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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
676
Blue Trust Inc
Georgia
$270K -$40.4K -291 -13%
SA
677
Strategic Advisors
New York
$270K
WWC
678
Waypoint Wealth Counsel
Georgia
$269K
MWM
679
MorganRosel Wealth Management
Colorado
$269K +$278K +2,004 New
NWA
680
Navis Wealth Advisors
New York
$268K
Kovitz Investment Group Partners
681
Kovitz Investment Group Partners
Illinois
$268K
SAM
682
Silvercrest Asset Management
New York
$267K -$39.4K -284 -12%
D
683
Diversified
Delaware
$266K
MSWM
684
McGlone Suttner Wealth Management
Wisconsin
$265K +$832 +6 +0.3%
CT
685
Caldwell Trust
Florida
$265K +$7.91K +57 +3%
CAM
686
Clark Asset Management
New Hampshire
$264K +$277 +2 +0.1%
WEG
687
World Equity Group
Illinois
$263K +$476K +3,434 New
HWA
688
Heritage Wealth Advisors
Virginia
$261K
AllianceBernstein
689
AllianceBernstein
Tennessee
$261K -$293K -2,113 -52%
CG
690
Caprock Group
Idaho
$258K
LFG
691
Larson Financial Group
Missouri
$258K -$694 -5 -0.3%
LA
692
Lane & Associates
New Jersey
$258K -$54.1K -390 -17%
KCM
693
Kennicott Capital Management
California
$257K
MC
694
Moors & Cabot
Massachusetts
$256K +$30K +216 +13%
BFO
695
Biltmore Family Office
North Carolina
$255K
W
696
WealthOne
New York
$254K -$19.8K -143 -7%
WA
697
Wealthstream Advisors
New York
$254K
CWA
698
Canvas Wealth Advisors
Kansas
$253K -$162K -1,166 -38%
MSAM
699
Moloney Securities Asset Management
Missouri
$253K -$20.8K -150 -7%
CA
700
Clearstead Advisors
Ohio
$252K +$65.8K +474 +34%