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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WB
701
WesBanco Bank
West Virginia
$587K -$111K -576 -16%
TA
702
Tactive Advisors
Florida
$587K +$11.4K +59 +2%
TF
703
TME Financial
California
$585K +$40.8K +211 +8%
BF
704
Brooklyn FI
New York
$585K +$3.1K +16 +0.6%
PFBT
705
Parkside Financial Bank & Trust
Missouri
$582K – – –
YWM
706
Yoder Wealth Management
California
$574K – – –
MPAM
707
Murphy Pohlad Asset Management
Minnesota
$573K -$35.8K -185 -6%
S
708
SignatureFD
Georgia
$571K +$47K +243 +9%
KF
709
Kelsey Financial
California
$568K – – –
CC
710
Courier Capital
New York
$567K -$12K -62 -2%
ONSWM
711
Old North State Wealth Management
North Carolina
$567K -$13.2K -68 -2%
BIM
712
Baldwin Investment Management
Pennsylvania
$565K +$2.32K +12 +0.4%
NP
713
NorthRock Partners
Minnesota
$564K -$21.7K -112 -4%
JPLA
714
Joseph P. Lucia & Associates
New York
$563K -$18.4K -95 -3%
DE
715
Diversified Enterprises
Delaware
$562K -$10.6K -55 -2%
BWM
716
BCS Wealth Management
Tennessee
$559K – – –
FB
717
Fulton Bank
Pennsylvania
$558K – – –
BMWS
718
Brady Martz Wealth Solutions
North Dakota
$557K – – –
VCA
719
Verdence Capital Advisors
Maryland
$557K +$193 +1 +0%
KCM
720
Kendall Capital Management
Maryland
$555K -$176K -910 -24%
ESB
721
Essex Savings Bank
Connecticut
$555K +$34.8K +180 +7%
MWM
722
MOR Wealth Management
Pennsylvania
$553K – – –
AMM
723
American Money Management
California
$553K -$41.2K -213 -7%
EFG
724
Everest Financial Group
Minnesota
$551K -$16.6K -86 -3%
JCM
725
Jacobi Capital Management
Pennsylvania
$550K -$7.74K -40 -1%