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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
776
Clune & Associates
Illinois
$337K +$1.36K +8 +0.4%
LB
777
Legacy Bridge
Iowa
$336K
QCM
778
QRG Capital Management
Illinois
$334K -$221K -1,300 -40%
ITB
779
Idaho Trust Bank
Idaho
$334K
PL
780
Plancorp LLC
Missouri
$333K -$71K -417 -18%
WA
781
Wealthstream Advisors
New York
$331K
LA
782
LWM Advisors
California
$331K +$170 +1 +0.1%
LTL
783
Lowery Thomas LLC
California
$331K +$1.7K +10 +0.5%
SRC
784
Sage Rhino Capital
California
$330K +$1.87K +11 +0.6%
FFM
785
Forum Financial Management
Illinois
$327K +$63.3K +372 +25%
CMMS
786
Comprehensive Money Management Services
Florida
$326K
BAMG
787
Brand Asset Management Group
Missouri
$325K +$316K +1,859 New
CA
788
Calton & Associates
Florida
$324K +$94.8K +557 +43%
TA
789
Townsend & Associates
Colorado
$324K
LIWM
790
Long Island Wealth Management
New York
$324K
TFGT
791
TS Financial Group (TSFG)
Illinois
$323K +$170 +1 +0.1%
TW
792
Towerpoint Wealth
California
$323K -$10.2K -60 -3%
FCH
793
Freestone Capital Holdings
Washington
$322K +$314K +1,846 New
MSWM
794
McGlone Suttner Wealth Management
Wisconsin
$322K +$340 +2 +0.1%
HIA
795
HTG Investment Advisors
Connecticut
$320K -$43K -253 -12%
VA
796
Valmark Advisers
Ohio
$319K +$510 +3 +0.2%
VP
797
Verum Partners
North Carolina
$319K
MPAM
798
Murphy Pohlad Asset Management
Minnesota
$318K +$40.5K +238 +15%
MSAM
799
Moloney Securities Asset Management
Missouri
$317K
VFA
800
Valeo Financial Advisors
Indiana
$316K +$99.5K +585 +48%