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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
351
FC Advisory
Pennsylvania
$291K +$444 +4 +0.2%
CMO
352
Covenant Multifamily Offices
Texas
$289K +$753K +6,778 New
SCA
353
Snowden Capital Advisors
New York
$289K – – –
HIS
354
Horizon Investment Services
Indiana
$288K +$20.4K +184 +8%
JIC
355
JRM Investment Counsel
Nebraska
$287K -$1.18M -10,591 -81%
MSWMA
356
Market Street Wealth Management Advisors
Indiana
$283K -$73.5K -662 -21%
AWS
357
AJ Wealth Strategies
New York
$281K +$444 +4 +0.2%
ACM
358
Allred Capital Management
Texas
$280K +$555 +5 +0.2%
WAM
359
Wealthspire Advisors (Maryland)
Maryland
$280K +$1.44K +13 +0.5%
CTC
360
Central Trust Company
Missouri
$279K +$4.44K +40 +2%
THWM
361
Taylor Hoffman Wealth Management
Virginia
$278K – – –
IDA
362
Intelligence Driven Advisers
California
$276K -$107K -965 -28%
SMC
363
Smith, Moore & Co
Missouri
$276K +$1.78K +16 +0.7%
CGA
364
Crescent Grove Advisors
Illinois
$275K – – –
NYLIM
365
New York Life Investment Management
New York
$273K -$4.53M -40,773 -94%
CIAS
366
Capital Investment Advisory Services
North Carolina
$273K – – –
NF
367
Nikulski Financial
Iowa
$271K -$2.44K -22 -0.9%
FHC
368
First Heartland Consultants
Missouri
$267K +$889 +8 +0.3%
BCIM
369
Bishop & Co Investment Management
Pennsylvania
$265K – – –
TW
370
TrinityPoint Wealth
Connecticut
$264K -$165K -1,487 -39%
HA
371
Harborview Advisors
Maine
$263K – – –
First Manhattan
372
First Manhattan
New York
$261K – – –
PFO
373
Pathstone Family Office
New Jersey
$260K -$889 -8 -0.3%
CC
374
Courier Capital
New York
$256K – – –
WAG
375
Winthrop Advisory Group
Massachusetts
$256K – – –