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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
451
C.M. Bidwell & Associates
Hawaii
$295K +$26.1K +233 +10%
Kovitz Investment Group Partners
452
Kovitz Investment Group Partners
Illinois
$294K -$2.58K -23 -0.9%
NF
453
Nikulski Financial
Iowa
$292K +$2.8K +25 +1%
MSAM
454
Moloney Securities Asset Management
Missouri
$290K +$273K +2,439 New
SCA
455
Snowden Capital Advisors
New York
$288K +$3.47K +31 +1%
SFI
456
SPC Financial Inc
Maryland
$287K -$3.36K -30 -1%
MOS
457
MGO One Seven
Ohio
$284K
AWM
458
Accel Wealth Management
Iowa
$281K +$264K +2,361 New
TFS
459
Thoroughbred Financial Services
Tennessee
$276K -$26.3K -235 -9%
FA
460
FC Advisory
Pennsylvania
$274K +$33.8K +302 +15%
NAS
461
Nicolet Advisory Services
Wisconsin
$273K +$4.82K +43 +2%
NB
462
NBT Bank
New York
$272K
Franklin Resources
463
Franklin Resources
California
$271K +$37.2K +332 +17%
JCM
464
Jacobi Capital Management
Pennsylvania
$270K +$7.17K +64 +3%
VCA
465
Verdence Capital Advisors
Maryland
$266K -$19K -170 -7%
CM
466
Cornerstone Management
Georgia
$266K +$16.9K +151 +7%
SBIA
467
Sheaff Brock Investment Advisors
Indiana
$265K +$249K +2,225 New
TFCP
468
Twin Focus Capital Partners
Massachusetts
$262K +$246K +2,200 New
FMWA
469
Forvis Mazars Wealth Advisors
Missouri
$262K +$247K +2,206 New
CIBC Private Wealth Group
470
CIBC Private Wealth Group
Georgia
$260K +$245K +2,188 New
FPCG
471
Fort Pitt Capital Group
Pennsylvania
$254K -$61.9K -553 -21%
DWP
472
Destiny Wealth Partners
Florida
$254K +$240K +2,139 New
W
473
WealthOne
New York
$253K -$26.7K -238 -10%
IFWM
474
Institute for Wealth Management
Colorado
$252K +$237K +2,120 New
WPP
475
Whalerock Point Partners
Rhode Island
$249K +$210K +1,873 +836%