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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
201
WFG Advisors
Texas
$29K -$6.65K -75 -18%
ACS
202
Archford Capital Strategies
Illinois
$29K +$30.5K +344 New
LIA
203
LS Investment Advisors
Michigan
$27K
IWMPD
204
Integrated Wealth Management (Palm Desert)
California
$24K
Legal & General Group
205
Legal & General Group
United Kingdom
$20K
W
206
Wealthfront
California
$20K +$18.8K +212 +731%
RWM
207
Raffa Wealth Management
District of Columbia
$19.5K +$266 +3 +1%
MWP
208
MYCIO Wealth Partners
Pennsylvania
$16K +$266 +3 +2%
BCI
209
Brinker Capital Investments
Pennsylvania
$15K
PSI
210
Pinnacle Summer Investments
Virginia
$15K +$15.9K +179 New
KCPG
211
Kavar Capital Partners Group
Kansas
$14K
PG
212
Patten Group
Tennessee
$13.7K
Bessemer Group
213
Bessemer Group
New Jersey
$12K
KPCM
214
Kings Point Capital Management
New York
$11K
PFBT
215
Parkside Financial Bank & Trust
Missouri
$10K +$10.6K +120 New
S
216
SignatureFD
Georgia
$8K
BCM
217
Brookstone Capital Management
Illinois
$7K +$7.45K +84 New
CTB
218
Country Trust Bank
Illinois
$6K
EWM
219
Evercore Wealth Management
New York
$6K
QAM
220
QCI Asset Management
New York
$6K +$6.12K +69 New
CFA
221
Carroll Financial Associates
North Carolina
$3K -$3.55K -40 -52%
SEI Investments
222
SEI Investments
Pennsylvania
$1K +$1.51K +17 New
Manulife (Manufacturers Life Insurance)
223
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$99 +$12.1K +136 +13%
NFG
224
Noven Financial Group
Colorado
-$14.4M -159,058 Closed
IFA
225
Interactive Financial Advisors
Illinois
-$4.91M -54,222 Closed