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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
176
CT Financial Advisors
Pennsylvania
$225K +$221K +2,453 New
SA
177
Strategic Advisors
New York
$220K -$1.72K -19 -0.7%
MJRIC
178
Mogy Joel R Investment Counsel
California
$210K
RFC
179
Regions Financial Corp
Alabama
$209K +$206K +2,276 New
KA
180
Kovack Advisors
Florida
$205K +$202K +2,232 New
US Bancorp
181
US Bancorp
Minnesota
$192K +$40.6K +450 +28%
GAM
182
Gemmer Asset Management
California
$161K
SF
183
Synovus Financial
Georgia
$146K +$144K +1,591 New
WEC
184
Winslow Evans & Crocker
Massachusetts
$142K
EFSCE
185
Enterprise Financial Services Corp (EFSC)
Missouri
$142K
NSIM
186
North Star Investment Management
Illinois
$88K +$14.4K +160 +20%
IFA
187
Interactive Financial Advisors
Illinois
$67K +$15.8K +175 +31%
HNB
188
Huntington National Bank
Ohio
$64K +$63.2K +700 New
DSC
189
Duncker Streett & Co
Missouri
$52K
WCM
190
Wealthcare Capital Management
Virginia
$46K
SIA
191
Stancorp Investment Advisers
Oregon
$44K +$29.8K +330 +214%
WA
192
WFG Advisors
Texas
$41K +$361 +4 +0.9%
IP
193
Investment Partners
Ohio
$39K +$38.4K +425 New
RFA
194
Reilly Financial Advisors
California
$38K +$37.2K +412 New
NEAM
195
New England Asset Management
Connecticut
$37K +$36.1K +400 New
IF
196
Ironwood Financial
Arizona
$34K
PCM
197
Parsons Capital Management
Rhode Island
$32K +$31.6K +350 New
LIA
198
LS Investment Advisors
Michigan
$30K
IWMPD
199
Integrated Wealth Management (Palm Desert)
California
$26K +$25.8K +286 New
Legal & General Group
200
Legal & General Group
United Kingdom
$22K