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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
$367K +$1.7K +10 +0.5%
WPP
752
Whalerock Point Partners
Rhode Island
$366K – – –
EFG
753
Embree Financial Group
Illinois
$364K +$1.53K +9 +0.4%
CSF
754
Capital Squared Financial
Maryland
$364K +$34.9K +205 +11%
MA
755
MAS Advisors
Florida
$363K +$7.83K +46 +2%
WWM
756
Western Wealth Management
Colorado
$363K +$8.51K +50 +2%
BF
757
Brooklyn FI
New York
$363K +$2.21K +13 +0.6%
IIA
758
Integral Investment Advisors
California
$362K – – –
NAS
759
Nicolet Advisory Services
Wisconsin
$357K -$82.7K -486 -19%
BBHC
760
Brown Brothers Harriman & Co
New York
$356K – – –
FB
761
Finward Bancorp
Indiana
$356K +$34K +200 +11%
RFS
762
Richardson Financial Services
Massachusetts
$354K +$14.5K +85 +4%
WWC
763
Waypoint Wealth Counsel
Georgia
$350K – – –
NWA
764
Navis Wealth Advisors
New York
$349K – – –
Polen Capital Management
765
Polen Capital Management
Florida
$349K +$340K +2,000 New
DWT
766
Dorsey & Whitney Trust
South Dakota
$348K -$10.9K -64 -3%
OCM
767
One Capital Management
California
$348K +$12.3K +72 +4%
IC
768
Iconiq Capital
California
$345K – – –
Citadel Advisors
769
Citadel Advisors
Florida
$345K -$420K -2,466 -56%
BIM
770
Bridges Investment Management
Nebraska
$345K – – –
MA
771
MCF Advisors
Kentucky
$344K – – –
RWM
772
Revisor Wealth Management
Ohio
$340K +$52.6K +309 +19%
HWA
773
Heritage Wealth Advisors
Virginia
$340K – – –
PA
774
Pinnacle Associates
New York
$340K -$7.49K -44 -2%
BPFA
775
Barnes Pettey Financial Advisors
Mississippi
$339K +$58.5K +344 +22%