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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCA
451
Verdence Capital Advisors
Maryland
$625K +$2.98K +22 +0.4%
BEAM
452
Baker Ellis Asset Management
Washington
$625K +$37.2K +275 +6%
NCM
453
Novare Capital Management
North Carolina
$624K – – –
TPA
454
Trivium Point Advisory
Connecticut
$623K -$456K -3,371 -41%
JCM
455
Jacobi Capital Management
Pennsylvania
$618K -$4.6K -34 -0.7%
FHA
456
Flagship Harbor Advisors
Massachusetts
$611K -$4.33K -32 -0.6%
Atlantic Union Bankshares
457
Atlantic Union Bankshares
Virginia
$609K -$25.6K -189 -4%
TBWA
458
Three Bridge Wealth Advisors
California
$609K +$19.8K +146 +3%
Western Wealth Management
459
Western Wealth Management
Colorado
$606K +$812 +6 +0.1%
CT
460
Colonial Trust
South Carolina
$606K +$673K +4,973 New
Franklin Resources
461
Franklin Resources
California
$605K – – –
Simplicity Solutions
462
Simplicity Solutions
Minnesota
$601K -$112K -831 -14%
FLA
463
Financial Life Advisors
Texas
$600K -$12.2K -90 -2%
PCM
464
Parsons Capital Management
Rhode Island
$599K +$23.7K +175 +4%
MSA
465
Marino Stram & Associates
Massachusetts
$595K +$5.14K +38 +0.8%
GCM
466
G2 Capital Management
Ohio
$588K – – –
PIA
467
Pinion Investment Advisors
Kansas
$584K -$160K -1,181 -20%
Kingsview Wealth Management
468
Kingsview Wealth Management
Oregon
$581K +$18.5K +137 +3%
GIA
469
Gladstone Institutional Advisory
Florida
$574K -$167K -1,235 -21%
ZB
470
Zions Bancorporation
Utah
$569K – – –
CB
471
Cadence Bank
Mississippi
$562K +$7.72K +57 +1%
AHC
472
Anderson Hoagland & Co
Missouri
$562K +$624K +4,612 New
IPW
473
Intergy Private Wealth
Colorado
$554K +$93.5K +691 +18%
FVWA
474
Foster Victor Wealth Advisors
South Carolina
$553K -$23.3K -172 -4%
NB
475
Northwest Bancshares
Pennsylvania
$548K -$17.9K -132 -3%