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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSI
451
Scott & Selber Inc
Texas
$419K
GJIC
452
Gamble Jones Investment Counsel
California
$416K -$2.84K -20 -0.7%
BWM
453
BCS Wealth Management
Tennessee
$414K +$422K +2,968 New
VCA
454
Verdence Capital Advisors
Maryland
$413K +$102K +715 +32%
PG
455
Prostatis Group
Maryland
$413K -$12.2K -86 -3%
FCH
456
Freestone Capital Holdings
Washington
$410K
HNB
457
Huntington National Bank
Ohio
$409K +$24.1K +170 +7%
SW
458
SVB Wealth
Massachusetts
$409K +$152K +1,068 +57%
BFO
459
Biltmore Family Office
North Carolina
$405K +$142K +998 +53%
JWA
460
JFS Wealth Advisors
Pennsylvania
$402K +$406K +2,855 +11,420%
NB
461
Nicolet Bankshares
Wisconsin
$400K -$54K -380 -12%
NAMP
462
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$400K +$7.1K +50 +2%
SWPG
463
Strategic Wealth Partners Group
Illinois
$398K +$405K +2,852 New
WLPWM
464
Walled Lake Planning & Wealth Management
Illinois
$397K -$3.13K -22 -0.8%
BFA
465
Beacon Financial Advisory
Ohio
$396K -$2.7K -19 -0.7%
LNWWM
466
Laird Norton Wetherby Wealth Management
California
$396K +$7.1K +50 +2%
RMDI
467
R.M. Davis Inc
Maine
$394K +$1.71K +12 +0.4%
MFG
468
Merit Financial Group
Georgia
$393K
SIM
469
Stratos Investment Management
Ohio
$393K +$400K +2,816 New
USCWA
470
U.S. Capital Wealth Advisors
Texas
$385K +$392K +2,760 New
AWM
471
Atticus Wealth Management
Florida
$383K
CA
472
Continuum Advisory
Idaho
$383K +$13.6K +96 +4%
TSW
473
Thompson Siegel & Walmsley
Virginia
$380K +$189K +1,331 +96%
SCG
474
Sonata Capital Group
Washington
$377K
Koshinski Asset Management
475
Koshinski Asset Management
Illinois
$376K +$121K +855 +47%