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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NB
626
Northwest Bancshares
Pennsylvania
$418K -$11.8K -88 -3%
NP
627
NorthRock Partners
Minnesota
$417K -$108K -807 -22%
BWM
628
BCS Wealth Management
Tennessee
$416K – – –
NAMP
629
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$415K – – –
HIC
630
Holderness Investments Company
North Carolina
$414K +$134 +1 +0%
MA
631
Montag & Associates
Georgia
$412K -$119K -885 -24%
WWP
632
WR Wealth Planners
Missouri
$412K +$18.8K +140 +5%
4WM
633
49 Wealth Management
Texas
$410K +$380K +2,831 New
PA
634
Parallel Advisors
California
$406K -$26.7K -199 -7%
CCM
635
Coldstream Capital Management
Washington
$404K – – –
RCAG
636
Rehmann Capital Advisory Group
Michigan
$403K -$672 -5 -0.2%
TW
637
Traveka Wealth
California
$400K +$370K +2,756 New
QCIG
638
Quad-Cities Investment Group
Iowa
$399K +$8.6K +64 +2%
SIMC
639
Squire Investment Management Company
Utah
$397K +$368K +2,738 New
SCA
640
Snowden Capital Advisors
New York
$395K – – –
VPP
641
Vertex Planning Partners
Illinois
$394K +$80.6K +600 +28%
CCM
642
Crabel Capital Management
California
$392K +$363K +2,703 New
MWM
643
Mission Wealth Management
California
$390K +$104K +771 +40%
CL
644
Cabana LLC
Arkansas
$388K +$360K +2,678 New
GWA
645
GGM Wealth Advisors
Maryland
$386K -$2.02K -15 -0.6%
PA
646
Paragon Advisors
Texas
$385K -$2.69K -20 -0.7%
HIP
647
HUB Investment Partners
Texas
$383K +$355K +2,644 New
VCA
648
Verdence Capital Advisors
Maryland
$383K -$109K -812 -24%
LWM
649
Lodestone Wealth Management
Washington
$378K +$806 +6 +0.2%
WLPWM
650
Walled Lake Planning & Wealth Management
Illinois
$378K +$537 +4 +0.2%