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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
$624K
TPA
452
Trivium Point Advisory
Connecticut
$623K -$456K -3,371 -41%
JCM
453
Jacobi Capital Management
Pennsylvania
$618K -$4.6K -34 -0.7%
FHA
454
Flagship Harbor Advisors
Massachusetts
$611K -$4.33K -32 -0.6%
AUB
455
Atlantic Union Bankshares
Virginia
$609K -$25.6K -189 -4%
TBWA
456
Three Bridge Wealth Advisors
California
$609K +$19.8K +146 +3%
WWM
457
Western Wealth Management
Colorado
$606K +$812 +6 +0.1%
CT
458
Colonial Trust
South Carolina
$606K +$673K +4,973 New
Franklin Resources
459
Franklin Resources
California
$605K
SS
460
Simplicity Solutions
Minnesota
$601K -$112K -831 -14%
FLA
461
Financial Life Advisors
Texas
$600K -$12.2K -90 -2%
PCM
462
Parsons Capital Management
Rhode Island
$599K +$23.7K +175 +4%
MSA
463
Marino Stram & Associates
Massachusetts
$595K +$5.14K +38 +0.8%
GCM
464
G2 Capital Management
Ohio
$588K
PIA
465
Pinion Investment Advisors
Kansas
$584K -$160K -1,181 -20%
KWM
466
Kingsview Wealth Management
Oregon
$581K +$18.5K +137 +3%
GIA
467
Gladstone Institutional Advisory
Florida
$574K -$167K -1,235 -21%
ZB
468
Zions Bancorporation
Utah
$569K
CB
469
Cadence Bank
Mississippi
$562K +$7.72K +57 +1%
AHC
470
Anderson Hoagland & Co
Missouri
$562K +$624K +4,612 New
IPW
471
Intergy Private Wealth
Colorado
$554K +$93.5K +691 +18%
FVWA
472
Foster Victor Wealth Advisors
South Carolina
$553K -$23.3K -172 -4%
NB
473
Northwest Bancshares
Pennsylvania
$548K -$17.9K -132 -3%
PCA
474
Personal Capital Advisors
California
$544K -$193K -1,425 -24%
FFS
475
Founders Financial Securities
Maryland
$539K +$599K +4,425 New