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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1026
West Financial Advisors
Iowa
$35.9K
AA
1027
Addison Advisors
Vermont
$34.9K +$10.4K +66 +45%
SS
1028
SBI Securities
Japan
$34.7K -$158 -1 -0.5%
NB
1029
NBT Bank
New York
$33.1K
TF
1030
Tompkins Financial
New York
$32.9K
WBC
1031
West Branch Capital
Massachusetts
$31.9K
AWM
1032
Accredited Wealth Management
Kentucky
$29.6K
HWA
1033
HHM Wealth Advisors
Tennessee
$27.6K +$158 +1 +0.6%
AIA
1034
Aventus Investment Advisors
Florida
$27.5K +$26.4K +167 New
RF
1035
Roxbury Financial
New Jersey
$27.1K
PWMG
1036
Prestige Wealth Management Group
New Jersey
$26.5K
TPWA
1037
Twin Peaks Wealth Advisors
California
$23K +$21.5K +136 New
BIM
1038
Breakwater Investment Management
Washington
$22.2K
SC
1039
SouthState Corp
Florida
$21.9K -$35.6K -225 -63%
VCM
1040
Versant Capital Management
Arizona
$21.7K
FGC
1041
Financial Gravity Companies
Texas
$20K +$19.2K +121 New
CAM
1042
Clarity Asset Management
Iowa
$19.1K +$18.4K +116 New
WCAMG
1043
Woodard & Company Asset Management Group
North Carolina
$18.1K -$1.58K -10 -8%
Kayne Anderson Rudnick Investment Management
1044
Kayne Anderson Rudnick Investment Management
California
$18K
ME
1045
McIlrath & Eck
Washington
$17.9K
MIM
1046
MTM Investment Management
South Carolina
$17.6K
FCT
1047
First Community Trust
Iowa
$17.4K +$317 +2 +2%
CWM
1048
CarsonAllaria Wealth Management
Illinois
$16.9K
WIM
1049
Westside Investment Management
California
$16.7K +$3.8K +24 +32%
PA
1050
Pineridge Advisors
Missouri
$16.5K