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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSC
176
Duncker Streett & Co
Missouri
$50K – – –
WCM
177
Wealthcare Capital Management
Virginia
$45K – – –
WA
178
WFG Advisors
Texas
$39K – – –
RWM
179
Raffa Wealth Management
District of Columbia
$38.9K +$612 +7 +2%
FBT
180
Founders Bank & Trust
Michigan
$38K – – –
IF
181
Ironwood Financial
Arizona
$33K +$32.3K +369 New
LIA
182
LS Investment Advisors
Michigan
$29K +$13.1K +150 +88%
AIM
183
Advantage Investment Management
Iowa
$28K +$27.1K +310 New
Legal & General Group
184
Legal & General Group
United Kingdom
$21K – – –
PSI
185
Pinnacle Summer Investments
Virginia
$16K – – –
SFPM
186
Sensible Financial Planning & Management
Massachusetts
$16K – – –
BCI
187
Brinker Capital Investments
Pennsylvania
$16K +$5.68K +65 +58%
PG
188
Patten Group
Tennessee
$15K +$14.4K +165 New
RMAM
189
Raab & Moskowitz Asset Management
New Jersey
$15K +$14.6K +167 New
SIA
190
Stancorp Investment Advisers
Oregon
$14K +$13.5K +154 New
HCM
191
Horrell Capital Management
Arkansas
$13K – – –
Manulife (Manufacturers Life Insurance)
192
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K +$10.4K +119 New
BRWM
193
B. Riley Wealth Management
Tennessee
$10K +$175 +2 +2%
JFGIW
194
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K – – –
TCM
195
TD Capital Management
Tennessee
$9K +$175 +2 +2%
S
196
SignatureFD
Georgia
$9K +$8.39K +96 New
CTB
197
Country Trust Bank
Illinois
$6.08K – – –
W
198
Wealthfront
California
$2K -$1.22K -14 -39%
AIA
199
Arrow Investment Advisors
Maryland
– -$54.3M -639,200 Closed
DWA
200
Dorsey Wright & Associates
California
– -$54.3M -639,200 Closed