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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
526
Heritage Wealth Advisors
Virginia
$272K
FPCG
527
Fort Pitt Capital Group
Pennsylvania
$271K -$31.7K -223 -10%
MCM
528
MAI Capital Management
Ohio
$271K +$29.3K +206 +12%
IFWM
529
Institute for Wealth Management
Colorado
$268K -$28.4K -200 -9%
KCM
530
Kennicott Capital Management
California
$267K
CMO
531
Covenant Multifamily Offices
Texas
$264K +$263K +1,853 New
TWA
532
TCI Wealth Advisors
Arizona
$262K +$224K +1,576 +527%
QCIG
533
Quad-Cities Investment Group
Iowa
$261K +$265K +1,867 New
SBIA
534
Sheaff Brock Investment Advisors
Indiana
$260K
Franklin Resources
535
Franklin Resources
California
$259K -$36.2K -255 -12%
MFG
536
Magnus Financial Group
New York
$255K -$47.2K -332 -15%
BWM
537
Benchmark Wealth Management
Connecticut
$253K
CHP
538
Cable Hill Partners
Oregon
$253K
MA
539
MCF Advisors
Kentucky
$253K
HIC
540
Holderness Investments Company
North Carolina
$248K -$214K -1,506 -46%
IA
541
IFG Advisory
Georgia
$248K -$19.9K -140 -7%
SAM
542
Silvercrest Asset Management
New York
$242K
WP
543
WealthPLAN Partners
Nebraska
$242K +$232K +1,633 New
LWMG
544
Levy Wealth Management Group
Pennsylvania
$241K -$3.98K -28 -2%
DWT
545
Dorsey & Whitney Trust
South Dakota
$239K +$243K +1,710 New
LSPW
546
Lake Street Private Wealth
Illinois
$232K +$19K +134 +9%
MC
547
Moors & Cabot
Massachusetts
$229K -$10.4K -73 -4%
DP
548
Dearborn Partners
Illinois
$226K
WIC
549
Woodmont Investment Counsel
Tennessee
$225K +$852 +6 +0.4%
NF
550
Nikulski Financial
Iowa
$224K