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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BI
476
Berkeley Inc
Idaho
$956K -$1.02M -6,022 -50%
CHC
477
City Holding Co
West Virginia
$951K +$62.4K +370 +7%
IHT Wealth Management
478
IHT Wealth Management
Illinois
$943K -$265K -1,573 -21%
MCM
479
MidAtlantic Capital Management
Virginia
$937K +$1.86K +11 +0.2%
HCP
480
Hexagon Capital Partners
Arkansas
$937K -$51.3K -304 -5%
RWA Wealth Partners
481
RWA Wealth Partners
Massachusetts
$935K +$44.9K +266 +5%
SLT
482
St Louis Trust
Missouri
$929K – – –
Ritholtz Wealth Management
483
Ritholtz Wealth Management
New York
$929K +$4.05K +24 +0.4%
NLP
484
Next Level Private
New York
$926K +$3.54K +21 +0.4%
PA
485
Prossimo Advisors
California
$922K -$15.4K -91 -2%
TNBTD
486
Trustmark National Bank Trust Department
Mississippi
$921K – – –
KFP
487
KMG Fiduciary Partners
Ohio
$919K -$43.9K -260 -4%
FFS
488
Founders Financial Securities
Maryland
$919K -$433K -2,568 -31%
SFC
489
Strategic Financial Concepts
Texas
$918K +$10.5K +62 +1%
Independent Advisor Alliance
490
Independent Advisor Alliance
North Carolina
$918K +$957K +5,673 New
Atomi Financial Group
491
Atomi Financial Group
New York
$914K +$953K +5,648 New
Franklin Resources
492
Franklin Resources
California
$912K -$21.1K -125 -2%
WF
493
Warner Financial
Maryland
$912K +$244K +1,447 +35%
Truepoint Inc
494
Truepoint Inc
Ohio
$911K -$81.1K -481 -8%
BFA
495
Buttonwood Financial Advisors
Maryland
$905K +$188K +1,116 +25%
C
496
Croban
Ohio
$897K +$936K +5,548 New
ORC
497
O'Rourke & Company
Massachusetts
$897K -$31K -184 -3%
Ancora Advisors
498
Ancora Advisors
Ohio
$896K +$43.7K +259 +5%
FineMark National Bank & Trust
499
FineMark National Bank & Trust
Florida
$892K +$188K +1,113 +25%
UFA
500
US Financial Advisors
Massachusetts
$891K +$7.08K +42 +0.8%