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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCA
301
Verdence Capital Advisors
Maryland
$268K +$12.5K +110 +5%
OBWP
302
O'Brien Wealth Partners
Massachusetts
$261K -$1.02K -9 -0.4%
BAS
303
Brown Advisory Securities
Maryland
$261K +$39.8K +350 +18%
AA
304
Ancora Advisors
Ohio
$260K +$261K +2,301 New
HIS
305
Horizon Investment Services
Indiana
$258K -$4.09K -36 -2%
SA
306
Strategic Advisors
New York
$257K -$45.5K -400 -15%
HTC
307
Haverford Trust Company
Pennsylvania
$257K +$258K +2,269 New
RIG
308
Roosevelt Investment Group
New York
$257K +$258K +2,270 New
BRWM
309
B. Riley Wealth Management
Tennessee
$254K +$256K +2,249 New
TFCP
310
Twin Focus Capital Partners
Massachusetts
$250K – – –
F
311
F3Logic
Minnesota
$250K +$6.48K +57 +3%
MJRIC
312
Mogy Joel R Investment Counsel
California
$244K – – –
RWM
313
Raffa Wealth Management
District of Columbia
$241K – – –
BAM
314
Belpointe Asset Management
Nevada
$236K +$237K +2,087 New
WWMSC
315
Wagner Wealth Management (South Carolina)
South Carolina
$235K – – –
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$235K +$98.1K +863 +71%
TFS
317
TrustCore Financial Services
Tennessee
$234K +$147K +1,293 +166%
CTC
318
Central Trust Company
Missouri
$231K +$6.25K +55 +3%
CRC
319
Curi RMB Capital
Illinois
$231K +$232K +2,043 New
DBRC
320
D.B. Root & Company
Pennsylvania
$229K – – –
OIA
321
OneDigital Investment Advisors
Kansas
$229K – – –
AB
322
AT Bancorp
Iowa
$228K – – –
BlackRock
323
BlackRock
New York
$225K -$3.29K -29 -1%
RA
324
RFG Advisory
Alabama
$218K +$219K +1,927 New
BCM
325
Bienville Capital Management
New York
$216K – – –