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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
751
Salem Investment Counselors
North Carolina
$329K
BBHC
752
Brown Brothers Harriman & Co
New York
$328K
TBT
753
Texas Bank & Trust
Texas
$324K -$285K -1,741 -46%
BFS
754
Bradley Foster & Sargent
Connecticut
$324K -$43.3K -265 -12%
IC
755
Iconiq Capital
California
$323K
AF
756
Amara Financial
California
$322K +$2.13K +13 +0.7%
WWC
757
Waypoint Wealth Counsel
Georgia
$322K
NWA
758
Navis Wealth Advisors
New York
$321K
MWM
759
Maridea Wealth Management
New York
$321K -$16.2K -99 -5%
RIS
760
Richmond Investment Services
Wisconsin
$321K +$817 +5 +0.3%
CW
761
Curio Wealth
Maryland
$320K -$322K -1,972 -100%
CA
762
Calton & Associates
Florida
$318K +$323K +1,978 New
MA
763
MCF Advisors
Kentucky
$316K
DAS
764
Dynamic Advisor Solutions
Arizona
$315K +$321K +1,962 New
HWA
765
Heritage Wealth Advisors
Virginia
$313K
WP
766
Wealthspan Partners
Iowa
$313K
MA
767
MAS Advisors
Florida
$310K -$141K -863 -31%
RIS
768
Retirement Income Solutions
Michigan
$310K
LB
769
Legacy Bridge
Iowa
$309K
Bessemer Group
770
Bessemer Group
New Jersey
$309K
TW
771
Towerpoint Wealth
California
$306K
BFO
772
Biltmore Family Office
North Carolina
$305K
WA
773
Wealthstream Advisors
New York
$305K
PWMAG
774
Pinnacle Wealth Management Advisory Group
New Jersey
$304K +$57.2K +350 +23%
LA
775
LWM Advisors
California
$302K +$69.3K +424 +29%