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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$356K -$26.1M -281,958 -99%
FTS
177
Fifth Third Securities
Ohio
$355K +$352K +3,801 New
NP
178
NorthRock Partners
Minnesota
$353K +$26K +281 +8%
M&T Bank
179
M&T Bank
New York
$344K +$62.4K +674 +22%
Goldman Sachs
180
Goldman Sachs
New York
$338K -$1.27M -13,677 -79%
CCM
181
Covington Capital Management
California
$337K
RWA
182
Ropes Wealth Advisors
Massachusetts
$334K
WI
183
Wintrust Investments
Illinois
$332K +$648 +7 +0.2%
WA
184
WFG Advisors
Texas
$326K +$43.7K +472 +16%
CANC
185
Culbertson A N & Co
Virginia
$326K +$322K +3,480 New
WI
186
WBI Investments
New Jersey
$312K -$81K -875 -21%
KA
187
Kovack Advisors
Florida
$311K +$53.3K +576 +21%
Brown Advisory
188
Brown Advisory
Maryland
$309K +$3.15K +34 +1%
LPL Financial
189
LPL Financial
California
$302K
OIA
190
Optimum Investment Advisors
Illinois
$300K -$9.25K -100 -3%
SSI
191
Scott & Selber Inc
Texas
$299K
MGIA
192
Moneta Group Investment Advisors
Missouri
$298K +$295K +3,188 New
PFA
193
Paradigm Financial Advisors
Missouri
$295K +$3.61K +39 +1%
YP
194
Yellowstone Partners
Idaho
$294K -$2.17M -23,445 -88%
CFN
195
Cordasco Financial Network
Florida
$285K
Truist Financial
196
Truist Financial
North Carolina
$268K -$3.61K -39 -1%
EAM
197
Evanson Asset Management
California
$266K -$7.77K -84 -3%
Thrivent Financial for Lutherans
198
Thrivent Financial for Lutherans
Minnesota
$257K -$70.1K -758 -21%
JP Morgan Chase
199
JP Morgan Chase
New York
$256K +$221K +2,384 +681%
V
200
Veritable
Delaware
$253K -$237K -2,564 -49%