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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
826
Silvercrest Asset Management
New York
$252K -$5.89K -36 -2%
SAW
827
Signal Advisors Wealth
Michigan
$252K +$257K +1,570 New
WE
828
Wealth Effects
Massachusetts
$252K +$1.96K +12 +0.8%
SWRP
829
Summit Wealth & Retirement Planning
California
$252K – – –
SIMG
830
Sonora Investment Management Group
Arizona
$251K +$10.3K +63 +4%
KCM
831
Kornitzer Capital Management
Kansas
$250K – – –
CAM
832
Clark Asset Management
New Hampshire
$249K – – –
RC
833
Roundview Capital
New Jersey
$249K – – –
CA
834
Clune & Associates
Illinois
$248K +$6.21K +38 +3%
MPAM
835
Murphy Pohlad Asset Management
Minnesota
$248K +$26.2K +160 +12%
CWP
836
Concord Wealth Partners
Virginia
$246K +$1.64K +10 +0.7%
IA
837
IFG Advisory
Georgia
$242K -$19.3K -118 -7%
CT
838
Caldwell Trust
Florida
$241K -$15.5K -95 -6%
Jane Street
839
Jane Street
New York
$241K +$246K +1,503 New
IWM
840
Integris Wealth Management
California
$241K – – –
PP
841
Patten & Patten
Tennessee
$240K – – –
DW
842
Dodds Wealth
Colorado
$240K +$163 +1 +0.1%
LFA
843
Legacy Financial Advisors
Kentucky
$240K +$244K +1,495 New
JWM
844
JPL Wealth Management
Colorado
$239K – – –
Qube Research & Technologies (QRT)
845
Qube Research & Technologies (QRT)
United Kingdom
$237K -$312K -1,906 -56%
TCM
846
TruNorth Capital Management
Michigan
$236K – – –
ACM
847
Advisors Capital Management
New Jersey
$236K -$26K -159 -10%
BlackRock
848
BlackRock
New York
$236K +$6.38K +39 +3%
CIAS
849
Capital Investment Advisory Services
North Carolina
$236K -$240K -1,466 -50%
CSB
850
City State Bank
Iowa
$236K -$11.3K -69 -4%