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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCC
651
Compass Capital Corp
Massachusetts
$487K -$238K -1,501 -34%
AWM
652
Apollon Wealth Management
South Carolina
$485K -$3.96K -25 -0.8%
BIM
653
Baldwin Investment Management
Pennsylvania
$484K -$815K -5,150 -64%
DAS
654
Diversify Advisory Services
Utah
$483K -$54.6K -345 -11%
MCCA
655
Mill Creek Capital Advisors
Pennsylvania
$482K
SWM
656
Silverlake Wealth Management
Vermont
$479K -$475 -3 -0.1%
YWM
657
Yoder Wealth Management
California
$478K
JCM
658
Jacobi Capital Management
Pennsylvania
$477K +$7.92K +50 +2%
RIM
659
Rockbridge Investment Management
New York
$476K -$42.9K -271 -9%
RA
660
RFG Advisory
Alabama
$475K -$29.3K -185 -6%
KeyBank National Association
661
KeyBank National Association
Ohio
$475K -$49.9K -315 -10%
HI
662
Horizon Investments
North Carolina
$473K +$108K +685 +31%
WFPG
663
Waller Financial Planning Group
Ohio
$473K +$19K +120 +4%
MYIA
664
Mount Yale Investment Advisors
Colorado
$472K -$12K -76 -3%
NAMP
665
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$471K
PFA
666
Professional Financial Advisors
Nebraska
$467K +$4.91K +31 +1%
BWM
667
BCS Wealth Management
Tennessee
$465K
OWA
668
Octavia Wealth Advisors
Ohio
$463K -$66.7K -421 -13%
IFPL
669
Investments & Financial Planning LLC
Kentucky
$462K +$1.27K +8 +0.3%
CC
670
Courier Capital
New York
$461K -$136K -859 -23%
TF
671
TME Financial
California
$461K -$88.4K -558 -17%
VCA
672
Verdence Capital Advisors
Maryland
$460K +$3.33K +21 +0.8%
GCM
673
G2 Capital Management
Ohio
$459K -$61.6K -389 -12%
ACM
674
Advisors Capital Management
New Jersey
$455K +$206K +1,298 +88%
EPM
675
Elm Partners Management
Pennsylvania
$454K +$24.7K +156 +6%