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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
$265K +$424 +3 +0.1%
MC
627
Moors & Cabot
Massachusetts
$265K +$990 +7 +0.3%
FFA
628
Founders Financial Alliance
North Carolina
$265K +$176K +1,246 +155%
MSAM
629
Moloney Securities Asset Management
Missouri
$263K -$32.1K -227 -10%
MWM
630
MorganRosel Wealth Management
Colorado
$263K -$8.21K -58 -3%
LA
631
LexAurum Advisors
Kansas
$262K +$75K +530 +35%
KWM
632
KerberRose Wealth Management
Wisconsin
$262K +$286K +2,023 New
MMPW
633
Mitchell McLeod Pugh & Williams
Alabama
$261K – – –
BBA
634
BLB&B Advisors
Pennsylvania
$260K -$15.8K -112 -5%
SA
635
Strategic Advisors
New York
$260K – – –
Kovitz Investment Group Partners
636
Kovitz Investment Group Partners
Illinois
$259K -$13.4K -95 -5%
NWA
637
Navis Wealth Advisors
New York
$259K – – –
CTA
638
Colonial Trust Advisors
South Carolina
$258K -$45.3K -320 -14%
BFA
639
BMS Financial Advisors
South Dakota
$257K – – –
IFWM
640
Institute for Wealth Management
Colorado
$256K +$8.35K +59 +3%
CPFP
641
Clear Perspectives Financial Planning
Ohio
$255K -$243K -1,718 -47%
HWA
642
Heritage Wealth Advisors
Virginia
$252K – – –
RA
643
RFG Advisory
Alabama
$251K -$3.25K -23 -1%
SAM
644
Seelaus Asset Management
New Jersey
$251K +$990 +7 +0.4%
ORC
645
O'Rourke & Company
Massachusetts
$251K +$60.4K +427 +28%
FPCG
646
Fort Pitt Capital Group
Pennsylvania
$250K – – –
FCIM
647
Fairview Capital Investment Management
California
$249K +$272K +1,925 New
MFG
648
Magnus Financial Group
New York
$248K -$25.9K -183 -9%
KCM
649
Kennicott Capital Management
California
$248K – – –
BFO
650
Biltmore Family Office
North Carolina
$246K – – –