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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
401
Comerica Bank
Texas
$892K -$1.76M -12,009 -66%
JIC
402
Johnson Investment Counsel
Ohio
$890K -$86.6K -590 -9%
PIA
403
Pinion Investment Advisors
Kansas
$889K +$20.3K +138 +2%
MWM
404
Meridian Wealth Management
Kentucky
$882K +$28K +191 +3%
CWA
405
CJM Wealth Advisers
Virginia
$876K +$856K +5,828 New
ST
406
Smithfield Trust
Pennsylvania
$875K -$85.9K -585 -9%
GPA
407
Guidance Point Advisors
Massachusetts
$866K +$4.85K +33 +0.6%
TCOV
408
Trust Company of Vermont
Vermont
$866K +$200K +1,359 +31%
CIBC Private Wealth Group
409
CIBC Private Wealth Group
Georgia
$863K +$126K +856 +18%
CHA
410
Carmichael Hill & Associates
Maryland
$842K +$27.6K +188 +3%
WFPG
411
Waller Financial Planning Group
Ohio
$841K -$41.1K -280 -5%
CBFP
412
Cedar Brook Financial Partners
Ohio
$841K -$3.52K -24 -0.4%
FLA
413
Financial Life Advisors
Texas
$828K -$8.08K -55 -1%
PIMG
414
Patriot Investment Management Group
Tennessee
$824K – – –
HWA
415
Heartwood Wealth Advisors
Virginia
$814K – – –
RCA
416
Rex Capital Advisors
Rhode Island
$808K – – –
FIBT
417
First International Bank & Trust
North Dakota
$805K +$787K +5,357 New
CHC
418
City Holding Co
West Virginia
$798K +$146K +995 +22%
V
419
Veritable
Delaware
$794K -$247K -1,682 -24%
MSFS
420
Main Street Financial Solutions
Pennsylvania
$788K +$881 +6 +0.1%
BCA
421
Bay Colony Advisors
Massachusetts
$786K +$734 +5 +0.1%
BAS
422
Brown Advisory Securities
Maryland
$779K – – –
LWAC
423
Laurel Wealth Advisors (California)
California
$779K +$760K +5,176 New
IFG
424
Independent Financial Group
California
$765K +$50.2K +342 +7%
FHA
425
Flagship Harbor Advisors
Massachusetts
$753K +$7.93K +54 +1%