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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
676
Lodestar Private Asset Management
California
$453K -$30.2K -191 -6%
QCIG
677
Quad-Cities Investment Group
Iowa
$452K +$23.6K +149 +6%
TSW
678
Thompson Siegel & Walmsley
Virginia
$450K -$175K -1,106 -29%
NP
679
NorthRock Partners
Minnesota
$447K
TW
680
Traveka Wealth
California
$446K +$2.22K +14 +0.5%
FB
681
Fulton Bank
Pennsylvania
$446K -$29.4K -186 -6%
PTC
682
Private Trust Company
Ohio
$443K +$67.6K +427 +19%
PCMC
683
Paragon Capital Management (Colorado)
Colorado
$443K +$153K +969 +56%
SWM
684
SeaCrest Wealth Management
New York
$440K +$25.6K +162 +6%
TFA
685
TPG Financial Advisors
Oregon
$439K -$143K -902 -25%
ESB
686
Essex Savings Bank
Connecticut
$438K
VPP
687
Vertex Planning Partners
Illinois
$438K
FCBT
688
First Citizens Bank & Trust
North Carolina
$428K +$7.76K +49 +2%
Franklin Resources
689
Franklin Resources
California
$428K -$445K -2,811 -52%
NB
690
Northwest Bancshares
Pennsylvania
$423K -$2.06K -13 -0.5%
NAS
691
Nicolet Advisory Services
Wisconsin
$420K +$91.4K +577 +30%
CA
692
Continuum Advisory
Idaho
$418K -$169K -1,066 -30%
MWM
693
Mission Wealth Management
California
$417K +$9.97K +63 +3%
EWP
694
Elevation Wealth Partners
California
$415K -$67.3K -425 -14%
EBA
695
Eagle Bay Advisors
New York
$414K
BOM
696
Bank of Marin
California
$413K +$398K +2,511 New
OA
697
Oxbow Advisors
Texas
$412K -$5.07K -32 -1%
WLPWM
698
Walled Lake Planning & Wealth Management
Illinois
$412K -$3.8K -24 -0.9%
PWM
699
Paulson Wealth Management
Illinois
$410K -$39.6K -250 -9%
SG
700
StoneX Group
New York
$409K +$950 +6 +0.2%