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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CM
626
Cornerstone Management
Georgia
$252K -$5.01K -37 -2%
W
627
WealthOne
New York
$250K -$18K -133 -6%
MW
628
Milestone Wealth
New York
$250K – – –
CPP
629
Capasso Planning Partners
South Carolina
$250K +$541 +4 +0.2%
NAS
630
Nicolet Advisory Services
Wisconsin
$250K +$23.3K +172 +9%
MSAM
631
Moloney Securities Asset Management
Missouri
$248K +$948 +7 +0.3%
QCIG
632
Quad-Cities Investment Group
Iowa
$248K +$19.5K +144 +8%
BBA
633
BLB&B Advisors
Pennsylvania
$246K +$948 +7 +0.3%
GWM
634
Geneos Wealth Management
Colorado
$245K -$11.9K -88 -4%
MMPW
635
Mitchell McLeod Pugh & Williams
Alabama
$245K – – –
MA
636
Montag & Associates
Georgia
$245K +$120K +885 +78%
Kovitz Investment Group Partners
637
Kovitz Investment Group Partners
Illinois
$244K – – –
NWA
638
Navis Wealth Advisors
New York
$244K – – –
SA
639
Strategic Advisors
New York
$244K – – –
CTA
640
Colonial Trust Advisors
South Carolina
$243K – – –
FMWA
641
Forvis Mazars Wealth Advisors
Missouri
$242K -$13K -96 -5%
IFWM
642
Institute for Wealth Management
Colorado
$241K +$406 +3 +0.2%
HWA
643
Heritage Wealth Advisors
Virginia
$237K – – –
FPCG
644
Fort Pitt Capital Group
Pennsylvania
$236K – – –
MFG
645
Magnus Financial Group
New York
$235K +$1.76K +13 +0.7%
KCM
646
Kennicott Capital Management
California
$233K – – –
BFO
647
Biltmore Family Office
North Carolina
$231K – – –
WA
648
Wealthstream Advisors
New York
$231K +$8.53K +63 +3%
DTL
649
Dynamic Technology Lab
Singapore
$230K +$256K +1,890 New
PFPT
650
Pinnacle Financial Partners (Tennessee)
Tennessee
$230K +$256K +1,892 New