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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
376
Aspire Wealth Management
Massachusetts
$1.27M -$232K -1,671 -15%
CAM
377
Cresset Asset Management
Illinois
$1.26M +$51.7K +373 +4%
MECA
378
Miller Equity Capital Advisors
Texas
$1.26M – – –
Citigroup
379
Citigroup
New York
$1.26M -$5.83K -42 -0.4%
TPCW
380
TD Private Client Wealth
New York
$1.25M +$27.5K +198 +2%
SHFA
381
SC&H Financial Advisors
Maryland
$1.25M +$3.05K +22 +0.2%
IAN
382
Integrated Advisors Network
Texas
$1.24M -$33.2K -239 -3%
RA
383
Rockingstone Advisors
Massachusetts
$1.24M -$15.3K -110 -1%
CWA
384
CJM Wealth Advisers
Virginia
$1.23M -$22.6K -163 -2%
PPC
385
Park Place Capital
Alabama
$1.23M – – –
CS
386
Capital Square
Tennessee
$1.22M -$109K -787 -8%
HCM
387
Howland Capital Management
Massachusetts
$1.21M +$2.77K +20 +0.2%
GAI
388
General American Investors
New York
$1.21M +$1.25M +9,000 New
RIM
389
Rockbridge Investment Management
New York
$1.19M -$83.6K -603 -6%
TPA
390
Trivium Point Advisory
Connecticut
$1.17M +$531K +3,831 +78%
EP
391
Eudaimonia Partners
Tennessee
$1.17M +$170K +1,225 +16%
MA
392
MONECO Advisors
Connecticut
$1.16M -$33.6K -242 -3%
WCM
393
Wealthcare Capital Management
Virginia
$1.16M +$1.2M +8,627 New
VF
394
Virtu Financial
New York
$1.16M +$1.2M +8,624 New
OC
395
Oppenheimer & Co
New York
$1.15M +$517K +3,727 +77%
9WM
396
9258 Wealth Management
Ohio
$1.15M -$483K -3,479 -29%
GBT
397
Grove Bank & Trust
Florida
$1.15M -$239K -1,726 -17%
CWM
398
Cornerstone Wealth Management
Missouri
$1.13M +$1.17M +8,442 New
CIBC World Market
399
CIBC World Market
Ontario, Canada
$1.13M +$36.1K +260 +3%
Allspring Global Investments
400
Allspring Global Investments
North Carolina
$1.13M +$70.2K +506 +6%