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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
701
Jacobi Capital Management
Pennsylvania
$508K +$2.45K +14 +0.5%
DE
702
Diversified Enterprises
Delaware
$507K +$104K +592 +26%
ONSWM
703
Old North State Wealth Management
North Carolina
$507K -$14.9K -85 -3%
YIH
704
Y-Intercept (HK)
Hong Kong
$506K +$499K +2,854 New
AGWCA
705
Annis Gardner Whiting Capital Advisors
Florida
$504K +$338K +1,930 +211%
MCCA
706
Mill Creek Capital Advisors
Pennsylvania
$504K -$15.8K -90 -3%
BIM
707
Baldwin Investment Management
Pennsylvania
$503K +$4.38K +25 +0.9%
FB
708
Fulton Bank
Pennsylvania
$501K -$8.75K -50 -2%
VCA
709
Verdence Capital Advisors
Maryland
$500K -$1.4K -8 -0.3%
MWM
710
MOR Wealth Management
Pennsylvania
$497K +$490K +2,800 New
AWA
711
Amplius Wealth Advisors
Pennsylvania
$491K +$350 +2 +0.1%
KeyBank National Association
712
KeyBank National Association
Ohio
$491K -$45K -257 -9%
FCP
713
Fidelis Capital Partners
Florida
$490K -$68.1K -389 -12%
NP
714
NorthRock Partners
Minnesota
$489K -$1.05K -6 -0.2%
CCC
715
Compass Capital Corp
Massachusetts
$484K -$48K -274 -10%
BPWM
716
Badgley Phelps Wealth Managers
Washington
$484K +$478K +2,731 New
CC
717
Courier Capital
New York
$483K -$12.4K -71 -3%
PC
718
Payne Capital
Oregon
$480K -$26.6K -152 -5%
QCIG
719
Quad-Cities Investment Group
Iowa
$479K -$9.1K -52 -2%
HCA
720
Harpswell Capital Advisors
Maine
$479K – – –
IFPL
721
Investments & Financial Planning LLC
Kentucky
$476K -$2.1K -12 -0.4%
IIA
722
Integral Investment Advisors
California
$475K +$105K +600 +29%
LPAM
723
Lodestar Private Asset Management
California
$473K -$11.2K -64 -2%
PA
724
PFG Advisors
Arizona
$469K -$274K -1,568 -37%
TFA
725
TPG Financial Advisors
Oregon
$467K -$350 -2 -0.1%