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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IDA
751
Intelligence Driven Advisers
California
$344K – – –
Fisher Asset Management
752
Fisher Asset Management
Washington
$343K +$330K +2,087 New
HIA
753
HTG Investment Advisors
Connecticut
$343K – – –
EFG
754
Embree Financial Group
Illinois
$342K – – –
IIA
755
Integral Investment Advisors
California
$341K +$67K +423 +26%
NPFS
756
Novak & Powell Financial Services
Florida
$340K -$720K -4,550 -69%
BF
757
Brooklyn FI
New York
$340K -$3.33K -21 -1%
DWT
758
Dorsey & Whitney Trust
South Dakota
$339K – – –
BBHC
759
Brown Brothers Harriman & Co
New York
$336K – – –
MA
760
MAS Advisors
Florida
$334K +$15.5K +98 +5%
WWM
761
Western Wealth Management
Colorado
$333K -$25.3K -160 -7%
WWC
762
Waypoint Wealth Counsel
Georgia
$330K – – –
NWA
763
Navis Wealth Advisors
New York
$329K – – –
MWM
764
Maridea Wealth Management
New York
$329K – – –
PA
765
Pinnacle Associates
New York
$327K -$9.34K -59 -3%
AF
766
Amara Financial
California
$326K -$3.48K -22 -1%
IC
767
Iconiq Capital
California
$325K -$5.22K -33 -2%
BIM
768
Bridges Investment Management
Nebraska
$325K -$45.6K -288 -13%
MPW
769
MASECO Private Wealth
$324K +$312K +1,968 New
MA
770
MCF Advisors
Kentucky
$324K – – –
RFS
771
Richardson Financial Services
Massachusetts
$324K -$116K -732 -27%
TA
772
Townsend & Associates
Colorado
$322K – – –
HWA
773
Heritage Wealth Advisors
Virginia
$321K – – –
Bessemer Group
774
Bessemer Group
New Jersey
$317K – – –
LB
775
Legacy Bridge
Iowa
$317K – – –