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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWA
676
Navis Wealth Advisors
New York
$262K
SAM
677
Silvercrest Asset Management
New York
$261K
BF
678
Brooklyn FI
New York
$259K -$277 -2 -0.1%
FWI
679
Facet Wealth Inc
Maryland
$257K -$180K -1,303 -39%
OLA
680
Oliver Luxxe Assets
New Jersey
$257K -$416 -3 -0.2%
TW
681
Towerpoint Wealth
California
$256K
HWA
682
Heritage Wealth Advisors
Virginia
$255K
CG
683
Caprock Group
Idaho
$252K
LB
684
Legacy Bridge
Iowa
$252K
MWM
685
Mission Wealth Management
California
$251K +$4.02K +29 +2%
KCM
686
Kennicott Capital Management
California
$251K -$531K -3,832 -67%
AWA
687
Arete Wealth Advisors
Illinois
$250K -$1.21M -8,764 -82%
BFO
688
Biltmore Family Office
North Carolina
$249K
WA
689
Wealthstream Advisors
New York
$248K
CSB
690
City State Bank
Iowa
$248K +$9.7K +70 +4%
FMTCOCP
691
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$247K +$142K +1,023 +118%
HSBC Holdings
692
HSBC Holdings
United Kingdom
$245K
FIC
693
Family Investment Center
Missouri
$243K +$1.11K +8 +0.4%
CA
694
CGN Advisors
Kansas
$242K +$257K +1,852 New
H
695
HoyleCohen
California
$242K +$256K +1,850 New
HGERS
696
Householder Group Estate & Retirement Specialist
Arizona
$241K +$255K +1,839 New
PL
697
Plancorp LLC
Missouri
$240K +$41.1K +297 +19%
BWM
698
Benchmark Wealth Management
Connecticut
$240K
VP
699
Verum Partners
North Carolina
$239K
MSAM
700
Moloney Securities Asset Management
Missouri
$239K +$6.92K +50 +3%