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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IC
826
Iconiq Capital
California
$365K
RFS
827
Richardson Financial Services
Massachusetts
$364K -$13.1K -70 -3%
SW
828
Simplicity Wealth
New Jersey
$363K +$368K +1,971 New
MPW
829
MASECO Private Wealth
$363K +$187 +1 +0.1%
RPGK
830
Retirement Planning Group (Kansas)
Kansas
$363K +$35.3K +189 +11%
Fisher Asset Management
831
Fisher Asset Management
Washington
$362K +$69.1K +370 +23%
TA
832
Townsend & Associates
Colorado
$362K
FB
833
Finward Bancorp
Indiana
$362K -$8.41K -45 -2%
PL
834
Plancorp LLC
Missouri
$360K
IDA
835
Intelligence Driven Advisers
California
$359K +$1.87K +10 +0.5%
HWA
836
Heritage Wealth Advisors
Virginia
$359K
BCA
837
Bay Colony Advisors
Massachusetts
$358K -$46.1K -247 -11%
LIWM
838
Long Island Wealth Management
New York
$358K
LTL
839
Lowery Thomas LLC
California
$355K +$2.06K +11 +0.6%
TBA
840
Tower Bridge Advisors
Pennsylvania
$355K +$360K +1,925 New
LA
841
LWM Advisors
California
$353K +$3.36K +18 +0.9%
PA
842
Pinnacle Associates
New York
$350K
BFO
843
Biltmore Family Office
North Carolina
$350K
CA
844
Clune & Associates
Illinois
$350K +$1.5K +8 +0.4%
GA
845
Greenspring Advisors
Maryland
$350K -$22.6K -121 -6%
CAG
846
Compass Advisory Group
New York
$347K +$110K +590 +46%
DWT
847
Dorsey & Whitney Trust
South Dakota
$346K -$21.1K -113 -6%
VA
848
Valmark Advisers
Ohio
$346K +$6.91K +37 +2%
CIAS
849
Capital Investment Advisory Services
North Carolina
$346K -$7.29K -39 -2%
CMMS
850
Comprehensive Money Management Services
Florida
$344K