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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
401
Pinion Investment Advisors
Kansas
$889K +$20.3K +138 +2%
MWM
402
Meridian Wealth Management
Kentucky
$882K +$28K +191 +3%
CWA
403
CJM Wealth Advisers
Virginia
$876K +$856K +5,828 New
ST
404
Smithfield Trust
Pennsylvania
$875K -$85.9K -585 -9%
GPA
405
Guidance Point Advisors
Massachusetts
$866K +$4.85K +33 +0.6%
TCOV
406
Trust Company of Vermont
Vermont
$866K +$200K +1,359 +31%
CIBC Private Wealth Group
407
CIBC Private Wealth Group
Georgia
$863K +$126K +856 +18%
CHA
408
Carmichael Hill & Associates
Maryland
$842K +$27.6K +188 +3%
WFPG
409
Waller Financial Planning Group
Ohio
$841K -$41.1K -280 -5%
CBFP
410
Cedar Brook Financial Partners
Ohio
$841K -$3.52K -24 -0.4%
FLA
411
Financial Life Advisors
Texas
$828K -$8.08K -55 -1%
PIMG
412
Patriot Investment Management Group
Tennessee
$824K
HWA
413
Heartwood Wealth Advisors
Virginia
$814K
RCA
414
Rex Capital Advisors
Rhode Island
$808K
FIBT
415
First International Bank & Trust
North Dakota
$805K +$787K +5,357 New
CHC
416
City Holding Co
West Virginia
$798K +$146K +995 +22%
V
417
Veritable
Delaware
$794K -$247K -1,682 -24%
MSFS
418
Main Street Financial Solutions
Pennsylvania
$788K +$881 +6 +0.1%
BCA
419
Bay Colony Advisors
Massachusetts
$786K +$734 +5 +0.1%
BAS
420
Brown Advisory Securities
Maryland
$779K
LWAC
421
Laurel Wealth Advisors (California)
California
$779K +$760K +5,176 New
IFG
422
Independent Financial Group
California
$765K +$50.2K +342 +7%
FHA
423
Flagship Harbor Advisors
Massachusetts
$753K +$7.93K +54 +1%
FVWA
424
Foster Victor Wealth Advisors
South Carolina
$748K -$386K -2,630 -35%
Cerity Partners
425
Cerity Partners
New York
$737K +$272K +1,855 +61%