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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
301
Raffa Wealth Management
District of Columbia
$433K
PIA
302
Pinion Investment Advisors
Kansas
$432K +$12.9K +123 +3%
GPA
303
Garrison Point Advisors
California
$427K
BCA
304
Bay Colony Advisors
Massachusetts
$413K -$192K -1,825 -32%
RCG
305
Ruggie Capital Group
Florida
$413K -$127K -1,212 -24%
PFA
306
Paradigm Financial Advisors
Missouri
$412K +$23.6K +225 +6%
HTC
307
Haverford Trust Company
Pennsylvania
$401K +$158K +1,500 +68%
Renaissance Technologies
308
Renaissance Technologies
New York
$399K -$231K -2,200 -37%
Truist Financial
309
Truist Financial
North Carolina
$398K -$18.2K -173 -4%
RFC
310
Regions Financial Corp
Alabama
$398K +$12.6K +120 +3%
LWAC
311
Laurel Wealth Advisors (California)
California
$394K +$39.9K +380 +12%
RWA
312
Ropes Wealth Advisors
Massachusetts
$385K
AWS
313
AJ Wealth Strategies
New York
$383K -$59.1K -563 -14%
FMWA
314
Forvis Mazars Wealth Advisors
Missouri
$382K -$41.4K -394 -10%
Brown Advisory
315
Brown Advisory
Maryland
$381K -$109K -1,035 -23%
OWM
316
Opes Wealth Management
California
$374K +$364K +3,471 New
M&T Bank
317
M&T Bank
New York
$370K -$48.5K -462 -12%
FANJ
318
Financial Architects (New Jersey)
New Jersey
$369K +$95.9K +913 +36%
IWC
319
Integrated Wealth Concepts
Massachusetts
$365K +$60.4K +575 +21%
TPA
320
Trivium Point Advisory
Connecticut
$365K +$355K +3,382 New
UBS AM
321
UBS AM
Illinois
$361K +$165K +1,574 +89%
Millennium Management
322
Millennium Management
New York
$360K +$350K +3,335 New
SCG
323
Sonata Capital Group
Washington
$356K
BIA
324
Bigelow Investment Advisors
Maine
$353K
GJIC
325
Gamble Jones Investment Counsel
California
$350K +$20.4K +194 +6%