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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
126
D.A. Davidson & Co
Montana
$1.04M +$215K +2,459 +25%
MA
127
MUFG Americas
New York
$988K +$118K +1,353 +13%
HCIA
128
Hochman Cole Investment Advisors
Illinois
$975K +$992K +11,349 New
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$966K +$94.4K +1,080 +11%
BP
130
Ballentine Partners
Massachusetts
$922K
ST
131
Smithfield Trust
Pennsylvania
$914K -$51.1K -585 -5%
KWMG
132
King Wealth Management Group
Florida
$900K +$127K +1,448 +16%
NAMP
133
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$890K -$4.37K -50 -0.5%
FA
134
FDx Advisors
Illinois
$885K +$900K +10,298 New
IA
135
IFP Advisors
Florida
$871K +$886K +10,130 New
SPC
136
Sigma Planning Corp
Michigan
$866K +$8.66K +99 +1%
JMPWA
137
JP Morgan Private Wealth Advisors
California
$866K +$98.5K +1,127 +13%
JFG
138
JMG Financial Group
Illinois
$821K
SCA
139
Stillwater Capital Advisors
Pennsylvania
$819K +$274K +3,130 +49%
EC
140
Estate Counselors
Wisconsin
$812K +$23.6K +270 +3%
HCM
141
Howland Capital Management
Massachusetts
$775K
AIA
142
Allegis Investment Advisors
Idaho
$775K +$788K +9,017 New
GAM
143
Gemmer Asset Management
California
$774K +$634K +7,250 +414%
ABC
144
Associated Banc-Corp
Wisconsin
$765K +$66.1K +756 +9%
LPT
145
Legacy Private Trust
Wisconsin
$755K -$1.01M -11,522 -57%
CAL
146
Capital Advisors Ltd
Ohio
$750K
ICOA
147
Investment Centers of America
North Dakota
$738K -$13.1K -150 -2%
WI
148
WrapManager Inc
California
$737K +$750K +8,578 New
DCM
149
Donaldson Capital Management
Indiana
$687K +$38.8K +444 +6%
BBA
150
BLB&B Advisors
Pennsylvania
$680K