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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
726
TS Financial Group (TSFG)
Illinois
$282K -$8.8K -58 -3%
BOM
727
Bank of Marin
California
$281K +$283K +1,867 New
SAM
728
Silvercrest Asset Management
New York
$279K
H
729
HoyleCohen
California
$278K -$120K -790 -30%
SW
730
SkyOak Wealth
Michigan
$278K -$24.9K -164 -8%
BFPW
731
BOK Financial Private Wealth
Colorado
$277K
BWM
732
Benchmark Wealth Management
Connecticut
$275K
VP
733
Verum Partners
North Carolina
$275K
Fisher Asset Management
734
Fisher Asset Management
Washington
$273K +$276K +1,817 New
Qube Research & Technologies (QRT)
735
Qube Research & Technologies (QRT)
United Kingdom
$272K +$67.7K +446 +33%
OCM
736
One Capital Management
California
$272K -$36K -237 -12%
AWM
737
Atticus Wealth Management
Florida
$271K -$66.3K -437 -20%
HI
738
Horizon Investments
North Carolina
$270K +$68.1K +449 +33%
ONSWM
739
Old North State Wealth Management
North Carolina
$270K +$271K +1,789 New
CSB
740
City State Bank
Iowa
$269K
SIA
741
Soltis Investment Advisors
Utah
$266K +$268K +1,768 New
SA
742
Strategic Advisors
New York
$265K -$42.5K -280 -14%
PA
743
Parallel Advisors
California
$264K -$81.8K -539 -24%
RPGK
744
Retirement Planning Group (Kansas)
Kansas
$263K
AWM
745
Ameliora Wealth Management
Switzerland
$263K
MSAM
746
Moloney Securities Asset Management
Missouri
$262K
CM
747
Cornerstone Management
Georgia
$260K
LSA
748
Lion Street Advisors
Texas
$258K -$2.88K -19 -1%
QCM
749
QRG Capital Management
Illinois
$256K +$44.5K +293 +21%
TA
750
Townsend & Associates
Colorado
$253K