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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
226
Covington Capital Management
California
$371K +$4.43K +44 +1%
RWA
227
Ropes Wealth Advisors
Massachusetts
$364K
WI
228
Wintrust Investments
Illinois
$361K -$1.92K -19 -0.5%
NP
229
NorthRock Partners
Minnesota
$356K
PFA
230
Paradigm Financial Advisors
Missouri
$344K +$18.7K +186 +6%
NFG
231
Nations Financial Group
Iowa
$340K -$112K -1,112 -25%
Bessemer Group
232
Bessemer Group
New Jersey
$326K -$23.1M -229,615 -99%
SSI
233
Scott & Selber Inc
Texas
$326K
MGIA
234
Moneta Group Investment Advisors
Missouri
$325K
Brown Advisory
235
Brown Advisory
Maryland
$316K +$63.4K +629 +25%
CHAM
236
Clear Harbor Asset Management
Connecticut
$310K +$306K +3,041 New
FA
237
FCG Advisors
New Jersey
$309K +$305K +3,027 New
NCMW
238
Northern Capital Management (Wisconsin)
Wisconsin
$306K -$1.01K -10 -0.3%
AIM
239
Advantage Investment Management
Iowa
$303K +$41.5K +412 +16%
NFG
240
Next Financial Group
Texas
$298K -$406K -4,026 -58%
LI
241
LVZ Inc
Michigan
$297K +$25.4K +252 +9%
Truist Financial
242
Truist Financial
North Carolina
$296K
EAM
243
Evanson Asset Management
California
$290K +$302 +3 +0.1%
CFA
244
CT Financial Advisors
Pennsylvania
$277K +$1.21K +12 +0.4%
FHA
245
Flagship Harbor Advisors
Massachusetts
$277K +$302 +3 +0.1%
V
246
Veritable
Delaware
$275K
TH
247
Timber Hill
Connecticut
$271K +$268K +2,661 New
SCA
248
Snowden Capital Advisors
New York
$269K +$266K +2,643 New
Thrivent Financial for Lutherans
249
Thrivent Financial for Lutherans
Minnesota
$265K
SA
250
Strategic Advisors
New York
$265K +$262K +2,599 New