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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCIA
151
Hochman Cole Investment Advisors
Illinois
$1.17M -$24.4K -242 -2%
FTUS
152
Flow Traders U.S.
New York
$1.17M +$1.16M +11,487 New
SFG
153
StrategIQ Financial Group
Indiana
$1.15M +$705 +7 +0.1%
CWM
154
Concert Wealth Management
California
$1.13M +$918K +9,114 +363%
Vanguard Group
155
Vanguard Group
Pennsylvania
$1.12M -$1.14M -11,350 -51%
NFC
156
Northeast Financial Consultants
Connecticut
$1.11M -$12.5K -124 -1%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$1.11M +$1.1M +10,885 New
BP
158
Ballentine Partners
Massachusetts
$1.1M +$6.55K +65 +0.6%
Mariner
159
Mariner
Kansas
$1.09M -$14.1K -140 -1%
RWP
160
RWA Wealth Partners
Massachusetts
$1.08M +$1.07M +10,623 New
WT
161
Whittier Trust
California
$1.07M +$503K +4,996 +91%
WI
162
WrapManager Inc
California
$1.07M +$53.7K +533 +5%
IH
163
IFC Holdings
Florida
$1.06M +$269K +2,667 +35%
KWMG
164
King Wealth Management Group
Florida
$1.05M
ATC
165
Argent Trust Co
Tennessee
$1.05M +$54.8K +544 +6%
DCM
166
Donaldson Capital Management
Indiana
$1.04M +$95.3K +946 +10%
QCG
167
Quadrant Capital Group
Ohio
$1.04M +$1.03M +10,192 New
FUBT
168
First United Bank & Trust
Maryland
$985K +$457K +4,535 +88%
FMWA
169
Forvis Mazars Wealth Advisors
Missouri
$982K -$37.4K -371 -4%
Goldman Sachs
170
Goldman Sachs
New York
$973K +$94.1K +934 +11%
JFG
171
JMG Financial Group
Illinois
$956K
BFEC
172
Benjamin F. Edwards & Company
Missouri
$955K +$179K +1,778 +23%
ABC
173
Associated Banc-Corp
Wisconsin
$954K +$25.2K +250 +3%
GAM
174
Gemmer Asset Management
California
$953K +$35.3K +350 +4%
CFA
175
Camarda Financial Advisors
Florida
$936K -$877K -8,700 -49%