advisers
California
$573K -$13.6K -153 -2%
SCA
142
Stillwater Capital Advisors
Pennsylvania
$533K +$174K +1,963 +44%
AC
143
Alexandria Capital
Virginia
$515K +$7.8K +88 +1%
WPP
144
Whalerock Point Partners
Rhode Island
$504K +$156K +1,755 +41%
YP
145
Yellowstone Partners
Idaho
$501K +$533K +6,015 New
PFA
146
Paradigm Financial Advisors
Missouri
$500K +$100K +1,129 +23%
MGIA
147
Moneta Group Investment Advisors
Missouri
$464K +$1.33K +15 +0.3%
BFEC
148
Benjamin F. Edwards & Company
Missouri
$461K -$49K -553 -9%
WT
149
Whittier Trust
California
$451K +$261K +2,940 +119%
CA
150
Cetera Advisors
Colorado
$445K -$517K -5,826 -52%