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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPP
751
Whalerock Point Partners
Rhode Island
$366K
EFG
752
Embree Financial Group
Illinois
$364K +$1.53K +9 +0.4%
CSF
753
Capital Squared Financial
Maryland
$364K +$34.9K +205 +11%
MA
754
MAS Advisors
Florida
$363K +$7.83K +46 +2%
WWM
755
Western Wealth Management
Colorado
$363K +$8.51K +50 +2%
BF
756
Brooklyn FI
New York
$363K +$2.21K +13 +0.6%
IIA
757
Integral Investment Advisors
California
$362K
NAS
758
Nicolet Advisory Services
Wisconsin
$357K -$82.7K -486 -19%
BBHC
759
Brown Brothers Harriman & Co
New York
$356K
FB
760
Finward Bancorp
Indiana
$356K +$34K +200 +11%
RFS
761
Richardson Financial Services
Massachusetts
$354K +$14.5K +85 +4%
WWC
762
Waypoint Wealth Counsel
Georgia
$350K
NWA
763
Navis Wealth Advisors
New York
$349K
Polen Capital Management
764
Polen Capital Management
Florida
$349K +$340K +2,000 New
DWT
765
Dorsey & Whitney Trust
South Dakota
$348K -$10.9K -64 -3%
OCM
766
One Capital Management
California
$348K +$12.3K +72 +4%
IC
767
Iconiq Capital
California
$345K
Citadel Advisors
768
Citadel Advisors
Florida
$345K -$420K -2,466 -56%
BIM
769
Bridges Investment Management
Nebraska
$345K
MA
770
MCF Advisors
Kentucky
$344K
RWM
771
Revisor Wealth Management
Ohio
$340K +$52.6K +309 +19%
HWA
772
Heritage Wealth Advisors
Virginia
$340K
PA
773
Pinnacle Associates
New York
$340K -$7.49K -44 -2%
BPFA
774
Barnes Pettey Financial Advisors
Mississippi
$339K +$58.5K +344 +22%
CAM
775
Clark Asset Management
New Hampshire
$338K -$48.8K -287 -13%