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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
176
Burleson & Co
California
$3.3M -$1.03M -8,025 -25%
NNP
177
Nachman Norwood & Parrott
South Carolina
$3.21M -$14.6K -114 -0.5%
CWM
178
Capital Wealth Management
Rhode Island
$3.2M +$820K +6,402 +37%
FAIM
179
Financial Advocates Investment Management
Washington
$3.19M +$420K +3,278 +16%
Citigroup
180
Citigroup
New York
$3.18M +$168K +1,312 +6%
SFM
181
Signet Financial Management
New Jersey
$3.16M -$392K -3,059 -12%
CAN
182
Cetera Advisor Networks
California
$3.15M +$381K +2,975 +15%
FCI
183
Financial Counselors Inc
Kansas
$3.12M -$69.1K -540 -2%
MAFM
184
Mid Atlantic Financial Management
Pennsylvania
$3.08M -$3.2K -25 -0.1%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$3.06M
HB
186
Homrich & Berg
Georgia
$3.01M +$31.6K +247 +1%
BMCM
187
Bryn Mawr Capital Management
Pennsylvania
$2.93M +$952K +7,437 +52%
TPCW
188
TD Private Client Wealth
New York
$2.9M -$55.7K -435 -2%
Goldman Sachs
189
Goldman Sachs
New York
$2.87M -$1.72M -13,463 -39%
RIA
190
Regal Investment Advisors
Michigan
$2.78M -$1.48M -11,594 -36%
UCFA
191
United Capital Financial Advisors
Texas
$2.77M +$190K +1,484 +8%
PAS
192
Park Avenue Securities
New York
$2.66M +$389K +3,037 +18%
DE
193
Day & Ennis
Georgia
$2.65M -$18.2K -142 -0.7%
WDL
194
Well Done LLC
Michigan
$2.61M -$302K -2,355 -11%
APSP
195
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.57M -$62.1K -485 -2%
WLIM
196
White Lighthouse Investment Management
Massachusetts
$2.55M -$206K -1,610 -8%
TCWA
197
Ten Capital Wealth Advisors
Washington
$2.47M +$25.1K +196 +1%
SWA
198
SOA Wealth Advisors
New York
$2.43M +$15.2K +119 +0.7%
CS
199
Comerica Securities
Michigan
$2.42M +$116K +906 +5%
VA
200
Valmark Advisers
Ohio
$2.4M +$545K +4,254 +31%