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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
276
Cary Street Partners Investment Advisory
Virginia
$1.33M +$655K +5,116 +108%
AWA
277
Arete Wealth Advisors
Illinois
$1.31M +$720K +5,623 +139%
FHA
278
Flagship Harbor Advisors
Massachusetts
$1.3M -$61.7K -482 -5%
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$1.26M +$582K +4,547 +95%
BIM
280
Baldwin Investment Management
Pennsylvania
$1.25M +$311K +2,428 +35%
MFG
281
MidWestOne Financial Group
Iowa
$1.25M +$56.5K +441 +5%
NCMW
282
Northern Capital Management (Washington)
Washington
$1.23M +$567K +4,431 +94%
MECA
283
Miller Equity Capital Advisors
Texas
$1.23M -$12.2K -95 -1%
HCM
284
Howland Capital Management
Massachusetts
$1.22M
SS
285
Simplicity Solutions
Minnesota
$1.2M -$5.13M -40,070 -82%
GT
286
Glenview Trust
Kentucky
$1.2M
CWM
287
Cornerstone Wealth Management
Missouri
$1.19M +$85.4K +667 +8%
KPWS
288
Kestra Private Wealth Services
Texas
$1.19M -$627K -4,899 -36%
BCIM
289
Bishop & Co Investment Management
Pennsylvania
$1.18M +$24.8K +194 +2%
CANC
290
Culbertson A N & Co
Virginia
$1.18M -$97.9K -765 -8%
ECAM
291
East Coast Asset Management
Massachusetts
$1.14M -$42.4K -331 -4%
WFA
292
Wellspring Financial Advisors
Ohio
$1.12M -$5.01M -39,167 -74%
B
293
Bridgeworth
Alabama
$1.12M +$2.56K +20 +0.2%
FVWA
294
Foster Victor Wealth Advisors
South Carolina
$1.11M -$71.3K -557 -6%
PAG
295
Pinnacle Advisory Group
Maryland
$1.1M +$1.05M +8,192 New
DAS
296
Dynamic Advisor Solutions
Arizona
$1.08M +$132K +1,034 +15%
MA
297
MONECO Advisors
Connecticut
$1.08M +$22.3K +174 +2%
FNBOMD
298
First National Bank of Mount Dora
Florida
$1.07M +$38.4K +300 +4%
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$1.07M +$19.3K +151 +2%
CL
300
Choreo LLC
Illinois
$1.06M -$45.5K -355 -4%