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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
151
Guidant Wealth Advisors
Illinois
$750K +$751K +8,113 New
IH
152
IFC Holdings
Florida
$734K +$48.3K +522 +7%
AIM
153
Acropolis Investment Management
Missouri
$710K +$3.15K +34 +0.4%
BFEC
154
Benjamin F. Edwards & Company
Missouri
$691K +$57K +616 +9%
AIA
155
AIMZ Investment Advisors
California
$672K +$71.1K +768 +12%
BRWA
156
B. Riley Wealth Advisors
Florida
$670K -$63.3K -684 -9%
NFG
157
Next Financial Group
Texas
$658K +$374K +4,041 +135%
US Bancorp
158
US Bancorp
Minnesota
$653K +$24.5K +265 +4%
BJL
159
Brighton Jones LLC
Washington
$648K +$1.11K +12 +0.2%
BBA
160
BLB&B Advisors
Pennsylvania
$611K +$29.4K +318 +5%
SHCM
161
Stokes & Hubbell Capital Management
Louisiana
$573K +$200K +2,161 +55%
WPP
162
Whalerock Point Partners
Rhode Island
$547K +$541K +5,849 New
Manulife (Manufacturers Life Insurance)
163
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$532K +$161K +1,744 +44%
WT
164
Whittier Trust
California
$516K
Vanguard Group
165
Vanguard Group
Pennsylvania
$510K -$930K -10,045 -65%
NFG
166
Nations Financial Group
Iowa
$510K -$33.2K -359 -6%
CWM
167
Cornerstone Wealth Management
Missouri
$489K +$490K +5,292 New
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$485K -$14.2K -153 -3%
OC
169
Oppenheimer & Co
New York
$431K +$1.94K +21 +0.5%
HighTower Advisors
170
HighTower Advisors
Illinois
$414K -$56.8K -614 -12%
SCG
171
Sonata Capital Group
Washington
$412K +$139K +1,500 +52%
WAM
172
Wealthspire Advisors (Maryland)
Maryland
$384K +$185 +2 +0%
PPA
173
Parametric Portfolio Associates
Washington
$380K +$5.64K +61 +2%
BCIM
174
Bishop & Co Investment Management
Pennsylvania
$373K
RFC
175
Regions Financial Corp
Alabama
$371K -$31.5K -340 -8%