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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1IA
326
1834 Investment Advisors
Wisconsin
$206K +$200K +1,847 New
CAMG
327
CWA Asset Management Group
Florida
$202K +$196K +1,812 New
W
328
Wealthfront
California
$201K -$21.4K -198 -10%
AA
329
Ancora Advisors
Ohio
$200K +$195K +1,800 New
LNWWM
330
Laird Norton Wetherby Wealth Management
California
$197K – – –
WEC
331
Winslow Evans & Crocker
Massachusetts
$187K +$61.7K +570 +52%
AWA
332
Acorn Wealth Advisors
Michigan
$182K +$173K +1,599 New
CMBA
333
C.M. Bidwell & Associates
Hawaii
$160K +$155K +1,433 New
WAM
334
Wealthspire Advisors (Maryland)
Maryland
$153K -$234K -2,162 -61%
CMO
335
Covenant Multifamily Offices
Texas
$153K +$148K +1,371 New
SIM
336
Sonora Investment Management
Arizona
$151K +$107K +989 +275%
SPIA
337
Steward Partners Investment Advisory
New York
$143K -$24K -222 -15%
Simplex Trading
338
Simplex Trading
Illinois
$139K +$136K +1,254 New
PG
339
Patten Group
Tennessee
$133K +$1.08K +10 +0.8%
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$129K – – –
First Manhattan
341
First Manhattan
New York
$127K +$110K +1,014 +811%
TWA
342
TCI Wealth Advisors
Arizona
$126K – – –
WPA
343
West Paces Advisors
Georgia
$122K -$43.9K -406 -27%
DSC
344
Duncker Streett & Co
Missouri
$119K – – –
PS
345
Portfolio Solutions
Michigan
$116K – – –
IFA
346
Interactive Financial Advisors
Illinois
$113K -$22.5K -208 -17%
NSIM
347
North Star Investment Management
Illinois
$112K – – –
FPB
348
First PREMIER Bank
South Dakota
$109K +$3.35K +31 +3%
TL
349
TrueWealth LLC
Georgia
$103K +$99.5K +919 New
JGIA
350
Jackson Grant Investment Advisers
Connecticut
$100K +$541 +5 +0.6%