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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
276
Wealthspire Advisors (Maryland)
Maryland
$505K +$451K +4,293 +425%
MWP
277
MYCIO Wealth Partners
Pennsylvania
$503K +$554K +5,278 New
RCG
278
Ruggie Capital Group
Florida
$481K -$284K -2,707 -35%
SAM
279
SignalPoint Asset Management
Missouri
$479K -$40K -381 -7%
PP
280
Prudential plc
United Kingdom
$467K +$514K +4,900 New
NL
281
NWAM LLC
Washington
$457K -$147K -1,403 -23%
IDA
282
Intelligence Driven Advisers
California
$452K +$498K +4,745 New
OLA
283
Oliver Luxxe Assets
New Jersey
$447K +$55K +524 +13%
Brown Advisory
284
Brown Advisory
Maryland
$435K -$749K -7,130 -61%
WPP
285
Whalerock Point Partners
Rhode Island
$433K -$53.2K -507 -10%
TNBTD
286
Trustmark National Bank Trust Department
Mississippi
$433K +$10.5K +100 +2%
FHA
287
Flagship Harbor Advisors
Massachusetts
$433K +$157K +1,494 +49%
WP
288
WealthSource Partners
California
$416K +$459K +4,368 New
KA
289
Kovack Advisors
Florida
$413K +$11.3K +108 +3%
CL
290
Cabana LLC
Arkansas
$409K -$33.1M -315,730 -99%
AOWM
291
Alpha Omega Wealth Management
Virginia
$404K -$9.66K -92 -2%
CAC
292
Certified Advisory Corp
Florida
$393K -$177K -1,689 -29%
AWS
293
AJ Wealth Strategies
New York
$392K -$136K -1,298 -24%
RWM
294
Raffa Wealth Management
District of Columbia
$383K +$198K +1,887 +89%
ASN
295
Advisory Services Network
Georgia
$382K -$25.1K -239 -6%
WA
296
Wambolt & Associates
Colorado
$382K +$421K +4,006 New
EAM
297
Evanson Asset Management
California
$377K +$1.26K +12 +0.3%
GPA
298
Garrison Point Advisors
California
$377K +$415K +3,955 New
FMWA
299
Forvis Mazars Wealth Advisors
Missouri
$375K
M&T Bank
300
M&T Bank
New York
$371K +$67.4K +642 +20%