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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
126
Ironsides Asset Advisors
North Carolina
$2.58M +$980K +9,335 +53%
FAIM
127
Financial Advocates Investment Management
Washington
$2.52M +$91.3K +870 +3%
BFEC
128
Benjamin F. Edwards & Company
Missouri
$2.51M +$368K +3,501 +15%
LC
129
Lubar & Co
Wisconsin
$2.51M – – –
SPC
130
Sigma Planning Corp
Michigan
$2.49M +$245K +2,331 +10%
IWS
131
Insight Wealth Strategies
California
$2.46M +$2.72M +25,874 New
UOTTAIMCU
132
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.45M – – –
LFS
133
Lutz Financial Services
Nebraska
$2.43M +$2.68M +25,528 New
APA
134
American Portfolios Advisors
New York
$2.41M +$381K +3,626 +17%
DADC
135
D.A. Davidson & Co
Montana
$2.41M +$17.1K +163 +0.6%
Mariner
136
Mariner
Kansas
$2.4M -$21.1K -201 -0.8%
NFG
137
Next Financial Group
Texas
$2.34M +$2.55M +24,265 +7,137%
CB
138
Commerce Bank
Missouri
$2.34M +$493K +4,699 +24%
RIA
139
Regal Investment Advisors
Michigan
$2.28M +$33.7K +321 +1%
Jane Street
140
Jane Street
New York
$2.24M +$2.46M +23,476 New
BOH
141
Bank of Hawaii
Hawaii
$2.19M +$1.59M +15,182 +194%
MAFM
142
Mid Atlantic Financial Management
Pennsylvania
$2.12M +$2.34M +22,255 New
WLIM
143
White Lighthouse Investment Management
Massachusetts
$2.11M +$70.7K +673 +3%
FAAS
144
First Allied Advisory Services
California
$2.08M +$71.3K +679 +3%
APSP
145
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.06M +$3.46K +33 +0.2%
BC
146
Burleson & Co
California
$2.06M +$159K +1,514 +9%
AF
147
Advisornet Financial
Minnesota
$2.05M -$459K -4,375 -17%
DE
148
Day & Ennis
Georgia
$2.02M +$117K +1,110 +6%
RFO
149
RiverGlades Family Offices
Florida
$2.02M +$2.23M +21,248 New
CI
150
CX Institutional
Indiana
$2.01M +$405K +3,854 +22%