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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
151
Braver Wealth Management
Massachusetts
$826K -$20.5K -222 -2%
CAL
152
Capital Advisors Ltd
Ohio
$801K – – –
GWA
153
Guidant Wealth Advisors
Illinois
$750K +$751K +8,113 New
IH
154
IFC Holdings
Florida
$734K +$48.3K +522 +7%
AIM
155
Acropolis Investment Management
Missouri
$710K +$3.15K +34 +0.4%
BFEC
156
Benjamin F. Edwards & Company
Missouri
$691K +$57K +616 +9%
AIA
157
AIMZ Investment Advisors
California
$672K +$71.1K +768 +12%
BRWA
158
B. Riley Wealth Advisors
Florida
$670K -$63.3K -684 -9%
NFG
159
Next Financial Group
Texas
$658K +$374K +4,041 +135%
US Bancorp
160
US Bancorp
Minnesota
$653K +$24.5K +265 +4%
BJL
161
Brighton Jones LLC
Washington
$648K +$1.11K +12 +0.2%
BBA
162
BLB&B Advisors
Pennsylvania
$611K +$29.4K +318 +5%
SHCM
163
Stokes & Hubbell Capital Management
Louisiana
$573K +$200K +2,161 +55%
WPP
164
Whalerock Point Partners
Rhode Island
$547K +$541K +5,849 New
Manulife (Manufacturers Life Insurance)
165
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$532K +$161K +1,744 +44%
WT
166
Whittier Trust
California
$516K – – –
Vanguard Group
167
Vanguard Group
Pennsylvania
$510K -$930K -10,045 -65%
NFG
168
Nations Financial Group
Iowa
$510K -$33.2K -359 -6%
CWM
169
Cornerstone Wealth Management
Missouri
$489K +$490K +5,292 New
FMII
170
Farmers & Merchants Investments Inc
Nebraska
$485K -$14.2K -153 -3%
OC
171
Oppenheimer & Co
New York
$431K +$1.94K +21 +0.5%
HighTower Advisors
172
HighTower Advisors
Illinois
$414K -$56.8K -614 -12%
SCG
173
Sonata Capital Group
Washington
$412K +$139K +1,500 +52%
WAM
174
Wealthspire Advisors (Maryland)
Maryland
$384K +$185 +2 +0%
PPA
175
Parametric Portfolio Associates
Washington
$380K +$5.64K +61 +2%