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Vanguard Morningstar Mid-Cap Value ETF

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