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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
701
Plante Moran Financial Advisors
Michigan
$388K +$1.47K +9 +0.4%
DE
702
Diversified Enterprises
Delaware
$388K +$11.3K +69 +3%
LSPW
703
Lake Street Private Wealth
Illinois
$388K +$163 +1 +0%
B
704
Bailard
California
$388K +$161K +985 +69%
Russell Investments Group
705
Russell Investments Group
United Kingdom
$387K -$2.62K -16 -0.7%
SCG
706
Sonata Capital Group
Washington
$385K – – –
LWM
707
LongView Wealth Management
Georgia
$384K +$73.6K +450 +23%
HIC
708
Holderness Investments Company
North Carolina
$384K – – –
BFG
709
Beacon Financial Group
Texas
$380K – – –
BAMG
710
Brand Asset Management Group
Missouri
$375K +$381K +2,333 New
FLPIM
711
F.L. Putnam Investment Management
Massachusetts
$374K -$2.29K -14 -0.6%
KA
712
Klingman & Associates
New York
$372K – – –
MAS
713
Meeder Advisory Services
Ohio
$371K +$140K +854 +59%
AIC
714
Archer Investment Corporation
Indiana
$369K -$3.27K -20 -0.9%
STA
715
Smith Thornton Advisors
Alabama
$369K – – –
PTC
716
Private Trust Company
Ohio
$364K -$54.9K -336 -13%
BIM
717
Bridges Investment Management
Nebraska
$363K +$13.6K +83 +4%
RRA
718
Round Rock Advisors
Connecticut
$362K – – –
CCM
719
Coldstream Capital Management
Washington
$358K -$76.5K -468 -17%
SFG
720
Snider Financial Group
Washington
$358K -$134K -817 -27%
HSBC Holdings
721
HSBC Holdings
United Kingdom
$357K -$90.9K -556 -20%
FPCG
722
Forum Private Client Group
Indiana
$356K -$1.31K -8 -0.4%
FSBI
723
Fearless Solutions (Best Invest)
Texas
$356K -$16.3K -100 -4%
SC
724
Sierra Capital
Florida
$355K +$490 +3 +0.1%
LWP
725
LMG Wealth Partners
Louisiana
$353K +$2.45K +15 +0.7%