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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
326
CBIZ Investment Advisory Services
Ohio
$2.84M
TW
327
TritonPoint Wealth
Maryland
$2.84M
BCM
328
Brookstone Capital Management
Illinois
$2.81M +$770K +4,401 +39%
NB
329
Nicolet Bankshares
Wisconsin
$2.8M +$579K +3,306 +26%
WTA
330
Washington Trust Advisors
Massachusetts
$2.79M +$42.5K +243 +2%
CCA
331
Checchi Capital Advisers
California
$2.78M -$20.1K -115 -0.7%
LWM
332
Lionshead Wealth Management
New York
$2.75M +$365K +2,084 +16%
WWM
333
Westwood Wealth Management
California
$2.75M +$2.72M +15,525 New
IC
334
IEQ Capital
California
$2.74M -$2.25M -12,851 -45%
SWM
335
Sagace Wealth Management
Florida
$2.72M +$48.7K +278 +2%
SEIA
336
Signature Estate & Investment Advisors
California
$2.69M -$37.8K -216 -1%
PFPG
337
Pinnacle Financial Partners (Georgia)
Georgia
$2.68M +$2.64M +15,070 New
CW
338
Cooksen Wealth
Texas
$2.65M -$82.8K -473 -3%
VWM
339
Valley Wealth Managers
New Jersey
$2.61M -$129K -738 -5%
Citigroup
340
Citigroup
New York
$2.58M +$148K +847 +6%
Vanguard Group
341
Vanguard Group
Pennsylvania
$2.57M +$64.6K +369 +3%
1WA
342
180 Wealth Advisors
Washington
$2.51M -$24.9K -142 -1%
PCG
343
Prosperity Consulting Group
Maryland
$2.48M -$194K -1,111 -7%
WPA
344
Wealth Preservation Advisors
Tennessee
$2.48M -$53.2K -304 -2%
UF
345
Univest Financial
Pennsylvania
$2.47M +$230K +1,314 +10%
Renaissance Technologies
346
Renaissance Technologies
New York
$2.47M +$1.61M +9,200 +196%
WJA
347
Willis Johnson & Associates
Texas
$2.45M -$166K -950 -6%
GAI
348
General American Investors
New York
$2.43M
KWM
349
Kingsview Wealth Management
Oregon
$2.43M +$137K +781 +6%
FGG
350
Financial Guidance Group
Florida
$2.41M -$35.4K -202 -1%