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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
151
LS Investment Advisors
Michigan
$22K – – –
TIM
152
Tortoise Investment Management
New York
$22K +$21.2K +264 New
TCM
153
TD Capital Management
Tennessee
$15K +$15K +187 New
BRWM
154
B. Riley Wealth Management
Tennessee
$10K +$9.22K +115 New
JFGIW
155
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K +$8.02K +100 New
EWM
156
Evercore Wealth Management
New York
$6K – – –
PAS
157
Partnervest Advisory Services
California
$4K +$3.77K +47 New
M&T Bank
158
M&T Bank
New York
$3K – – –
AIA
159
Arrow Investment Advisors
Maryland
– -$71.6M -897,950 Closed
DWA
160
Dorsey Wright & Associates
California
– -$70.8M -897,950 Closed
SI
161
Stephens Inc
Arkansas
– -$1.2M -15,022 Closed
SFG
162
Sage Financial Group
Pennsylvania
– -$791K -9,915 Closed
VF
163
Virtu Financial
New York
– -$462K -5,796 Closed
SYBT
164
Stock Yards Bank & Trust
Kentucky
– -$315K -3,947 Closed
HFS
165
HL Financial Services
Kentucky
– -$265K -3,318 Closed
CFA
166
Camarda Financial Advisors
Florida
– -$28K -346 Closed
TFO
167
Tarbox Family Office
California
– -$27K -342 Closed
FA
168
Financial Advantage
Maryland
– -$15K -190 Closed
ACM
169
Antonetti Capital Management
Florida
– -$4K -47 Closed