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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
651
Badgley Phelps Wealth Managers
Washington
$237K -$9.48K -67 -4%
WA
652
Wealthstream Advisors
New York
$237K +$4.53K +32 +2%
CSB
653
City State Bank
Iowa
$236K -$2.83K -20 -1%
BWM
654
Benchmark Wealth Management
Connecticut
$235K
SWP
655
Summit Wealth Partners
Florida
$233K -$540K -3,820 -68%
Renaissance Technologies
656
Renaissance Technologies
New York
$233K -$1.1M -7,800 -81%
1IA
657
1834 Investment Advisors
Wisconsin
$232K +$181K +1,278 +248%
PPP
658
Private Portfolio Partners
New Jersey
$227K -$14.1K -100 -5%
GT
659
Greenleaf Trust
Michigan
$227K
BBHC
660
Brown Brothers Harriman & Co
New York
$223K -$17.3K -122 -7%
AMR
661
Asset Management Resources
Massachusetts
$221K
TIA
662
Tiemann Investment Advisors
California
$220K -$18.5K -131 -7%
VW
663
Vance Wealth
California
$217K +$35.4K +250 +17%
AWA
664
Arkadios Wealth Advisors
Georgia
$214K +$9.48K +67 +4%
RT
665
Rockland Trust
Massachusetts
$213K +$232K +1,641 New
LA
666
Latitude Advisors
Florida
$212K -$471K -3,329 -67%
HSBC Holdings
667
HSBC Holdings
United Kingdom
$212K +$231K +1,636 New
WIC
668
Woodmont Investment Counsel
Tennessee
$211K
AL
669
ACAS LLC
California
$208K +$211K +1,491 New
First Manhattan
670
First Manhattan
New York
$207K
OSAM
671
O'Shaughnessy Asset Management
Connecticut
$205K
SMC
672
Smith, Moore & Co
Missouri
$204K -$424 -3 -0.2%
ACM
673
Advisors Capital Management
New Jersey
$203K +$222K +1,569 New
YWP
674
YorkBridge Wealth Partners
New York
$202K +$17.7K +125 +9%
CIC
675
Carnegie Investment Counsel
Ohio
$202K +$29.4K +208 +15%