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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
626
Moloney Securities Asset Management
Missouri
$263K -$32.1K -227 -10%
MWM
627
MorganRosel Wealth Management
Colorado
$263K -$8.21K -58 -3%
LA
628
LexAurum Advisors
Kansas
$262K +$75K +530 +35%
KWM
629
KerberRose Wealth Management
Wisconsin
$262K +$286K +2,023 New
MMPW
630
Mitchell McLeod Pugh & Williams
Alabama
$261K
BBA
631
BLB&B Advisors
Pennsylvania
$260K -$15.8K -112 -5%
SA
632
Strategic Advisors
New York
$260K
Kovitz Investment Group Partners
633
Kovitz Investment Group Partners
Illinois
$259K -$13.4K -95 -5%
NWA
634
Navis Wealth Advisors
New York
$259K
CTA
635
Colonial Trust Advisors
South Carolina
$258K -$45.3K -320 -14%
BFA
636
BMS Financial Advisors
South Dakota
$257K
IFWM
637
Institute for Wealth Management
Colorado
$256K +$8.35K +59 +3%
CPFP
638
Clear Perspectives Financial Planning
Ohio
$255K -$243K -1,718 -47%
HWA
639
Heritage Wealth Advisors
Virginia
$252K
RA
640
RFG Advisory
Alabama
$251K -$3.25K -23 -1%
SAM
641
Seelaus Asset Management
New Jersey
$251K +$990 +7 +0.4%
ORC
642
O'Rourke & Company
Massachusetts
$251K +$60.4K +427 +28%
FPCG
643
Fort Pitt Capital Group
Pennsylvania
$250K
FCIM
644
Fairview Capital Investment Management
California
$249K +$272K +1,925 New
MFG
645
Magnus Financial Group
New York
$248K -$25.9K -183 -9%
KCM
646
Kennicott Capital Management
California
$248K
BFO
647
Biltmore Family Office
North Carolina
$246K
QCIG
648
Quad-Cities Investment Group
Iowa
$245K -$849 -6 -0.3%
NAS
649
Nicolet Advisory Services
Wisconsin
$244K -$21.5K -152 -8%
KTM
650
Keeler Thomas Management
Utah
$237K -$60.3K -426 -19%