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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citizens Financial Group
501
Citizens Financial Group
Rhode Island
$945K +$7.32K +43 +0.8%
CPW
502
Cove Private Wealth
New York
$944K – – –
NFW
503
Noble Family Wealth
Florida
$943K +$24K +141 +3%
TDWM
504
Topel & Distasi Wealth Management
California
$942K – – –
RPSA
505
Richard P. Slaughter Associates
Texas
$929K -$402K -2,365 -31%
Envestnet Portfolio Solutions
506
Envestnet Portfolio Solutions
Illinois
$927K +$221K +1,301 +32%
Vise Technologies
507
Vise Technologies
New York
$926K +$61.1K +359 +7%
RFS
508
Retirement Financial Solutions
Tennessee
$926K +$4.59K +27 +0.5%
CCB
509
Country Club Bank
Missouri
$925K – – –
Jane Street
510
Jane Street
New York
$924K +$901K +5,295 New
LG
511
LAM Group
Oregon
$921K – – –
Ancora Advisors
512
Ancora Advisors
Ohio
$912K -$5.28K -31 -0.6%
WMA
513
William Mack & Associates
Michigan
$911K -$17.5K -103 -2%
Caprock Group
514
Caprock Group
Idaho
$903K +$889K +5,225 New
HP
515
Holistic Planning
Texas
$891K -$58K -341 -6%
PB
516
Pinnacle Bancorp
Nebraska
$890K +$340 +2 +0%
FCA
517
Fortis Capital Advisors
Kansas
$889K -$50.5K -297 -6%
AWA
518
Aaron Wealth Advisors
Illinois
$883K – – –
BEAM
519
Baker Ellis Asset Management
Washington
$868K – – –
MFA
520
McClarren Financial Advisors
Pennsylvania
$863K -$222K -1,307 -24%
Neuberger Berman Group
521
Neuberger Berman Group
New York
$863K +$841K +4,945 New
Forvis Mazars Wealth Advisors
522
Forvis Mazars Wealth Advisors
Missouri
$854K +$176K +1,033 +27%
Legacy Financial Group (Iowa)
523
Legacy Financial Group (Iowa)
Iowa
$854K +$340 +2 +0%
Clearstead Advisors
524
Clearstead Advisors
Ohio
$853K +$92.4K +543 +13%
CWM
525
Connecticut Wealth Management
Connecticut
$849K -$340 -2 -0%