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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
851
Sapient Capital
Indiana
$238K +$5.54K +35 +2%
SCI
852
Silver Coast Investments
United States
$237K +$1.9K +12 +0.8%
KCM
853
Kennicott Capital Management
California
$237K
PIA
854
Panoramic Investment Advisors
Colorado
$236K
TF
855
Theory Financial
Colorado
$235K
FVWA
856
Foster Victor Wealth Advisors
South Carolina
$235K -$246K -1,555 -52%
1NWS
857
1 North Wealth Services
Maryland
$235K +$55.1K +348 +32%
BFPW
858
BOK Financial Private Wealth
Colorado
$235K
CIA
859
Capital Investment Advisors
Georgia
$234K +$225K +1,424 New
GAM
860
Gemmer Asset Management
California
$233K
GWP
861
Gen-Wealth Partners
Michigan
$233K +$6.49K +41 +3%
PWMAG
862
Pinnacle Wealth Management Advisory Group
New Jersey
$232K -$75.8K -479 -25%
RC
863
Roundview Capital
New Jersey
$232K -$21.5K -136 -9%
AWM
864
Atticus Wealth Management
Florida
$232K +$37.2K +235 +20%
VWA
865
VSM Wealth Advisory
Maryland
$232K
BW
866
Blalock Williams
Alabama
$231K
Vanguard Personalized Indexing Management
867
Vanguard Personalized Indexing Management
California
$230K +$222K +1,400 New
NEPWA
868
New England Private Wealth Advisors
Massachusetts
$230K
RSWA
869
Robinson Smith Wealth Advisors
Maine
$228K +$1.11K +7 +0.5%
EW
870
Evoke Wealth
California
$228K -$107K -674 -33%
SFP
871
Shepherd Financial Partners
Massachusetts
$228K
MWP
872
Meriwether Wealth & Planning
Louisiana
$228K
BMD
873
Better Money Decisions
New Mexico
$226K
LNWWM
874
Laird Norton Wetherby Wealth Management
California
$225K +$217K +1,371 New
CIAS
875
Capital Investment Advisory Services
North Carolina
$225K -$16K -101 -7%