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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
551
Gladstone Institutional Advisory
Florida
$880K +$58.1K +332 +7%
SWM
552
Schwallier Wealth Management
Michigan
$876K -$361K -2,060 -30%
MWM
553
MorganRosel Wealth Management
Colorado
$872K +$98.9K +565 +13%
FHA
554
Flagship Harbor Advisors
Massachusetts
$872K +$25.9K +148 +3%
PB
555
Pinnacle Bancorp
Nebraska
$869K -$34.3K -196 -4%
NSIM
556
North Star Investment Management
Illinois
$865K +$3.33K +19 +0.4%
Prime Capital Investment Advisors
557
Prime Capital Investment Advisors
Kansas
$864K -$913K -5,217 -52%
CWM
558
Connecticut Wealth Management
Connecticut
$863K – – –
WIM
559
Wiregrass Investment Management
Georgia
$858K +$846K +4,835 New
BI
560
Berkeley Inc
Idaho
$855K +$350 +2 +0%
GJIA
561
Glass Jacobson Investment Advisors
Maryland
$855K +$8.4K +48 +1%
SNS Financial Group
562
SNS Financial Group
Minnesota
$849K – – –
WWA
563
Wingate Wealth Advisors
Massachusetts
$847K +$8.93K +51 +1%
SAM
564
Synergy Asset Management
Washington
$846K -$1.58M -9,052 -65%
Clearstead Advisors
565
Clearstead Advisors
Ohio
$843K -$22.9K -131 -3%
CD
566
Chapin Davis
Maryland
$835K – – –
FFA
567
Founders Financial Alliance
North Carolina
$833K +$3.67K +21 +0.4%
HP
568
Holistic Planning
Texas
$830K -$74.2K -424 -8%
Becker Capital Management
569
Becker Capital Management
Oregon
$829K -$22.9K -131 -3%
KCM
570
Kendall Capital Management
Maryland
$820K -$35.7K -204 -4%
CT
571
Colonial Trust
South Carolina
$820K – – –
TBT
572
Texas Bank & Trust
Texas
$814K +$197K +1,128 +33%
MFA
573
McClarren Financial Advisors
Pennsylvania
$812K -$349K -1,995 -48%
Calamos Wealth Management
574
Calamos Wealth Management
Illinois
$801K +$57.4K +328 +8%
D.E. Shaw & Co
575
D.E. Shaw & Co
New York
$790K +$780K +4,456 New