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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MJRIC
376
Mogy Joel R Investment Counsel
California
$240K – – –
MWM
377
Meridian Wealth Management
Kentucky
$237K +$7.99K +73 +4%
BAS
378
Brown Advisory Securities
Maryland
$234K -$10.9K -100 -5%
BWM
379
Buckley Wealth Management
Nevada
$231K +$227K +2,071 New
TFS
380
TrustCore Financial Services
Tennessee
$230K -$14.9K -136 -6%
Lido Advisors
381
Lido Advisors
California
$230K -$1.09K -10 -0.5%
LFAS
382
Level Four Advisory Services
Texas
$227K -$130K -1,184 -37%
SL
383
Summitry LLC
California
$227K +$329 +3 +0.1%
IWS
384
Insight Wealth Strategies
California
$224K -$2.64M -24,087 -92%
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$223K -$15.2K -139 -6%
SA
386
Strategic Advisors
New York
$222K +$657 +6 +0.3%
IFWM
387
Institute for Wealth Management
Colorado
$220K +$2.74K +25 +1%
BIM
388
Bridges Investment Management
Nebraska
$219K +$215K +1,965 New
YWP
389
YorkBridge Wealth Partners
New York
$217K -$27.4K -250 -11%
SCM
390
Southport Capital Management
Tennessee
$215K -$1.86K -17 -0.9%
SWM
391
Selective Wealth Management
Virginia
$215K +$211K +1,929 New
HWA
392
Heritage Wealth Advisors
Virginia
$215K +$211K +1,929 New
WI
393
Wintrust Investments
Illinois
$213K +$6.46K +59 +3%
CAMG
394
CWA Asset Management Group
Florida
$207K +$204K +1,862 New
DY
395
Dowling & Yahnke
California
$206K – – –
BRWM
396
B. Riley Wealth Management
Tennessee
$205K -$7.88K -72 -4%
MA
397
MCF Advisors
Kentucky
$202K – – –
VAS
398
Vestmark Advisory Solutions
Massachusetts
$201K +$197K +1,802 New
BAM
399
Berkshire Asset Management
Pennsylvania
$201K +$198K +1,809 New
SF
400
Synovus Financial
Georgia
$200K -$3.61K -33 -2%