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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
726
Wealthstream Advisors
New York
$275K – – –
CSB
727
City State Bank
Iowa
$274K – – –
SIM
728
Stratos Investment Management
Ohio
$274K +$254K +1,888 New
KeyBank National Association
729
KeyBank National Association
Ohio
$272K +$19.5K +145 +8%
CA
730
CGN Advisors
Kansas
$270K +$1.34K +10 +0.5%
FWI
731
Facet Wealth Inc
Maryland
$266K -$24.7K -184 -9%
BWM
732
Benchmark Wealth Management
Connecticut
$265K – – –
BCG
733
Breakwater Capital Group
New Jersey
$265K -$43.7K -325 -15%
GAM
734
Garrison Asset Management
Arkansas
$265K +$245K +1,827 New
VP
735
Verum Partners
North Carolina
$265K – – –
MA
736
MCF Advisors
Kentucky
$263K – – –
IA
737
IFG Advisory
Georgia
$263K +$14.1K +105 +6%
PCFFS
738
Pacific Center for Financial Services
California
$258K -$11.6M -86,423 -98%
PL
739
Plancorp LLC
Missouri
$257K -$8.33K -62 -3%
LSA
740
Lansing Street Advisors
Pennsylvania
$255K +$236K +1,759 New
FMWA
741
Forvis Mazars Wealth Advisors
Missouri
$252K +$28.1K +209 +14%
LSA
742
Lion Street Advisors
Texas
$251K – – –
CM
743
Cornerstone Management
Georgia
$250K -$47K -350 -17%
BBHC
744
Brown Brothers Harriman & Co
New York
$250K – – –
MSAM
745
Moloney Securities Asset Management
Missouri
$250K -$13.4K -100 -5%
AL
746
Aspiriant LLC
California
$249K – – –
RSWA
747
Robinson Smith Wealth Advisors
Maine
$245K +$227K +1,692 New
RCA
748
Ranch Capital Advisors
Florida
$245K +$14.4K +107 +7%
HGERS
749
Householder Group Estate & Retirement Specialist
Arizona
$243K -$21.9K -163 -9%
LWMG
750
Levy Wealth Management Group
Pennsylvania
$243K +$1.75K +13 +0.8%