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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard National Trust
626
Vanguard National Trust
Pennsylvania
$674K +$684K +3,659 New
SWM
627
Sherman Wealth Management
Maryland
$674K -$5.04K -27 -0.7%
WMA
628
William Mack & Associates
Michigan
$672K -$248K -1,328 -27%
HNB
629
Huntington National Bank
Ohio
$670K
YWS
630
Yarger Wealth Strategies
Ohio
$667K -$27.1K -145 -4%
BB
631
Busey Bank
Illinois
$659K -$83.9K -449 -11%
HAG
632
HighPoint Advisor Group
Illinois
$658K +$49.1K +263 +8%
WA
633
WP Advisors
California
$656K +$2.62K +14 +0.4%
DAS
634
Dynamic Advisor Solutions
Arizona
$655K +$23.7K +127 +4%
WB
635
WesBanco Bank
West Virginia
$654K +$45K +241 +7%
SWGC
636
Summit Wealth Group (Colorado)
Colorado
$654K +$182K +974 +38%
SWM
637
Silverlake Wealth Management
Vermont
$654K +$102K +547 +18%
BBHC
638
Brown Brothers Harriman & Co
New York
$651K -$1.31K -7 -0.2%
BBPWM
639
Blue Bell Private Wealth Management
Pennsylvania
$651K -$6.17K -33 -0.9%
IWA
640
Independent Wealth Advisors
North Carolina
$650K
CCWM
641
Cassaday & Co Wealth Management
Virginia
$648K
EPM
642
Elm Partners Management
Pennsylvania
$645K -$5.23K -28 -0.8%
DWM
643
Dakota Wealth Management
Florida
$642K -$512K -2,741 -44%
BHWM
644
Beaird Harris Wealth Management
Texas
$642K +$3.18K +17 +0.5%
ICMM
645
Integrated Capital Management (Michigan)
Michigan
$641K -$2.94M -15,719 -82%
PMFA
646
Plante Moran Financial Advisors
Michigan
$638K +$193K +1,032 +42%
AFG
647
Atomi Financial Group
New York
$638K +$13.6K +73 +2%
SAM
648
SVRN Asset Management
Texas
$638K -$97.1K -520 -13%
ZBNA
649
Zions Bancorporation, National Association
Utah
$637K -$14K -75 -2%
ECM
650
Evergreen Capital Management
Washington
$637K +$374 +2 +0.1%