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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
151
Cetera Advisor Networks
California
$440K -$81.1K -914 -15%
V
152
Veritable
Delaware
$438K
BRWA
153
B. Riley Wealth Advisors
Florida
$436K +$54.8K +618 +13%
ICAS
154
Investors Capital Advisory Services
Massachusetts
$423K +$451K +5,088 New
JFA
155
JNBA Financial Advisors
Minnesota
$392K +$417K +4,704 New
IH
156
IFC Holdings
Florida
$379K -$196K -2,213 -33%
NCMW
157
Northern Capital Management (Wisconsin)
Wisconsin
$374K -$73.6K -830 -16%
FMWA
158
Forvis Mazars Wealth Advisors
Missouri
$366K -$141K -1,591 -27%
Brown Advisory
159
Brown Advisory
Maryland
$363K +$386K +4,355 New
GP
160
Girard Partners
Pennsylvania
$362K +$386K +4,348 New
OC
161
Oppenheimer & Co
New York
$361K
HighTower Advisors
162
HighTower Advisors
Illinois
$348K -$161K -1,813 -30%
RFC
163
Regions Financial Corp
Alabama
$347K +$169K +1,909 +85%
BRWM
164
B. Riley Wealth Management
Tennessee
$339K -$2.93K -33 -0.8%
M&T Bank
165
M&T Bank
New York
$336K +$131K +1,477 +58%
ONB
166
Old National Bancorp
Indiana
$327K -$290K -3,269 -45%
MC
167
Mathes Company
New York
$311K
NFG
168
Next Financial Group
Texas
$295K -$94K -1,060 -23%
ATC
169
Argent Trust Co
Tennessee
$290K +$86.5K +975 +39%
SSI
170
Scott & Selber Inc
Texas
$266K
SHCM
171
Stokes & Hubbell Capital Management
Louisiana
$263K +$280K +3,161 New
OIA
172
Optimum Investment Advisors
Illinois
$255K +$271K +3,060 New
FWM
173
Focused Wealth Management
New York
$254K -$5.23K -59 -2%
HIS
174
Horizon Investment Services
Indiana
$252K +$27.8K +314 +12%
US Bancorp
175
US Bancorp
Minnesota
$252K +$96.2K +1,085 +56%