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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WEC
326
Winslow Evans & Crocker
Massachusetts
$174K -$9.45K -84 -5%
BWA
327
BDO Wealth Advisors
Florida
$170K +$174K +1,550 New
CI
328
Cavalier Investments
Georgia
$170K +$175K +1,554 New
SPIA
329
Steward Partners Investment Advisory
New York
$167K +$28.2K +251 +20%
WAM
330
Wealthspire Advisors (Maryland)
Maryland
$153K +$2.92K +26 +2%
CFC
331
Coyle Financial Counsel
Illinois
$150K -$563K -5,005 -78%
SIM
332
Sonora Investment Management
Arizona
$148K +$562 +5 +0.4%
CCA
333
Clearwater Capital Advisors
Illinois
$148K +$152K +1,354 New
PG
334
Patten Group
Tennessee
$130K +$337 +3 +0.3%
Carson Wealth (CWM LLC)
335
Carson Wealth (CWM LLC)
Nebraska
$127K +$225 +2 +0.2%
First Manhattan
336
First Manhattan
New York
$124K
WPA
337
West Paces Advisors
Georgia
$119K
NSIM
338
North Star Investment Management
Illinois
$119K +$9K +80 +8%
ML
339
McAdam LLC
Pennsylvania
$119K +$122K +1,084 New
JCM
340
Jacobi Capital Management
Pennsylvania
$117K +$83.8K +745 +216%
PS
341
Portfolio Solutions
Michigan
$114K
BIMC
342
Benson Investment Management Company
Virginia
$114K +$117K +1,042 New
CF
343
Centaurus Financial
California
$109K +$112K +999 New
FPB
344
First PREMIER Bank
South Dakota
$107K
CTC
345
Central Trust Company
Missouri
$104K +$55.7K +495 +109%
HT
346
Heritage Trust
Oklahoma
$104K +$107K +954 New
DSC
347
Duncker Streett & Co
Missouri
$103K -$14.1K -125 -12%
TL
348
TrueWealth LLC
Georgia
$101K
JGIA
349
Jackson Grant Investment Advisers
Connecticut
$98K +$562 +5 +0.6%
TSW
350
Thompson Siegel & Walmsley
Virginia
$96K