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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
301
Forvis Mazars Wealth Advisors
Missouri
$375K – – –
M&T Bank
302
M&T Bank
New York
$371K +$67.4K +642 +20%
PIA
303
Pinion Investment Advisors
Kansas
$369K +$20.7K +197 +5%
Truist Financial
304
Truist Financial
North Carolina
$368K -$21.6K -206 -5%
MA
305
Mutual Advisors
Nebraska
$354K -$103K -979 -21%
PFA
306
Paradigm Financial Advisors
Missouri
$343K +$4.62K +44 +1%
RFC
307
Regions Financial Corp
Alabama
$340K -$3.15K -30 -0.8%
RWA
308
Ropes Wealth Advisors
Massachusetts
$340K – – –
BWA
309
BDO Wealth Advisors
Florida
$338K +$10.5K +100 +3%
MCM
310
Maryland Capital Management
Maryland
$332K -$59.3K -565 -14%
KF
311
Krilogy Financial
Missouri
$322K +$2K +19 +0.6%
CGL
312
Clarius Group LLC
Washington
$316K – – –
SCG
313
Sonata Capital Group
Washington
$314K – – –
BIA
314
Bigelow Investment Advisors
Maine
$312K – – –
LWAC
315
Laurel Wealth Advisors (California)
California
$311K – – –
AC
316
Alexandria Capital
Virginia
$311K +$343K +3,266 New
NP
317
NorthRock Partners
Minnesota
$305K +$14.2K +135 +4%
AB
318
AT Bancorp
Iowa
$301K +$120K +1,144 +57%
FHC
319
First Heartland Consultants
Missouri
$293K -$12.7K -121 -4%
WA
320
WP Advisors
California
$292K +$26.5K +252 +9%
Bessemer Group
321
Bessemer Group
New Jersey
$291K – – –
BB
322
Busey Bank
Illinois
$291K – – –
GJIC
323
Gamble Jones Investment Counsel
California
$291K +$25.6K +244 +9%
WSTAM
324
Wilbanks Smith & Thomas Asset Management
Virginia
$288K -$2.65M -25,274 -89%
SSI
325
Scott & Selber Inc
Texas
$286K -$21K -200 -6%