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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
601
Moloney Securities Asset Management
Missouri
$338K -$50K -340 -13%
MAG
602
Mayfair Advisory Group
Alabama
$338K
KTM
603
Keeler Thomas Management
Utah
$337K -$230K -1,565 -41%
HPWM
604
High Pines Wealth Management
Massachusetts
$336K
W
605
WealthOne
New York
$333K +$328K +2,227 New
VBWMG
606
Von Berge Wealth Management Group
California
$331K
FFMBT
607
First Farmers & Merchants Bank Trust
Tennessee
$330K +$8.09K +55 +3%
PG
608
Proffitt & Goodson
Tennessee
$329K +$324K +2,201 New
FCM
609
Fourpath Capital Management
Oklahoma
$327K -$14.4K -98 -4%
AllianceBernstein
610
AllianceBernstein
Tennessee
$324K +$1.32K +9 +0.4%
DWP
611
Destiny Wealth Partners
Florida
$320K
BEAM
612
Baker Ellis Asset Management
Washington
$319K -$25.7K -175 -8%
FPAS
613
Focus Partners Advisor Solutions
Missouri
$319K +$314K +2,138 New
BBA
614
BLB&B Advisors
Pennsylvania
$317K +$7.65K +52 +3%
SAM
615
Silvercrest Asset Management
New York
$316K +$55.9K +380 +22%
MFG
616
Magnus Financial Group
New York
$315K +$6.62K +45 +2%
Kovitz Investment Group Partners
617
Kovitz Investment Group Partners
Illinois
$314K -$55K -374 -15%
OWP
618
Obermeyer Wealth Partners
Colorado
$314K
WPP
619
Whalerock Point Partners
Rhode Island
$314K
TF
620
Theory Financial
Colorado
$313K -$9.71K -66 -3%
MWM
621
MorganRosel Wealth Management
Colorado
$313K +$307K +2,089 New
CM
622
Cornerstone Management
Georgia
$313K +$173K +1,175 +128%
EA
623
Eudaimonia Advisors
Tennessee
$311K -$51.9K -353 -15%
LSPW
624
Lake Street Private Wealth
Illinois
$307K
EAM
625
Evanson Asset Management
California
$307K +$10.1K +69 +3%