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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
751
Pinnacle Associates
New York
$329K +$57.2K +350 +21%
SIC
752
Salem Investment Counselors
North Carolina
$329K – – –
BBHC
753
Brown Brothers Harriman & Co
New York
$328K – – –
TBT
754
Texas Bank & Trust
Texas
$324K -$285K -1,741 -46%
BFS
755
Bradley Foster & Sargent
Connecticut
$324K -$43.3K -265 -12%
IC
756
Iconiq Capital
California
$323K – – –
AF
757
Amara Financial
California
$322K +$2.13K +13 +0.7%
WWC
758
Waypoint Wealth Counsel
Georgia
$322K – – –
NWA
759
Navis Wealth Advisors
New York
$321K – – –
MWM
760
Maridea Wealth Management
New York
$321K -$16.2K -99 -5%
RIS
761
Richmond Investment Services
Wisconsin
$321K +$817 +5 +0.3%
CW
762
Curio Wealth
Maryland
$320K -$322K -1,972 -100%
CA
763
Calton & Associates
Florida
$318K +$323K +1,978 New
MA
764
MCF Advisors
Kentucky
$316K – – –
DAS
765
Dynamic Advisor Solutions
Arizona
$315K +$321K +1,962 New
HWA
766
Heritage Wealth Advisors
Virginia
$313K – – –
WP
767
Wealthspan Partners
Iowa
$313K – – –
MA
768
MAS Advisors
Florida
$310K -$141K -863 -31%
RIS
769
Retirement Income Solutions
Michigan
$310K – – –
LB
770
Legacy Bridge
Iowa
$309K – – –
Bessemer Group
771
Bessemer Group
New Jersey
$309K – – –
TW
772
Towerpoint Wealth
California
$306K – – –
BFO
773
Biltmore Family Office
North Carolina
$305K – – –
WA
774
Wealthstream Advisors
New York
$305K – – –
PWMAG
775
Pinnacle Wealth Management Advisory Group
New Jersey
$304K +$57.2K +350 +23%