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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
201
IHT Wealth Management
Illinois
$923K +$383K +3,403 +65%
NFC
202
Northeast Financial Consultants
Connecticut
$918K -$184K -1,635 -16%
GT
203
Glenview Trust
Kentucky
$907K
PCMC
204
Paragon Capital Management (Colorado)
Colorado
$897K
CANC
205
Culbertson A N & Co
Virginia
$883K +$7.31K +65 +0.8%
Renaissance Technologies
206
Renaissance Technologies
New York
$875K +$900K +8,000 New
CWM
207
Capital Wealth Management
Rhode Island
$842K -$15.1K -134 -2%
FNBOMD
208
First National Bank of Mount Dora
Florida
$839K
BOH
209
Bank of Hawaii
Hawaii
$829K +$852K +7,575 New
CS
210
Comerica Securities
Michigan
$798K +$75.7K +673 +10%
BEAM
211
Baker Ellis Asset Management
Washington
$768K -$13.4K -119 -2%
BJL
212
Brighton Jones LLC
Washington
$766K +$1.24K +11 +0.2%
VDFA
213
Vickerman & Driscoll Financial Advisors
Washington
$754K -$205K -1,822 -21%
CIAS
214
Capital Investment Advisory Services
North Carolina
$737K -$36.9K -328 -5%
CCA
215
Checchi Capital Advisers
California
$736K +$62.6K +557 +9%
EA
216
Edge Advisors
Georgia
$734K +$17.4K +155 +2%
CHA
217
Carmichael Hill & Associates
Maryland
$723K -$38K -338 -5%
NL
218
NWAM LLC
Washington
$716K +$473K +4,204 +180%
WWM
219
Windsor Wealth Management
Indiana
$711K +$562 +5 +0.1%
WTC
220
WhitTier Trust Company
Nevada
$698K +$101K +900 +16%
AWS
221
AJ Wealth Strategies
New York
$688K +$900 +8 +0.1%
CSM
222
CAMG Solamere Management
North Carolina
$674K +$696K +6,193 New
CAN
223
Cetera Advisor Networks
California
$670K -$46.6K -414 -6%
OPWM
224
Oak Point Wealth Management
Michigan
$645K -$102K -903 -13%
KWM
225
Kingsview Wealth Management
Oregon
$636K -$61K -542 -9%