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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
751
One Capital Management
California
$302K -$954 -6 -0.3%
CSB
752
City State Bank
Iowa
$300K
SW
753
SkyOak Wealth
Michigan
$299K -$10.7K -67 -4%
CCA
754
Criterion Capital Advisors
Tennessee
$298K
SA
755
Strategic Advisors
New York
$295K
RPGK
756
Retirement Planning Group (Kansas)
Kansas
$293K
AWM
757
Ameliora Wealth Management
Switzerland
$293K
SIA
758
Soltis Investment Advisors
Utah
$285K -$10.5K -66 -4%
CM
759
Cornerstone Management
Georgia
$285K -$4.61K -29 -2%
QWM
760
Quadcap Wealth Management
Texas
$283K +$269K +1,690 New
RFA
761
Resurgent Financial Advisors
Georgia
$279K +$3.34K +21 +1%
KCM
762
Kornitzer Capital Management
Kansas
$279K +$16.9K +106 +7%
SRC
763
Sage Rhino Capital
California
$278K +$32K +201 +14%
HGERS
764
Householder Group Estate & Retirement Specialist
Arizona
$277K -$954 -6 -0.4%
VVP
765
Venture Visionary Partners
Ohio
$275K +$2.86K +18 +1%
Allspring Global Investments
766
Allspring Global Investments
North Carolina
$270K -$1.36M -8,579 -84%
SAM
767
Silvercrest Asset Management
New York
$270K -$38.9K -245 -13%
KCM
768
Kennicott Capital Management
California
$268K
CT
769
Caldwell Trust
Florida
$268K
FFL
770
Financial Freedom LLC
Ohio
$267K -$10.2K -64 -4%
Fuller & Thaler Asset Management
771
Fuller & Thaler Asset Management
California
$267K +$7.95K +50 +3%
BPFA
772
Barnes Pettey Financial Advisors
Mississippi
$265K +$159 +1 +0.1%
CA
773
CGN Advisors
Kansas
$264K -$2.54K -16 -1%
LNWWM
774
Laird Norton Wetherby Wealth Management
California
$263K
SWRP
775
Summit Wealth & Retirement Planning
California
$263K