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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
$248K +$948 +7 +0.3%
QCIG
627
Quad-Cities Investment Group
Iowa
$248K +$19.5K +144 +8%
BBA
628
BLB&B Advisors
Pennsylvania
$246K +$948 +7 +0.3%
GWM
629
Geneos Wealth Management
Colorado
$245K -$11.9K -88 -4%
MMPW
630
Mitchell McLeod Pugh & Williams
Alabama
$245K
MA
631
Montag & Associates
Georgia
$245K +$120K +885 +78%
Kovitz Investment Group Partners
632
Kovitz Investment Group Partners
Illinois
$244K
NWA
633
Navis Wealth Advisors
New York
$244K
SA
634
Strategic Advisors
New York
$244K
CTA
635
Colonial Trust Advisors
South Carolina
$243K
FMWA
636
Forvis Mazars Wealth Advisors
Missouri
$242K -$13K -96 -5%
IFWM
637
Institute for Wealth Management
Colorado
$241K +$406 +3 +0.2%
HWA
638
Heritage Wealth Advisors
Virginia
$237K
FPCG
639
Fort Pitt Capital Group
Pennsylvania
$236K
MFG
640
Magnus Financial Group
New York
$235K +$1.76K +13 +0.7%
KCM
641
Kennicott Capital Management
California
$233K
BFO
642
Biltmore Family Office
North Carolina
$231K
WA
643
Wealthstream Advisors
New York
$231K +$8.53K +63 +3%
DTL
644
Dynamic Technology Lab
Singapore
$230K +$256K +1,890 New
PFPT
645
Pinnacle Financial Partners (Tennessee)
Tennessee
$230K +$256K +1,892 New
1IA
646
1834 Investment Advisors
Wisconsin
$229K +$12.2K +90 +5%
QWM
647
Quaker Wealth Management
New Jersey
$227K -$25.2K -186 -9%
HSBC Holdings
648
HSBC Holdings
United Kingdom
$227K +$31.4K +232 +14%
TCWA
649
Ten Capital Wealth Advisors
Washington
$226K +$251K +1,856 New
OPW
650
Oxler Private Wealth
New York
$226K +$271K +2,000 New