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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
201
Johnson Investment Counsel
Ohio
$666K +$831 +8 +0.1%
AWS
202
AJ Wealth Strategies
New York
$663K +$831 +8 +0.1%
BAS
203
Brown Advisory Securities
Maryland
$661K +$727 +7 +0.1%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$647K +$140K +1,348 +30%
EVM
205
Eaton Vance Management
Massachusetts
$630K +$109K +1,050 +21%
KWM
206
Kingsview Wealth Management
Oregon
$619K -$64.3K -619 -10%
RA
207
RFG Advisory
Alabama
$614K +$604K +5,810 New
CCA
208
Checchi Capital Advisers
California
$602K +$5.82K +56 +1%
CS
209
Comerica Securities
Michigan
$582K +$572K +5,508 New
SQA
210
Simon Quick Advisors
New Jersey
$575K +$2.6K +25 +0.5%
WTC
211
WhitTier Trust Company
Nevada
$568K +$5.4K +52 +1%
HFS
212
HL Financial Services
Kentucky
$558K +$77.8K +749 +17%
CFA
213
Camarda Financial Advisors
Florida
$526K -$16.2K -156 -3%
WPP
214
Whalerock Point Partners
Rhode Island
$519K -$305K -2,934 -37%
KF
215
Krilogy Financial
Missouri
$511K -$10.8K -104 -2%
TNBTD
216
Trustmark National Bank Trust Department
Mississippi
$510K
SCG
217
Sonata Capital Group
Washington
$507K
IWM
218
IHT Wealth Management
Illinois
$505K +$16.8K +162 +4%
PFPT
219
Pinnacle Financial Partners (Tennessee)
Tennessee
$504K +$110K +1,056 +28%
OC
220
Oppenheimer & Co
New York
$501K -$427K -4,108 -46%
SFSIG
221
San Francisco Sentry Investment Group
California
$466K +$47.1K +453 +11%
KA
222
Kovack Advisors
Florida
$455K +$6.23K +60 +1%
OBWP
223
O'Brien Wealth Partners
Massachusetts
$434K -$31.3K -301 -7%
BB
224
Busey Bank
Illinois
$429K
LFAS
225
Level Four Advisory Services
Texas
$427K -$10.9K -105 -3%