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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
276
Integrated Wealth Concepts
Massachusetts
$339K +$322K +2,976 New
CGL
277
Clarius Group LLC
Washington
$334K +$20.3K +188 +7%
AIM
278
Advantage Investment Management
Iowa
$333K -$29.2K -270 -8%
MCP
279
Mirador Capital Partners
California
$333K – – –
PSF
280
Pacific Sun Financial
California
$333K +$323K +2,981 New
CAC
281
Certified Advisory Corp
Florida
$325K +$315K +2,915 New
I
282
IberiaBank
Louisiana
$323K -$48.8K -451 -14%
OBWP
283
O'Brien Wealth Partners
Massachusetts
$321K -$133K -1,232 -30%
Truist Financial
284
Truist Financial
North Carolina
$321K +$1.19K +11 +0.4%
EAM
285
Evanson Asset Management
California
$319K +$541 +5 +0.2%
LI
286
LVZ Inc
Michigan
$315K +$72.8K +673 +31%
FHA
287
Flagship Harbor Advisors
Massachusetts
$313K +$433 +4 +0.1%
SEI Investments
288
SEI Investments
Pennsylvania
$312K +$253K +2,338 +505%
WA
289
WP Advisors
California
$308K +$26K +240 +10%
CC
290
Courier Capital
New York
$307K +$6.49K +60 +2%
Millennium Management
291
Millennium Management
New York
$307K +$298K +2,752 New
V
292
Veritable
Delaware
$301K – – –
GI
293
GS Investments
Minnesota
$299K -$27.1K -250 -9%
PPA
294
Parametric Portfolio Associates
Washington
$299K -$43.6K -403 -13%
YWP
295
YorkBridge Wealth Partners
New York
$299K +$22.7K +210 +8%
SCA
296
Snowden Capital Advisors
New York
$298K -$1.51K -14 -0.5%
SA
297
Strategic Advisors
New York
$292K +$758 +7 +0.3%
BRF
298
B. Riley Financial
California
$283K +$758 +7 +0.3%
NEPPG
299
New England Professional Planning Group
Rhode Island
$281K +$270K +2,491 New
PL
300
Plancorp LLC
Missouri
$280K +$4.54K +42 +2%