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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1026
Marquette Asset Management
Minnesota
$36K – – –
WFA
1027
West Financial Advisors
Iowa
$35.9K – – –
AA
1028
Addison Advisors
Vermont
$34.9K +$10.4K +66 +45%
SS
1029
SBI Securities
Japan
$34.7K -$158 -1 -0.5%
NB
1030
NBT Bank
New York
$33.1K – – –
TF
1031
Tompkins Financial
New York
$32.9K – – –
WBC
1032
West Branch Capital
Massachusetts
$31.9K – – –
AWM
1033
Accredited Wealth Management
Kentucky
$29.6K – – –
HWA
1034
HHM Wealth Advisors
Tennessee
$27.6K +$158 +1 +0.6%
AIA
1035
Aventus Investment Advisors
Florida
$27.5K +$26.4K +167 New
RF
1036
Roxbury Financial
New Jersey
$27.1K – – –
PWMG
1037
Prestige Wealth Management Group
New Jersey
$26.5K – – –
TPWA
1038
Twin Peaks Wealth Advisors
California
$23K +$21.5K +136 New
BIM
1039
Breakwater Investment Management
Washington
$22.2K – – –
SC
1040
SouthState Corp
Florida
$21.9K -$35.6K -225 -63%
VCM
1041
Versant Capital Management
Arizona
$21.7K – – –
FGC
1042
Financial Gravity Companies
Texas
$20K +$19.2K +121 New
CAM
1043
Clarity Asset Management
Iowa
$19.1K +$18.4K +116 New
WCAMG
1044
Woodard & Company Asset Management Group
North Carolina
$18.1K -$1.58K -10 -8%
Kayne Anderson Rudnick Investment Management
1045
Kayne Anderson Rudnick Investment Management
California
$18K – – –
ME
1046
McIlrath & Eck
Washington
$17.9K – – –
MIM
1047
MTM Investment Management
South Carolina
$17.6K – – –
FCT
1048
First Community Trust
Iowa
$17.4K +$317 +2 +2%
CWM
1049
CarsonAllaria Wealth Management
Illinois
$16.9K – – –
WIM
1050
Westside Investment Management
California
$16.7K +$3.8K +24 +32%