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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
276
Raffa Wealth Management
District of Columbia
$225K +$196K +1,884 +775%
HIS
277
Horizon Investment Services
Indiana
$224K +$15.5K +149 +8%
CAL
278
Capital Analysts LLC
Pennsylvania
$211K -$138K -1,328 -40%
W
279
Wealthfront
California
$211K -$39.6K -381 -16%
GJIC
280
Gamble Jones Investment Counsel
California
$211K – – –
SMC
281
Smith, Moore & Co
Missouri
$211K +$207K +1,997 New
TFCP
282
Twin Focus Capital Partners
Massachusetts
$207K – – –
HTC
283
Haverford Trust Company
Pennsylvania
$205K +$202K +1,944 New
BC
284
Burney Company
Virginia
$200K +$197K +1,900 New
NFG
285
Next Financial Group
Texas
$196K -$184K -1,771 -49%
BlackRock
286
BlackRock
New York
$189K -$10.6K -102 -5%
LNWWM
287
Laird Norton Wetherby Wealth Management
California
$187K +$184K +1,769 New
SPIA
288
Steward Partners Investment Advisory
New York
$158K +$78.7K +757 +101%
WPA
289
West Paces Advisors
Georgia
$158K – – –
IFA
290
Interactive Financial Advisors
Illinois
$129K +$19.2K +185 +18%
PG
291
Patten Group
Tennessee
$124K +$2.6K +25 +2%
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$123K – – –
TWA
293
TCI Wealth Advisors
Arizona
$119K +$102K +980 +658%
WEC
294
Winslow Evans & Crocker
Massachusetts
$117K -$312K -3,002 -73%
DSC
295
Duncker Streett & Co
Missouri
$113K – – –
Thrivent Financial for Lutherans
296
Thrivent Financial for Lutherans
Minnesota
$111K -$29.4K -283 -21%
BIMC
297
Benson Investment Management Company
Virginia
$110K – – –
PS
298
Portfolio Solutions
Michigan
$110K +$108K +1,040 New
NSIM
299
North Star Investment Management
Illinois
$106K – – –
FPB
300
First PREMIER Bank
South Dakota
$100K +$98.4K +947 New