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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
176
Goldman Sachs
New York
$1.22M -$298K -2,753 -20%
BFEC
177
Benjamin F. Edwards & Company
Missouri
$1.2M +$221K +2,041 +24%
WI
178
WrapManager Inc
California
$1.19M +$216 +2 +0%
CIC
179
Carnegie Investment Counsel
Ohio
$1.18M +$1.16M +10,683 New
PFPT
180
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.16M +$606K +5,599 +117%
KWMG
181
King Wealth Management Group
Florida
$1.15M +$3.68K +34 +0.3%
CWM
182
Cornerstone Wealth Management
Missouri
$1.13M -$65.8K -608 -6%
AF
183
Allworth Financial
California
$1.12M -$42.2K -390 -4%
MGIA
184
Moneta Group Investment Advisors
Missouri
$1.12M +$174K +1,609 +19%
NFC
185
Northeast Financial Consultants
Connecticut
$1.12M +$1.95K +18 +0.2%
SFG
186
StrategIQ Financial Group
Indiana
$1.11M -$42.2K -390 -4%
PA
187
PFG Advisors
Arizona
$1.11M +$1.08M +9,957 New
SWP
188
Stratos Wealth Partners
Ohio
$1.1M +$9.63K +89 +0.9%
ATC
189
Argent Trust Co
Tennessee
$1.06M -$24.9K -230 -2%
OIA
190
Optimum Investment Advisors
Illinois
$1.05M +$242K +2,236 +31%
GAM
191
Gemmer Asset Management
California
$1.04M – – –
FMWA
192
Forvis Mazars Wealth Advisors
Missouri
$1.03M -$43.3K -400 -4%
HCM
193
Howland Capital Management
Massachusetts
$1.01M – – –
FA
194
FDx Advisors
Illinois
$991K -$150K -1,382 -13%
VDFA
195
Vickerman & Driscoll Financial Advisors
Washington
$973K +$943K +8,718 New
CAL
196
Capital Advisors Ltd
Ohio
$955K – – –
HCIA
197
Hochman Cole Investment Advisors
Illinois
$950K – – –
AIM
198
Acropolis Investment Management
Missouri
$938K +$4.65K +43 +0.5%
GT
199
Glenview Trust
Kentucky
$925K – – –
RA
200
RFG Advisory
Alabama
$925K +$268K +2,472 +43%