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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QWM
626
Quaker Wealth Management
New Jersey
$306K +$294 +2 +0.1%
CPP
627
Capasso Planning Partners
South Carolina
$306K +$50.3K +342 +20%
MC
628
Moors & Cabot
Massachusetts
$305K -$9.41K -64 -3%
DWM
629
Doyle Wealth Management
Florida
$305K +$300K +2,041 New
MCM
630
Maryland Capital Management
Maryland
$304K -$4.56K -31 -2%
MMPW
631
Mitchell McLeod Pugh & Williams
Alabama
$301K
SA
632
Strategic Advisors
New York
$301K
LS
633
Leelyn Smith
Illinois
$300K
NAS
634
Nicolet Advisory Services
Wisconsin
$300K +$294 +2 +0.1%
NWA
635
Navis Wealth Advisors
New York
$299K
SC
636
Sierra Capital
Florida
$298K +$54.7K +372 +23%
OLA
637
Oliver Luxxe Assets
New Jersey
$297K -$4.71K -32 -2%
ECM
638
Evergreen Capital Management
Washington
$295K
HWA
639
Heritage Wealth Advisors
Virginia
$292K
FPCG
640
Fort Pitt Capital Group
Pennsylvania
$289K -$1.32K -9 -0.5%
SIC
641
Sterling Investment Counsel
New York
$289K -$882 -6 -0.3%
SAM
642
Seelaus Asset Management
New Jersey
$288K -$40.7K -277 -13%
IFWM
643
Institute for Wealth Management
Colorado
$287K
KCM
644
Kennicott Capital Management
California
$287K
IA
645
IFG Advisory
Georgia
$285K +$4.26K +29 +2%
BFO
646
Biltmore Family Office
North Carolina
$284K -$147K -999 -34%
BPWM
647
Badgley Phelps Wealth Managers
Washington
$284K -$8.82K -60 -3%
QCIG
648
Quad-Cities Investment Group
Iowa
$284K +$1.76K +12 +0.6%
PPP
649
Private Portfolio Partners
New Jersey
$278K +$273K +1,856 New
Franklin Resources
650
Franklin Resources
California
$277K