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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
126
StrategIQ Financial Group
Indiana
$1.06M +$53.6K +579 +5%
CAN
127
Cetera Advisor Networks
California
$1.04M +$211K +2,277 +26%
NFC
128
Northeast Financial Consultants
Connecticut
$1.03M -$156K -1,686 -13%
CA
129
Cetera Advisors
Colorado
$1.02M +$46.6K +504 +5%
BP
130
Ballentine Partners
Massachusetts
$1M
NAMP
131
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$992K -$32.4K -350 -3%
IA
132
IFP Advisors
Florida
$989K -$49.5K -535 -5%
SI
133
SII Investments
Wisconsin
$974K +$39K +421 +4%
KWMG
134
King Wealth Management Group
Florida
$970K +$7.22K +78 +0.8%
UCFA
135
United Capital Financial Advisors
Texas
$946K -$39.2K -424 -4%
CAL
136
Capital Analysts LLC
Pennsylvania
$937K -$286K -3,093 -24%
FMWA
137
Forvis Mazars Wealth Advisors
Missouri
$936K +$402K +4,342 +77%
ATC
138
Argent Trust Co
Tennessee
$916K -$18.1K -196 -2%
JFG
139
JMG Financial Group
Illinois
$897K -$19.9K -215 -2%
SCA
140
Stillwater Capital Advisors
Pennsylvania
$883K +$391K +4,223 +81%
ABC
141
Associated Banc-Corp
Wisconsin
$882K -$6.01K -65 -0.7%
CCA
142
Checchi Capital Advisers
California
$881K +$360K +3,887 +70%
WI
143
WrapManager Inc
California
$867K +$2.13K +23 +0.2%
HCM
144
Howland Capital Management
Massachusetts
$844K
RCAG
145
Rehmann Capital Advisory Group
Michigan
$843K -$3.47M -37,500 -81%
DCM
146
Donaldson Capital Management
Indiana
$843K +$36.4K +393 +5%
GAM
147
Gemmer Asset Management
California
$842K
NPC
148
National Planning Corporation
California
$838K +$3.24K +35 +0.4%
BWM
149
Braver Wealth Management
Massachusetts
$826K -$20.5K -222 -2%
CAL
150
Capital Advisors Ltd
Ohio
$801K