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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
701
Embree Financial Group
Illinois
$306K -$27.6K -182 -8%
WWC
702
Waypoint Wealth Counsel
Georgia
$302K
Russell Investments Group
703
Russell Investments Group
United Kingdom
$302K +$68.1K +449 +29%
Renaissance Technologies
704
Renaissance Technologies
New York
$301K -$3.38M -22,300 -92%
NWA
705
Navis Wealth Advisors
New York
$301K
VA
706
Valmark Advisers
Ohio
$298K +$25K +165 +9%
CCA
707
Criterion Capital Advisors
Tennessee
$298K +$300K +1,980 New
IC
708
Iconiq Capital
California
$298K +$300K +1,979 New
NDSI
709
Newman Dignan & Sheerar Inc
Rhode Island
$297K -$93.5K -616 -24%
MA
710
MCF Advisors
Kentucky
$296K +$23.1K +152 +8%
ATI
711
ARK & TLK Investments
Oklahoma
$296K -$2.73K -18 -0.9%
JIC
712
Joel Isaacson & Co
New York
$295K
HWA
713
Heritage Wealth Advisors
Virginia
$293K
WP
714
Wealthspan Partners
Iowa
$293K
MSWM
715
McGlone Suttner Wealth Management
Wisconsin
$292K -$10.8K -71 -3%
IDA
716
Intelligence Driven Advisers
California
$291K +$294K +1,936 New
LB
717
Legacy Bridge
Iowa
$290K
TW
718
Towerpoint Wealth
California
$289K -$4.86K -32 -2%
LFA
719
LGT Financial Advisors
Texas
$288K -$25.2K -166 -8%
LWM
720
LongView Wealth Management
Georgia
$288K
BFO
721
Biltmore Family Office
North Carolina
$287K
VBWMG
722
Von Berge Wealth Management Group
California
$287K -$9.41K -62 -3%
WA
723
Wealthstream Advisors
New York
$285K
MCCP
724
Mission Creek Capital Partners
California
$285K -$93.2K -614 -25%
KeyBank National Association
725
KeyBank National Association
Ohio
$282K -$16.1K -106 -5%