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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OLA
676
Oliver Luxxe Assets
New Jersey
$270K -$88K -634 -24%
BTI
677
Blue Trust Inc
Georgia
$270K -$40.4K -291 -13%
SA
678
Strategic Advisors
New York
$270K – – –
WWC
679
Waypoint Wealth Counsel
Georgia
$269K – – –
MWM
680
MorganRosel Wealth Management
Colorado
$269K +$278K +2,004 New
NWA
681
Navis Wealth Advisors
New York
$268K – – –
Kovitz Investment Group Partners
682
Kovitz Investment Group Partners
Illinois
$268K – – –
SAM
683
Silvercrest Asset Management
New York
$267K -$39.4K -284 -12%
D
684
Diversified
Delaware
$266K – – –
MSWM
685
McGlone Suttner Wealth Management
Wisconsin
$265K +$832 +6 +0.3%
CT
686
Caldwell Trust
Florida
$265K +$7.91K +57 +3%
CAM
687
Clark Asset Management
New Hampshire
$264K +$277 +2 +0.1%
WEG
688
World Equity Group
Illinois
$263K +$476K +3,434 New
HWA
689
Heritage Wealth Advisors
Virginia
$261K – – –
AllianceBernstein
690
AllianceBernstein
Tennessee
$261K -$293K -2,113 -52%
CG
691
Caprock Group
Idaho
$258K – – –
LFG
692
Larson Financial Group
Missouri
$258K -$694 -5 -0.3%
LA
693
Lane & Associates
New Jersey
$258K -$54.1K -390 -17%
KCM
694
Kennicott Capital Management
California
$257K – – –
MC
695
Moors & Cabot
Massachusetts
$256K +$30K +216 +13%
BFO
696
Biltmore Family Office
North Carolina
$255K – – –
W
697
WealthOne
New York
$254K -$19.8K -143 -7%
WA
698
Wealthstream Advisors
New York
$254K – – –
CWA
699
Canvas Wealth Advisors
Kansas
$253K -$162K -1,166 -38%
MSAM
700
Moloney Securities Asset Management
Missouri
$253K -$20.8K -150 -7%