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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
401
Main Street Financial Solutions
Pennsylvania
$374K +$353K +3,147 New
EWM
402
Empirical Wealth Management
Washington
$373K +$352K +3,140 New
BB
403
Busey Bank
Illinois
$364K
GIA
404
Gladstone Institutional Advisory
Florida
$363K -$18.6K -166 -5%
Brown Advisory
405
Brown Advisory
Maryland
$359K +$3.25K +29 +1%
GJIC
406
Gamble Jones Investment Counsel
California
$358K +$3.47K +31 +1%
OWP
407
Obermeyer Wealth Partners
Colorado
$357K
SSI
408
Scott & Selber Inc
Texas
$357K
AA
409
Argent Advisors
Louisiana
$357K +$44.8K +400 +15%
HPWM
410
High Pines Wealth Management
Massachusetts
$355K +$334K +2,982 New
IA
411
IFG Advisory
Georgia
$353K -$33.8K -302 -9%
BWM
412
BCS Wealth Management
Tennessee
$353K
TA
413
Tiedemann Advisors
New York
$353K +$333K +2,970 New
WLPWM
414
Walled Lake Planning & Wealth Management
Illinois
$347K -$5.49K -49 -2%
FFN
415
Focus Financial Network
Minnesota
$346K +$326K +2,911 New
SWPG
416
Strategic Wealth Partners Group
Illinois
$343K
MFG
417
Merit Financial Group
Georgia
$343K +$8.06K +72 +3%
WWM
418
Western Wealth Management
Colorado
$343K +$17.9K +160 +6%
TNBTD
419
Trustmark National Bank Trust Department
Mississippi
$341K -$229K -2,045 -42%
Lido Advisors
420
Lido Advisors
California
$337K -$202K -1,807 -39%
DY
421
Dowling & Yahnke
California
$337K -$5.6K -50 -2%
NAMP
422
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$335K -$67.2K -600 -18%
RJT
423
Raymond James Trust
Florida
$335K +$14K +125 +5%
RMDI
424
R.M. Davis Inc
Maine
$334K +$315K +2,811 New
MFW
425
Meristem Family Wealth
Minnesota
$332K