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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
676
Grey Fox Wealth Advisors
Delaware
$285K
AllianceBernstein
677
AllianceBernstein
Tennessee
$285K +$14.5K +109 +6%
IFWM
678
Institute for Wealth Management
Colorado
$284K +$30.7K +230 +13%
OA
679
Oxbow Advisors
Texas
$282K -$25.1K -188 -8%
SRC
680
Sage Rhino Capital
California
$280K +$270K +2,022 New
SA
681
Strategic Advisors
New York
$278K
WWC
682
Waypoint Wealth Counsel
Georgia
$277K
NWA
683
Navis Wealth Advisors
New York
$277K
SAM
684
Silvercrest Asset Management
New York
$276K
MSWM
685
McGlone Suttner Wealth Management
Wisconsin
$275K +$933 +7 +0.4%
BF
686
Brooklyn FI
New York
$274K -$123K -919 -32%
OLA
687
Oliver Luxxe Assets
New Jersey
$271K -$6.93K -52 -3%
TW
688
Towerpoint Wealth
California
$270K +$260K +1,954 New
HWA
689
Heritage Wealth Advisors
Virginia
$270K
VA
690
Valmark Advisers
Ohio
$267K -$303K -2,270 -54%
CG
691
Caprock Group
Idaho
$267K +$133 +1 +0.1%
LB
692
Legacy Bridge
Iowa
$266K +$129K +965 +101%
CT
693
Caldwell Trust
Florida
$266K -$7.33K -55 -3%
KCM
694
Kennicott Capital Management
California
$265K +$511K +3,832 +200%
BFO
695
Biltmore Family Office
North Carolina
$263K
WA
696
Wealthstream Advisors
New York
$262K +$133 +1 +0.1%
MWM
697
Mission Wealth Management
California
$261K +$252K +1,889 New
HSBC Holdings
698
HSBC Holdings
United Kingdom
$258K
MA
699
MCF Advisors
Kentucky
$258K -$142K -1,066 -36%
SSB
700
Sandy Spring Bank
Maryland
$257K +$43.1K +323 +21%