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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Central Trust Company
251
Central Trust Company
Missouri
$2.82M -$39.7K -286 -1%
MCA
252
MSH Capital Advisors
Arizona
$2.8M -$177K -1,273 -6%
SFP
253
Sterling Financial Planning
New Jersey
$2.8M +$16.8K +121 +0.6%
NCMW
254
Northern Capital Management (Washington)
Washington
$2.8M +$441K +3,181 +18%
BDF
255
Black Diamond Financial
Maryland
$2.78M +$23.2K +167 +0.8%
TCMP
256
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.76M -$208K -1,500 -7%
HBK Sorce Advisory
257
HBK Sorce Advisory
Pennsylvania
$2.75M -$2.79M -20,077 -49%
MWM
258
Maltin Wealth Management
New Jersey
$2.75M +$66.9K +482 +2%
Wedmont Private Capital
259
Wedmont Private Capital
Pennsylvania
$2.64M -$233K -1,682 -8%
Pathstone Family Office
260
Pathstone Family Office
New Jersey
$2.63M +$2.34M +16,841 +606%
SB
261
Simmons Bank
Arkansas
$2.63M -$217K -1,564 -7%
CFO
262
Collective Family Office
Pennsylvania
$2.56M +$42K +303 +2%
CIAS
263
CBIZ Investment Advisory Services
Ohio
$2.55M – – –
Empirical Wealth Management
264
Empirical Wealth Management
Washington
$2.52M -$37.3K -269 -1%
TNBTD
265
Trustmark National Bank Trust Department
Mississippi
$2.51M +$21.9K +158 +0.8%
AC
266
Avant Capital
Louisiana
$2.51M +$94.3K +680 +4%
MFG
267
Midwest Financial Group
Kansas
$2.5M +$2.59M +18,666 New
Perigon Wealth Management
268
Perigon Wealth Management
California
$2.5M +$339K +2,443 +15%
EFS
269
Econ Financial Services
Pennsylvania
$2.5M +$2.58M +18,610 New
Axiom Advisory
270
Axiom Advisory
California
$2.49M +$19K +137 +0.7%
Brighton Jones LLC
271
Brighton Jones LLC
Washington
$2.48M -$31.5K -227 -1%
PBF
272
Petix & Botte Financial
California
$2.46M +$2.54M +18,325 New
SCA
273
Stillwater Capital Advisors
Pennsylvania
$2.43M +$168K +1,211 +7%
IAS
274
Insigneo Advisory Services
Florida
$2.41M – – –
CAM
275
Cozad Asset Management
Illinois
$2.4M +$139 +1 +0%