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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
451
Novare Capital Management
North Carolina
$664K
LWAC
452
Laurel Wealth Advisors (California)
California
$664K +$17.3K +122 +2%
VCA
453
Verdence Capital Advisors
Maryland
$662K +$306K +2,162 +73%
JCM
454
Jacobi Capital Management
Pennsylvania
$662K +$388K +2,742 +116%
NL
455
NWAM LLC
Washington
$657K +$203K +1,434 +40%
FHA
456
Flagship Harbor Advisors
Massachusetts
$654K -$707 -5 -0.1%
ACP
457
Aveo Capital Partners
Colorado
$651K +$41.9K +296 +6%
FLA
458
Financial Life Advisors
Texas
$650K -$51.5K -364 -7%
WWM
459
Western Wealth Management
Colorado
$644K +$27.7K +196 +4%
Franklin Resources
460
Franklin Resources
California
$644K +$441K +3,116 +168%
BEAM
461
Baker Ellis Asset Management
Washington
$629K +$385K +2,725 +128%
MSA
462
Marino Stram & Associates
Massachusetts
$628K -$704K -4,978 -51%
TBWA
463
Three Bridge Wealth Advisors
California
$628K +$9.2K +65 +1%
CFO
464
Collective Family Office
Pennsylvania
$625K -$99K -700 -13%
GCM
465
G2 Capital Management
Ohio
$625K
NP
466
NorthRock Partners
Minnesota
$618K +$61.5K +435 +10%
PCM
467
Parsons Capital Management
Rhode Island
$614K +$88.4K +625 +15%
ZB
468
Zions Bancorporation
Utah
$606K
NB
469
Northwest Bancshares
Pennsylvania
$601K -$11.5K -81 -2%
KWM
470
Kingsview Wealth Management
Oregon
$600K +$235K +1,659 +56%
RIS
471
Retirement Income Solutions
Michigan
$600K +$656K +4,636 New
CB
472
Cadence Bank
Mississippi
$591K +$46.5K +329 +8%
FVWA
473
Foster Victor Wealth Advisors
South Carolina
$590K -$18.8K -133 -3%
EFL
474
ERn Financial LLC
Wisconsin
$590K +$14.9K +105 +2%
CFG
475
Citizens Financial Group
Rhode Island
$577K +$97.5K +689 +18%