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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
201
Cedar Brook Financial Partners
Ohio
$1.29M +$56.5K +538 +5%
CSM
202
CAMG Solamere Management
North Carolina
$1.27M -$32.5K -310 -3%
B
203
Bridgeworth
Alabama
$1.25M -$146K -1,386 -11%
PA
204
PFG Advisors
Arizona
$1.24M -$40.1K -382 -3%
ST
205
Smithfield Trust
Pennsylvania
$1.24M -$46.8K -446 -4%
ABC
206
Associated Banc-Corp
Wisconsin
$1.24M -$8.82K -84 -0.7%
BFO
207
Biltmore Family Office
North Carolina
$1.22M -$51.5K -490 -4%
SCA
208
STALEY CAPITAL ADVISERS
Pennsylvania
$1.21M
AIA
209
Angeles Investment Advisors
California
$1.18M
BP
210
Ballentine Partners
Massachusetts
$1.16M +$1.57K +15 +0.1%
GC
211
Grimes & Company
Massachusetts
$1.16M +$23.5K +224 +2%
WI
212
WrapManager Inc
California
$1.15M -$39.5K -376 -3%
SWP
213
Stratos Wealth Partners
Ohio
$1.07M -$764K -7,278 -42%
OIA
214
Optimum Investment Advisors
Illinois
$1.07M -$196K -1,866 -16%
AA
215
ALPS Advisors
Colorado
$1.05M -$47.3K -450 -4%
NYLIM
216
New York Life Investment Management
New York
$1.05M -$17.8M -169,649 -95%
WTFG
217
Wells Trecaso Financial Group
Ohio
$1.05M +$6.83K +65 +0.7%
KWMG
218
King Wealth Management Group
Florida
$1.02M -$120K -1,146 -11%
GVAG
219
Great Valley Advisor Group
Delaware
$994K -$442K -4,212 -31%
GIM
220
Goelzer Investment Management
Indiana
$990K +$964K +9,179 New
HCM
221
Howland Capital Management
Massachusetts
$973K
GAM
222
Gemmer Asset Management
California
$971K
CANC
223
Culbertson A N & Co
Virginia
$967K -$23.1K -220 -2%
SS
224
Simplicity Solutions
Minnesota
$961K +$345K +3,286 +58%
FCI
225
Financial Counselors Inc
Kansas
$958K