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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
401
Wealthspire Advisors (Maryland)
Maryland
$296K +$1.15K +10 +0.4%
WSTAM
402
Wilbanks Smith & Thomas Asset Management
Virginia
$295K +$43.8K +380 +18%
CAG
403
Csenge Advisory Group
Florida
$294K -$30.4K -264 -10%
PFS
404
Prospera Financial Services
Texas
$294K +$67.8K +588 +31%
STB
405
S&T Bank
Pennsylvania
$294K +$284K +2,464 New
SMC
406
Smith, Moore & Co
Missouri
$292K +$1.5K +13 +0.5%
FWM
407
Foresight Wealth Management
Utah
$291K -$172K -1,490 -38%
THWM
408
Taylor Hoffman Wealth Management
Virginia
$291K -$1.96K -17 -0.7%
CFGS
409
Concourse Financial Group Securities
Alabama
$291K +$171K +1,484 +155%
WWM
410
Western Wealth Management
Colorado
$291K +$281K +2,443 New
TNB
411
TCF National Bank
South Dakota
$290K +$54.7K +475 +24%
NF
412
Nikulski Financial
Iowa
$289K – – –
ACM
413
Allred Capital Management
Texas
$285K -$13.5K -117 -5%
FHC
414
First Heartland Consultants
Missouri
$284K +$1.96K +17 +0.7%
CIAS
415
Capital Investment Advisory Services
North Carolina
$282K -$5.99K -52 -2%
HA
416
Harborview Advisors
Maine
$278K – – –
First Manhattan
417
First Manhattan
New York
$275K – – –
PFO
418
Pathstone Family Office
New Jersey
$275K – – –
NYLIM
419
New York Life Investment Management
New York
$273K – – –
TW
420
TrinityPoint Wealth
Connecticut
$272K – – –
MCM
421
Maryland Capital Management
Maryland
$269K – – –
F
422
F3Logic
Minnesota
$267K +$1.61K +14 +0.6%
PIA
423
Pinion Investment Advisors
Kansas
$267K +$5.76K +50 +2%
CAAS
424
Capital Asset Advisory Services
Michigan
$267K +$253K +2,199 New
KA
425
Klingman & Associates
New York
$266K +$257K +2,233 New