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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OLA
251
Oliver Luxxe Assets
New Jersey
$466K +$62.4K +549 +15%
Truist Financial
252
Truist Financial
North Carolina
$460K -$7.73K -68 -2%
MCM
253
Maryland Capital Management
Maryland
$458K +$460K +4,050 New
EAM
254
Evanson Asset Management
California
$446K +$43.7K +385 +11%
FMWA
255
Forvis Mazars Wealth Advisors
Missouri
$445K -$602K -5,300 -57%
WAG
256
Winthrop Advisory Group
Massachusetts
$422K -$140K -1,233 -25%
PIA
257
Pinion Investment Advisors
Kansas
$416K -$22.7K -200 -5%
RFC
258
Regions Financial Corp
Alabama
$406K -$7.95K -70 -2%
RWA
259
Ropes Wealth Advisors
Massachusetts
$404K – – –
PFA
260
Paradigm Financial Advisors
Missouri
$401K -$114 -1 -0%
LFAS
261
Level Four Advisory Services
Texas
$400K -$25.6K -225 -6%
Cerity Partners
262
Cerity Partners
New York
$395K +$397K +3,492 New
BWA
263
BDO Wealth Advisors
Florida
$389K -$2.61K -23 -0.7%
PA
264
Pinnacle Associates
New York
$387K +$83.1K +731 +27%
KF
265
Krilogy Financial
Missouri
$380K -$43.1K -379 -10%
AFP
266
Ausdal Financial Partners
Iowa
$376K – – –
CGL
267
Clarius Group LLC
Washington
$375K – – –
SCG
268
Sonata Capital Group
Washington
$373K -$170K -1,500 -31%
BIA
269
Bigelow Investment Advisors
Maine
$370K -$34.1K -300 -8%
CPO
270
Cerity Partners OCIO
New York
$370K +$90.3K +795 +32%
LWAC
271
Laurel Wealth Advisors (California)
California
$369K +$77K +678 +26%
M&T Bank
272
M&T Bank
New York
$368K +$27.2K +239 +8%
SSI
273
Scott & Selber Inc
Texas
$362K – – –
FHC
274
First Heartland Consultants
Missouri
$361K – – –
NP
275
NorthRock Partners
Minnesota
$348K +$795 +7 +0.2%