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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
201
Oppenheimer & Co
New York
$465K +$16.8K +177 +4%
TNBTD
202
Trustmark National Bank Trust Department
Mississippi
$449K +$190K +2,000 +76%
NFG
203
Nations Financial Group
Iowa
$432K -$94.7K -999 -18%
AI
204
Atria Investments
North Carolina
$432K +$421K +4,444 New
SCG
205
Sonata Capital Group
Washington
$428K
OIA
206
Optimum Investment Advisors
Illinois
$428K +$114K +1,200 +37%
WAM
207
Wealthspire Advisors (Maryland)
Maryland
$397K -$1.71K -18 -0.4%
BB
208
Busey Bank
Illinois
$394K +$385K +4,060 New
PPA
209
Parametric Portfolio Associates
Washington
$389K -$5.79K -61 -2%
BCIM
210
Bishop & Co Investment Management
Pennsylvania
$387K
M&T Bank
211
M&T Bank
New York
$387K +$28.3K +298 +8%
JP Morgan Chase
212
JP Morgan Chase
New York
$386K +$118K +1,239 +45%
KA
213
Kovack Advisors
Florida
$384K +$59.2K +624 +19%
RFC
214
Regions Financial Corp
Alabama
$379K -$5.22K -55 -1%
CCM
215
Covington Capital Management
California
$350K
RWA
216
Ropes Wealth Advisors
Massachusetts
$347K
WI
217
Wintrust Investments
Illinois
$346K +$1.04K +11 +0.3%
NP
218
NorthRock Partners
Minnesota
$340K -$26.7K -281 -7%
WEC
219
Winslow Evans & Crocker
Massachusetts
$326K +$117K +1,236 +58%
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$315K +$200K +2,106 +185%
SSI
221
Scott & Selber Inc
Texas
$311K
MGIA
222
Moneta Group Investment Advisors
Missouri
$310K
PFA
223
Paradigm Financial Advisors
Missouri
$310K +$3.04K +32 +1%
LFAS
224
Level Four Advisory Services
Texas
$298K +$291K +3,066 New
NCMW
225
Northern Capital Management (Wisconsin)
Wisconsin
$293K +$285K +3,010 New