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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
351
AJ Wealth Strategies
New York
$277K -$117K -1,068 -30%
NF
352
Nikulski Financial
Iowa
$274K – – –
THWM
353
Taylor Hoffman Wealth Management
Virginia
$274K +$4.6K +42 +2%
WAM
354
Wealthspire Advisors (Maryland)
Maryland
$274K +$13.1K +120 +5%
CTC
355
Central Trust Company
Missouri
$273K +$23K +210 +9%
CGA
356
Crescent Grove Advisors
Illinois
$272K +$2.19K +20 +0.8%
SQA
357
Simon Quick Advisors
New Jersey
$271K -$535K -4,890 -67%
CIAS
358
Capital Investment Advisory Services
North Carolina
$270K -$2.85K -26 -1%
SMC
359
Smith, Moore & Co
Missouri
$270K +$24.2K +221 +10%
TF
360
TimeScale Financial
Massachusetts
$269K – – –
CAG
361
Crestwood Advisors Group
Massachusetts
$266K +$261K +2,385 New
HIS
362
Horizon Investment Services
Indiana
$264K +$6.79K +62 +3%
FHC
363
First Heartland Consultants
Missouri
$263K -$78.6K -718 -23%
RJT
364
Raymond James Trust
Florida
$263K -$16.4K -150 -6%
CWP
365
Capital Wealth Planning
Florida
$262K +$258K +2,353 New
BCIM
366
Bishop & Co Investment Management
Pennsylvania
$261K – – –
HA
367
Harborview Advisors
Maine
$259K – – –
CC
368
Courier Capital
New York
$259K +$110 +1 +0%
First Manhattan
369
First Manhattan
New York
$257K – – –
PFO
370
Pathstone Family Office
New Jersey
$257K +$876 +8 +0.3%
AA
371
Ancora Advisors
Ohio
$256K – – –
WAG
372
Winthrop Advisory Group
Massachusetts
$252K -$7.67K -70 -3%
EFL
373
ERn Financial LLC
Wisconsin
$251K -$499K -4,553 -67%
CAM
374
Cresset Asset Management
Illinois
$248K +$243K +2,216 New
F
375
F3Logic
Minnesota
$245K +$1.09K +10 +0.5%