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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
551
Citizens Financial Group
Rhode Island
$519K +$4.16K +31 +0.8%
AA
552
Argent Advisors
Louisiana
$515K – – –
JWA
553
JFS Wealth Advisors
Pennsylvania
$512K +$168K +1,255 +50%
AWA
554
Aaron Wealth Advisors
Illinois
$509K +$505K +3,765 New
PP
555
Pegasus Partners
Wisconsin
$502K +$498K +3,712 New
BB
556
Busey Bank
Illinois
$499K – – –
CMBA
557
C.M. Bidwell & Associates
Hawaii
$495K +$19.7K +147 +4%
BTWM
558
Baker Tilly Wealth Management
Wisconsin
$494K +$31.4K +234 +7%
ST
559
Smithfield Trust
Pennsylvania
$490K – – –
RCA
560
Ranch Capital Advisors
Florida
$483K +$2.55K +19 +0.5%
BFA
561
Beacon Financial Advisory
Ohio
$477K +$72.3K +539 +20%
AAM
562
Autus Asset Management
Arizona
$475K -$5.1K -38 -1%
LNWWM
563
Laird Norton Wetherby Wealth Management
California
$469K +$134 +1 +0%
WCAMG
564
Woodard & Company Asset Management Group
North Carolina
$467K -$1.61K -12 -0.3%
SAM
565
S.A. Mason
Michigan
$467K -$671 -5 -0.1%
CHJWM
566
Carlton Hofferkamp & Jenks Wealth Management
Texas
$462K – – –
WA
567
WP Advisors
California
$461K -$9.66K -72 -2%
AWM
568
Apollon Wealth Management
South Carolina
$458K -$83K -619 -15%
ACP
569
Aveo Capital Partners
Colorado
$452K -$64K -477 -12%
VF
570
VitalStone Financial
Texas
$447K +$443K +3,304 New
NAS
571
Nicolet Advisory Services
Wisconsin
$447K +$150K +1,120 +55%
LTL
572
Lowery Thomas LLC
California
$442K +$209K +1,561 +92%
NB
573
NBT Bank
New York
$441K – – –
NAMP
574
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$438K – – –
HIC
575
Holderness Investments Company
North Carolina
$434K -$13.6K -101 -3%