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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
801
Medallion Wealth Advisors
Connecticut
$423K -$8.51K -44 -2%
OWA
802
Octavia Wealth Advisors
Ohio
$423K -$5.22K -27 -1%
GCM
803
G2 Capital Management
Ohio
$423K – – –
CAMG
804
CWA Asset Management Group
Florida
$420K +$1.94K +10 +0.5%
ATI
805
ARK & TLK Investments
Oklahoma
$418K – – –
WAG
806
Wilkerson Advisory Group
Missouri
$417K +$1.35K +7 +0.3%
SA
807
Strategic Advisors
New York
$417K -$4.96M -25,662 -92%
EWP
808
Evergreen Wealth Partners
Montana
$415K +$193 +1 +0%
FSBI
809
Fearless Solutions (Best Invest)
Texas
$415K – – –
WI
810
WrapManager Inc
California
$413K -$387 -2 -0.1%
BW
811
BIP Wealth
Georgia
$413K +$48.2K +249 +14%
SRC
812
Sage Rhino Capital
California
$410K +$193 +1 +0%
EHAM
813
Eagle Harbor Asset Management
Washington
$409K -$17.8K -92 -4%
HSBC Holdings
814
HSBC Holdings
United Kingdom
$405K – – –
CIA
815
Capital Investment Advisors
Georgia
$403K +$60.4K +312 +18%
PL
816
Plancorp LLC
Missouri
$401K +$15.1K +78 +4%
TBA
817
Tower Bridge Advisors
Pennsylvania
$400K +$19.3K +100 +5%
LWPC
818
Legacy Wealth Partners (Colorado)
Colorado
$397K -$6.58K -34 -2%
WWC
819
Waypoint Wealth Counsel
Georgia
$396K – – –
NWA
820
Navis Wealth Advisors
New York
$395K – – –
EFG
821
Embree Financial Group
Illinois
$394K +$193 +1 +0.1%
SCTC
822
Sanibel Captiva Trust Company
Florida
$394K – – –
WB
823
West Bancorporation
Iowa
$393K – – –
EBA
824
Eagle Bay Advisors
New York
$392K – – –
Fuller & Thaler Asset Management
825
Fuller & Thaler Asset Management
California
$392K -$98.3K -508 -20%