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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECAM
401
East Coast Asset Management
Massachusetts
$1.13M +$402 +3 +0%
RWP
402
RWA Wealth Partners
Massachusetts
$1.13M -$1.09M -8,117 -51%
PCIA
403
Prime Capital Investment Advisors
Kansas
$1.11M -$268 -2 -0%
AAS
404
Avantax Advisory Services
Texas
$1.11M +$43.2K +322 +4%
CIBC World Market
405
CIBC World Market
Ontario, Canada
$1.11M +$150K +1,120 +16%
TI
406
Truepoint Inc
Ohio
$1.1M +$9.53K +71 +0.9%
NB
407
Nicolet Bankshares
Wisconsin
$1.09M +$771K +5,750 +252%
AIM
408
Acropolis Investment Management
Missouri
$1.08M +$13.1K +98 +1%
FNBOMD
409
First National Bank of Mount Dora
Florida
$1.08M
WA
410
Wambolt & Associates
Colorado
$1.08M +$55.5K +414 +5%
Allspring Global Investments
411
Allspring Global Investments
North Carolina
$1.07M -$307K -2,287 -22%
RFC
412
Regions Financial Corp
Alabama
$1.06M +$487K +3,630 +85%
RWP
413
Revolve Wealth Partners
New Jersey
$1.06M -$27.8K -207 -3%
CPA
414
Cardiff Park Advisors
California
$1.06M -$29.4K -219 -3%
MAWA
415
Moss Adams Wealth Advisors
Washington
$1.06M +$1.05M +7,832 New
HIS
416
Horizon Investment Services
Indiana
$1.06M +$58.8K +438 +6%
WTC
417
WhitTier Trust Company
Nevada
$1.06M
WT
418
Whittier Trust
California
$1.04M -$13.4K -100 -1%
TCOV
419
Trust Company of Vermont
Vermont
$1.04M +$160K +1,193 +18%
IFG
420
Independent Financial Group
California
$1.04M +$70.6K +526 +7%
LSA
421
Lansing Street Advisors
Pennsylvania
$1.03M -$1.22M -9,092 -54%
EP
422
Eudaimonia Partners
Tennessee
$1.02M +$203K +1,516 +25%
WCM
423
Windham Capital Management
Massachusetts
$1.01M
CWA
424
Clarus Wealth Advisors
Arizona
$1.01M +$970K +7,227 New
AWM
425
Atticus Wealth Management
Florida
$1M +$217K +1,617 +28%