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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QCM
601
QRG Capital Management
Illinois
$533K +$235K +1,480 +87%
CHJWM
602
Carlton Hofferkamp & Jenks Wealth Management
Texas
$532K
HIS
603
Horizon Investment Services
Indiana
$528K +$23.7K +149 +5%
CIAS
604
Capital Investment Advisory Services
North Carolina
$527K -$36.9K -232 -7%
ITB
605
Idaho Trust Bank
Idaho
$527K
AllianceBernstein
606
AllianceBernstein
Tennessee
$525K +$63.4K +399 +15%
EPP
607
ETF Portfolio Partners
Kansas
$523K -$55.5K -349 -10%
NAS
608
Nicolet Advisory Services
Wisconsin
$520K -$30.4K -191 -6%
FB
609
First Bancorp
Maine
$520K
BHWM
610
Beaird Harris Wealth Management
Texas
$516K +$488K +3,071 +76,775%
WFPG
611
Waller Financial Planning Group
Ohio
$513K -$1.59K -10 -0.3%
SC
612
Scotia Capital
Ontario, Canada
$511K +$485K +3,050 New
SWM
613
Silverlake Wealth Management
Vermont
$500K +$18K +113 +4%
AWA
614
Amplius Wealth Advisors
Pennsylvania
$500K -$51.7K -325 -10%
MCCA
615
Mill Creek Capital Advisors
Pennsylvania
$492K
SCM
616
Sterling Capital Management
North Carolina
$492K +$466K +2,932 New
DAS
617
Diversify Advisory Services
Utah
$491K -$14.9K -94 -3%
YWM
618
Yoder Wealth Management
California
$487K
Qube Research & Technologies (QRT)
619
Qube Research & Technologies (QRT)
United Kingdom
$485K +$172K +1,083 +60%
PFA
620
Professional Financial Advisors
Nebraska
$485K +$1.91K +12 +0.4%
MYIA
621
Mount Yale Investment Advisors
Colorado
$482K +$457K +2,873 New
NAMP
622
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$480K
LPAM
623
Lodestar Private Asset Management
California
$479K +$477 +3 +0.1%
MA
624
Montag & Associates
Georgia
$476K
HIC
625
Holderness Investments Company
North Carolina
$476K +$159 +1 +0%