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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NQWM
676
Northwest Quadrant Wealth Management
Oregon
$241K +$236K +1,607 New
First Manhattan
677
First Manhattan
New York
$239K +$882 +6 +0.4%
AWA
678
Arkadios Wealth Advisors
Georgia
$237K -$11K -75 -5%
OSAM
679
O'Shaughnessy Asset Management
Connecticut
$237K – – –
SMC
680
Smith, Moore & Co
Missouri
$236K +$232K +1,580 New
VVP
681
Venture Visionary Partners
Ohio
$231K +$1.03K +7 +0.5%
WFA
682
WMG Financial Advisors
Tennessee
$231K +$230K +1,567 New
ZIM
683
Zacks Investment Management
Illinois
$230K +$226K +1,539 New
TWP
684
Tempus Wealth Planning
California
$229K -$2.28M -15,532 -91%
CAWM
685
Capital Advisors Wealth Management
Washington
$227K -$6.09M -41,396 -96%
ORC
686
O'Rourke & Company
Massachusetts
$226K +$222K +1,510 New
AHC
687
Anderson Hoagland & Co
Missouri
$225K – – –
CNBT
688
Cornerstone National Bank & Trust
Illinois
$224K -$19.1K -130 -8%
SIMG
689
Sonora Investment Management Group
Arizona
$224K – – –
LA
690
LexAurum Advisors
Kansas
$224K +$220K +1,497 New
CT
691
Caldwell Trust
Florida
$223K +$3.38K +23 +2%
AC
692
Abbrea Capital
California
$222K – – –
BFM
693
Broadview Financial Management
Wisconsin
$222K +$1.03K +7 +0.5%
Deutsche Bank
694
Deutsche Bank
Germany
$220K – – –
PL
695
Plancorp LLC
Missouri
$214K -$108K -736 -34%
B
696
Bailard
California
$214K – – –
YWP
697
YorkBridge Wealth Partners
New York
$214K – – –
VW
698
Vance Wealth
California
$214K +$210K +1,429 New
NF
699
Nikulski Financial
Iowa
$212K -$27.2K -185 -12%
CA
700
Clearstead Advisors
Ohio
$211K -$294 -2 -0.1%