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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GW
501
GW & Wade
Massachusetts
$286K +$271K +2,120 New
Franklin Resources
502
Franklin Resources
California
$284K -$21.5K -168 -7%
TNB
503
TCF National Bank
South Dakota
$284K +$7.04K +55 +3%
WPP
504
Whalerock Point Partners
Rhode Island
$283K
GRP
505
Global Retirement Partners
California
$280K +$15.7K +123 +6%
PL
506
Plancorp LLC
Missouri
$275K -$150K -1,170 -36%
Kovitz Investment Group Partners
507
Kovitz Investment Group Partners
Illinois
$274K -$56.2K -439 -18%
MCM
508
Maryland Capital Management
Maryland
$274K -$4.22K -33 -2%
SF
509
Synovus Financial
Georgia
$273K -$985K -7,690 -79%
MFG
510
Magnus Financial Group
New York
$273K +$1.79K +14 +0.7%
SA
511
Strategic Advisors
New York
$271K
MMPW
512
Mitchell McLeod Pugh & Williams
Alabama
$271K +$258K +2,012 New
NWA
513
Navis Wealth Advisors
New York
$270K
PFO
514
Pathstone Family Office
New Jersey
$267K +$31.5K +246 +14%
EAM
515
Evanson Asset Management
California
$265K +$640 +5 +0.3%
FNT
516
First National Trust
Pennsylvania
$263K +$20.2K +158 +9%
HWA
517
Heritage Wealth Advisors
Virginia
$263K +$2.56K +20 +1%
W
518
WealthOne
New York
$261K -$23.8K -186 -9%
KOMWMG
519
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$260K +$247K +1,926 New
TSS
520
Two Sigma Securities
New York
$260K +$247K +1,931 New
PFA
521
Professional Financial Advisors
Nebraska
$259K +$24.1K +188 +11%
SAM
522
Seelaus Asset Management
New Jersey
$258K -$21.6K -169 -8%
CFGS
523
Concourse Financial Group Securities
Alabama
$258K +$256 +2 +0.1%
KCM
524
Kennicott Capital Management
California
$258K +$245K +1,916 New
BFO
525
Biltmore Family Office
North Carolina
$256K