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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
351
Wealthspire Advisors (Maryland)
Maryland
$274K +$13.1K +120 +5%
CTC
352
Central Trust Company
Missouri
$273K +$23K +210 +9%
CGA
353
Crescent Grove Advisors
Illinois
$272K +$2.19K +20 +0.8%
SQA
354
Simon Quick Advisors
New Jersey
$271K -$535K -4,890 -67%
CIAS
355
Capital Investment Advisory Services
North Carolina
$270K -$2.85K -26 -1%
SMC
356
Smith, Moore & Co
Missouri
$270K +$24.2K +221 +10%
TF
357
TimeScale Financial
Massachusetts
$269K
CAG
358
Crestwood Advisors Group
Massachusetts
$266K +$261K +2,385 New
HIS
359
Horizon Investment Services
Indiana
$264K +$6.79K +62 +3%
FHC
360
First Heartland Consultants
Missouri
$263K -$78.6K -718 -23%
RJT
361
Raymond James Trust
Florida
$263K -$16.4K -150 -6%
CWP
362
Capital Wealth Planning
Florida
$262K +$258K +2,353 New
BCIM
363
Bishop & Co Investment Management
Pennsylvania
$261K
HA
364
Harborview Advisors
Maine
$259K
CC
365
Courier Capital
New York
$259K +$110 +1 +0%
First Manhattan
366
First Manhattan
New York
$257K
PFO
367
Pathstone Family Office
New Jersey
$257K +$876 +8 +0.3%
AA
368
Ancora Advisors
Ohio
$256K
WAG
369
Winthrop Advisory Group
Massachusetts
$252K -$7.67K -70 -3%
EFL
370
ERn Financial LLC
Wisconsin
$251K -$499K -4,553 -67%
CAM
371
Cresset Asset Management
Illinois
$248K +$243K +2,216 New
F
372
F3Logic
Minnesota
$245K +$1.09K +10 +0.5%
MJRIC
373
Mogy Joel R Investment Counsel
California
$240K
BAS
374
Brown Advisory Securities
Maryland
$234K -$10.9K -100 -5%
BWM
375
Buckley Wealth Management
Nevada
$231K +$227K +2,071 New