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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
151
Mariner
Kansas
$1.06M +$815K +8,591 +375%
BP
152
Ballentine Partners
Massachusetts
$1.04M
BWM
153
Braver Wealth Management
Massachusetts
$1.03M +$166K +1,747 +20%
KWMG
154
King Wealth Management Group
Florida
$1.01M -$1.04K -11 -0.1%
SCA
155
Stillwater Capital Advisors
Pennsylvania
$979K +$60.5K +638 +7%
FMWA
156
Forvis Mazars Wealth Advisors
Missouri
$972K +$190 +2 +0%
WI
157
WrapManager Inc
California
$969K +$66.3K +699 +8%
ATC
158
Argent Trust Co
Tennessee
$951K -$948 -10 -0.1%
CCA
159
Checchi Capital Advisers
California
$916K +$474 +5 +0.1%
JFG
160
JMG Financial Group
Illinois
$911K -$19.9K -210 -2%
WCM
161
Weatherstone Capital Management
Colorado
$901K +$879K +9,270 New
DCM
162
Donaldson Capital Management
Indiana
$900K +$23.6K +249 +3%
SHCM
163
Stokes & Hubbell Capital Management
Louisiana
$893K +$291K +3,065 +50%
US Bancorp
164
US Bancorp
Minnesota
$888K +$204K +2,156 +31%
ABC
165
Associated Banc-Corp
Wisconsin
$885K -$30.4K -320 -3%
HCM
166
Howland Capital Management
Massachusetts
$877K
RCAG
167
Rehmann Capital Advisory Group
Michigan
$876K
GAM
168
Gemmer Asset Management
California
$875K
Goldman Sachs
169
Goldman Sachs
New York
$837K +$474K +5,000 +138%
B
170
Bridgeworth
Alabama
$833K +$810K +8,540 New
CAL
171
Capital Advisors Ltd
Ohio
$832K
CS
172
Credit Suisse
Switzerland
$817K +$797K +8,404 New
CWM
173
Cornerstone Wealth Management
Missouri
$801K +$273K +2,881 +54%
RCG
174
Ruggie Capital Group
Florida
$794K -$523K -5,518 -40%
BF
175
BOK Financial
Oklahoma
$781K +$522K +5,500 +217%