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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
151
Gemmer Asset Management
California
$802K – – –
CAN
152
Cetera Advisor Networks
California
$788K +$84.5K +961 +12%
DCM
153
Donaldson Capital Management
Indiana
$767K +$36.5K +415 +5%
CAL
154
Capital Advisors Ltd
Ohio
$762K -$11.3K -129 -1%
Comerica Bank
155
Comerica Bank
Texas
$750K +$710K +8,076 New
BRWA
156
B. Riley Wealth Advisors
Florida
$699K +$103K +1,172 +18%
AIM
157
Acropolis Investment Management
Missouri
$673K +$2.73K +31 +0.4%
IH
158
IFC Holdings
Florida
$651K +$19.7K +224 +3%
BJL
159
Brighton Jones LLC
Washington
$616K +$967 +11 +0.2%
SAM
160
SignalPoint Asset Management
Missouri
$610K +$602K +6,845 New
BFEC
161
Benjamin F. Edwards & Company
Missouri
$603K +$2.38K +27 +0.4%
US Bancorp
162
US Bancorp
Minnesota
$598K +$144K +1,642 +32%
FCI
163
Financial Counselors Inc
Kansas
$573K +$565K +6,428 New
AIA
164
AIMZ Investment Advisors
California
$572K +$440 +5 +0.1%
BBA
165
BLB&B Advisors
Pennsylvania
$553K – – –
NFG
166
Nations Financial Group
Iowa
$517K -$116K -1,322 -19%
FMWA
167
Forvis Mazars Wealth Advisors
Missouri
$504K +$111K +1,261 +29%
HSA
168
HBK Sorce Advisory
Pennsylvania
$503K +$497K +5,648 New
AI
169
Atria Investments
North Carolina
$495K +$486K +5,528 New
CCA
170
Checchi Capital Advisers
California
$493K -$384K -4,364 -44%
WT
171
Whittier Trust
California
$491K – – –
FMII
172
Farmers & Merchants Investments Inc
Nebraska
$475K -$157K -1,781 -25%
V
173
Veritable
Delaware
$469K – – –
SCA
174
Stillwater Capital Advisors
Pennsylvania
$464K -$455K -5,168 -50%
NCMW
175
Northern Capital Management (Wisconsin)
Wisconsin
$464K +$7.04K +80 +2%