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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRC
901
Curi RMB Capital
Illinois
$210K -$3.54K -21 -2%
CFG
902
Chapman Financial Group
Hawaii
$209K +$218K +1,294 New
CA
903
Claro Advisors
Massachusetts
$209K
BAM
904
Belpointe Asset Management
Nevada
$208K +$214K +1,268 New
SW
905
Simplicity Wealth
New Jersey
$207K +$216K +1,281 New
PFWA
906
Paces Ferry Wealth Advisors
Georgia
$207K +$216K +1,280 New
FCBT
907
First Citizens Bank & Trust
North Carolina
$206K -$6.92K -41 -3%
BWA
908
Bestgate Wealth Advisors
Maryland
$205K +$213K +1,265 New
M&T Bank
909
M&T Bank
New York
$204K -$21.4K -127 -9%
CGA
910
Crescent Grove Advisors
Illinois
$204K +$675 +4 +0.3%
NRC
911
New Republic Capital
North Carolina
$201K
D.E. Shaw & Co
912
D.E. Shaw & Co
New York
$201K -$191K -1,130 -48%
CTA
913
Colonial Trust Advisors
South Carolina
$199K -$9.28K -55 -4%
ATC
914
Advantage Trust Company
Kansas
$198K
FIA
915
FPC Investment Advisory
California
$196K +$199K +1,182 New
PCFFS
916
Pacific Center for Financial Services
California
$195K +$169 +1 +0.1%
WFA
917
Wells Financial Advisors
Massachusetts
$194K
CA
918
CoreCap Advisors
Michigan
$193K +$108K +638 +115%
CNBT
919
Cornerstone National Bank & Trust
Illinois
$183K
MA
920
Montag & Associates
Georgia
$183K -$288K -1,710 -60%
JGIA
921
Jackson Grant Investment Advisers
Connecticut
$172K +$1.01K +6 +0.6%
BCWM
922
Bartlett & Co Wealth Management
Ohio
$169K -$1.18K -7 -0.7%
LFG
923
Larson Financial Group
Missouri
$163K -$31.7K -188 -16%
FPB
924
First PREMIER Bank
South Dakota
$159K
HFS
925
Horizon Financial Services
North Carolina
$158K +$843 +5 +0.5%