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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
251
Black Diamond Financial
Maryland
$2.44M +$529K +3,604 +29%
Renaissance Technologies
252
Renaissance Technologies
New York
$2.42M +$940K +6,400 +66%
EF
253
Empirical Finance
Pennsylvania
$2.36M
LWP
254
Lumature Wealth Partners
Georgia
$2.35M +$190K +1,292 +9%
BOH
255
Bank of Hawaii
Hawaii
$2.29M +$78.6K +535 +4%
EFG
256
Everhart Financial Group
Ohio
$2.29M +$32.2K +219 +1%
BRWA
257
B. Riley Wealth Advisors
Florida
$2.28M +$50.1K +341 +2%
HCP
258
Hexagon Capital Partners
Arkansas
$2.25M +$63.7K +434 +3%
1WA
259
180 Wealth Advisors
Washington
$2.24M +$94.1K +641 +4%
CHAM
260
Clear Harbor Asset Management
Connecticut
$2.22M +$201K +1,370 +10%
BC
261
Burleson & Co
California
$2.21M -$177K -1,204 -8%
AIA
262
Acute Investment Advisory
Arizona
$2.19M +$2.14M +14,547 New
AIA
263
AIMZ Investment Advisors
California
$2.15M +$144K +982 +7%
CSPIA
264
Cary Street Partners Investment Advisory
Virginia
$2.14M +$456K +3,102 +28%
AF
265
Advisornet Financial
Minnesota
$2.13M +$1.59M +10,861 +329%
AB
266
Atlas Brown
Kentucky
$2.11M -$72K -490 -3%
TC
267
TAP Consulting
Missouri
$2.1M +$204K +1,390 +11%
BP
268
Ballentine Partners
Massachusetts
$2.07M +$452K +3,076 +29%
IFA
269
Index Fund Advisors
California
$2.07M +$2.02M +13,761 New
SCA
270
STALEY CAPITAL ADVISERS
Pennsylvania
$2.07M
NCMW
271
Northern Capital Management (Washington)
Washington
$2.05M +$140K +956 +8%
AWA
272
Amplius Wealth Advisors
Pennsylvania
$2M +$1.96M +13,327 New
PFM
273
Phillips Financial Management
Indiana
$1.99M -$380K -2,588 -16%
CFAM
274
Center For Asset Management
Florida
$1.98M -$11.2K -76 -0.6%
RPSA
275
Richard P. Slaughter Associates
Texas
$1.98M +$555K +3,782 +40%