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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PB
551
Pinnacle Bancorp
Nebraska
$938K +$34.9K +187 +4%
LWL
552
Leo Wealth LLC
Texas
$936K +$13.1K +70 +1%
FMWA
553
Forvis Mazars Wealth Advisors
Missouri
$903K -$22.8K -122 -2%
GJIA
554
Glass Jacobson Investment Advisors
Maryland
$903K +$14.2K +76 +2%
NSIM
555
North Star Investment Management
Illinois
$901K +$1.87K +10 +0.2%
WWA
556
Wingate Wealth Advisors
Massachusetts
$895K +$15.5K +83 +2%
WIM
557
Wiregrass Investment Management
Georgia
$891K
LWM
558
LightSquare Wealth Management
Michigan
$889K +$902K +4,826 New
Legacy Financial Group (Iowa)
559
Legacy Financial Group (Iowa)
Iowa
$886K +$374 +2 +0%
BAM
560
Belpointe Asset Management
Nevada
$884K -$287K -1,537 -24%
FCA
561
Fortis Capital Advisors
Kansas
$884K -$32.9K -176 -4%
CWM
562
Connecticut Wealth Management
Connecticut
$883K -$13.6K -73 -2%
SFG
563
SNS Financial Group
Minnesota
$882K
CA
564
Clearstead Advisors
Ohio
$876K
SWM
565
Schwallier Wealth Management
Michigan
$870K -$3.18K -17 -0.4%
CD
566
Chapin Davis
Maryland
$867K +$187 +1 +0%
HCP
567
Hexagon Capital Partners
Arkansas
$866K +$877K +4,697 New
RPSA
568
Richard P. Slaughter Associates
Texas
$864K -$78.8K -422 -8%
BCI
569
Brinker Capital Investments
Pennsylvania
$858K -$604K -3,234 -41%
HAG
570
HF Advisory Group
Maryland
$854K -$65.9K -353 -7%
NSG
571
Nalls Sherbakoff Group
Tennessee
$850K -$183K -982 -18%
MFA
572
McClarren Financial Advisors
Pennsylvania
$846K +$451K +2,415 +111%
BI
573
Berkeley Inc
Idaho
$838K -$51.6K -276 -6%
BCM
574
Becker Capital Management
Oregon
$834K -$28.6K -153 -3%
CT
575
Colonial Trust
South Carolina
$833K -$19.8K -106 -2%