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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
651
Quad-Cities Investment Group
Iowa
$245K -$849 -6 -0.3%
NAS
652
Nicolet Advisory Services
Wisconsin
$244K -$21.5K -152 -8%
KTM
653
Keeler Thomas Management
Utah
$237K -$60.3K -426 -19%
BPWM
654
Badgley Phelps Wealth Managers
Washington
$237K -$9.48K -67 -4%
WA
655
Wealthstream Advisors
New York
$237K +$4.53K +32 +2%
CSB
656
City State Bank
Iowa
$236K -$2.83K -20 -1%
BWM
657
Benchmark Wealth Management
Connecticut
$235K – – –
SWP
658
Summit Wealth Partners
Florida
$233K -$540K -3,820 -68%
Renaissance Technologies
659
Renaissance Technologies
New York
$233K -$1.1M -7,800 -81%
1IA
660
1834 Investment Advisors
Wisconsin
$232K +$181K +1,278 +248%
PPP
661
Private Portfolio Partners
New Jersey
$227K -$14.1K -100 -5%
GT
662
Greenleaf Trust
Michigan
$227K – – –
BBHC
663
Brown Brothers Harriman & Co
New York
$223K -$17.3K -122 -7%
AMR
664
Asset Management Resources
Massachusetts
$221K – – –
TIA
665
Tiemann Investment Advisors
California
$220K -$18.5K -131 -7%
VW
666
Vance Wealth
California
$217K +$35.4K +250 +17%
AWA
667
Arkadios Wealth Advisors
Georgia
$214K +$9.48K +67 +4%
RT
668
Rockland Trust
Massachusetts
$213K +$232K +1,641 New
LA
669
Latitude Advisors
Florida
$212K -$471K -3,329 -67%
HSBC Holdings
670
HSBC Holdings
United Kingdom
$212K +$231K +1,636 New
WIC
671
Woodmont Investment Counsel
Tennessee
$211K – – –
AL
672
ACAS LLC
California
$208K +$211K +1,491 New
First Manhattan
673
First Manhattan
New York
$207K – – –
OSAM
674
O'Shaughnessy Asset Management
Connecticut
$205K – – –
SMC
675
Smith, Moore & Co
Missouri
$204K -$424 -3 -0.2%