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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
276
Valley Wealth Managers
New Jersey
$2.36M -$66K -476 -3%
RPSA
277
Richard P. Slaughter Associates
Texas
$2.34M +$160K +1,152 +7%
MA
278
MAS Advisors
Florida
$2.34M -$146K -1,053 -6%
EFG
279
Everhart Financial Group
Ohio
$2.3M +$180K +1,295 +8%
DE
280
Day & Ennis
Georgia
$2.28M -$64.6K -466 -3%
LWP
281
Lumature Wealth Partners
Georgia
$2.27M -$47.7K -344 -2%
WTA
282
Washington Trust Advisors
Massachusetts
$2.27M -$141K -1,017 -6%
Synovus Financial
283
Synovus Financial
Georgia
$2.26M +$396K +2,853 +20%
CCA
284
Checchi Capital Advisers
California
$2.24M -$337K -2,426 -13%
AF
285
Advisornet Financial
Minnesota
$2.23M +$41.3K +298 +2%
BRWA
286
B. Riley Wealth Advisors
Florida
$2.23M +$87.7K +632 +4%
SC
287
Sierra Capital
Florida
$2.2M +$2.04M +14,670 +844%
CHAM
288
Clear Harbor Asset Management
Connecticut
$2.19M +$50.6K +365 +2%
VNA
289
Valley National Advisers
Pennsylvania
$2.18M +$360K +2,598 +19%
SVWAG
290
Sound View Wealth Advisors Group
Georgia
$2.18M -$590K -4,250 -21%
Atlantic Union Bankshares
291
Atlantic Union Bankshares
Virginia
$2.16M +$28.7K +207 +1%
NewEdge Wealth
292
NewEdge Wealth
Pennsylvania
$2.15M +$1.32M +9,481 +145%
Prudential plc
293
Prudential plc
United Kingdom
$2.14M +$49.9K +360 +2%
CFGS
294
Concourse Financial Group Securities
Alabama
$2.14M +$49.5K +357 +2%
WFAG
295
Wescott Financial Advisory Group
Pennsylvania
$2.12M -$42.2K -304 -2%
LL
296
LPWM LLC
Minnesota
$2.12M +$233K +1,677 +12%
Choreo LLC
297
Choreo LLC
Illinois
$2.11M +$809K +5,835 +59%
Brown Advisory
298
Brown Advisory
Maryland
$2.1M -$175K -1,258 -7%
PFG
299
Pinnacle Financial Group
Illinois
$2.08M +$40K +288 +2%
World Investment Advisors
300
World Investment Advisors
California
$2.05M -$11.2M -80,865 -84%