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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
426
Wilbanks Smith & Thomas Asset Management
Virginia
$332K +$313K +2,792 New
LNWWM
427
Laird Norton Wetherby Wealth Management
California
$331K +$312K +2,784 New
NFG
428
Nations Financial Group
Iowa
$330K +$88.8K +793 +40%
AHC
429
Anderson Hoagland & Co
Missouri
$329K +$310K +2,768 New
QWM
430
Quaker Wealth Management
New Jersey
$326K -$41.9K -374 -12%
BBHC
431
Brown Brothers Harriman & Co
New York
$323K +$304K +2,717 New
JFGIW
432
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$321K
SCG
433
Sonata Capital Group
Washington
$321K
AWM
434
Atticus Wealth Management
Florida
$321K +$165K +1,469 +119%
WCAMG
435
Woodard & Company Asset Management Group
North Carolina
$320K -$2.24K -20 -0.7%
IAN
436
Integrated Advisors Network
Texas
$320K +$25K +223 +9%
AAS
437
Avantax Advisory Services
Texas
$318K -$515K -4,597 -63%
CHP
438
Cable Hill Partners
Oregon
$316K
5L
439
55I LLC
Massachusetts
$313K -$314K -2,804 -52%
LWAC
440
Laurel Wealth Advisors (California)
California
$309K +$3.25K +29 +1%
WEC
441
Winslow Evans & Crocker
Massachusetts
$309K +$106K +950 +58%
KA
442
Klingman & Associates
New York
$308K -$3.14K -28 -1%
UR
443
USCA RIA
Texas
$308K
PG
444
Prostatis Group
Maryland
$306K +$288K +2,572 New
HIC
445
Holderness Investments Company
North Carolina
$305K -$28.2K -252 -9%
Cerity Partners
446
Cerity Partners
New York
$302K +$28K +250 +11%
ECG
447
Edge Capital Group
Georgia
$298K -$350K -3,127 -56%
BEAM
448
Baker Ellis Asset Management
Washington
$298K
HSWM
449
Hubbell Strickland Wealth Management
Louisiana
$297K -$54.2K -484 -16%
IWC
450
Integrated Wealth Concepts
Massachusetts
$296K -$3.25K -29 -1%