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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
151
B. Riley Wealth Management
Tennessee
$399K +$381K +4,224 +3,610%
OC
152
Oppenheimer & Co
New York
$398K +$391K +4,333 New
PFA
153
Paradigm Financial Advisors
Missouri
$390K -$5.42K -60 -1%
WPP
154
Whalerock Point Partners
Rhode Island
$367K +$361K +3,996 New
NFG
155
Next Financial Group
Texas
$366K +$117K +1,297 +48%
CBU
156
CIBC Bank USA
Illinois
$355K +$90.3K +1,000 +35%
MC
157
Mathes Company
New York
$343K
SS
158
Simplicity Solutions
Minnesota
$336K -$107K -1,188 -24%
SCA
159
Stillwater Capital Advisors
Pennsylvania
$322K +$1.81K +20 +0.6%
OIA
160
Optimum Investment Advisors
Illinois
$295K -$13.5K -150 -4%
SSI
161
Scott & Selber Inc
Texas
$294K
WSTAM
162
Wilbanks Smith & Thomas Asset Management
Virginia
$276K +$16.7K +185 +7%
FWM
163
Focused Wealth Management
New York
$268K -$1.81K -20 -0.7%
SCG
164
Sonata Capital Group
Washington
$267K
EAM
165
Evanson Asset Management
California
$264K +$8.31K +92 +3%
Truist Financial
166
Truist Financial
North Carolina
$263K
BT
167
Beacon Trust
New Jersey
$248K -$256K -2,831 -51%
ICAS
168
Investors Capital Advisory Services
Massachusetts
$248K +$244K +2,706 New
HIS
169
Horizon Investment Services
Indiana
$247K +$243K +2,686 New
JIR
170
James Investment Research
Ohio
$234K +$230K +2,550 New
M&T Bank
171
M&T Bank
New York
$232K -$106K -1,179 -32%
NEPPG
172
New England Professional Planning Group
Rhode Island
$232K +$225K +2,491 New
ATC
173
Argent Trust Co
Tennessee
$229K -$40.3K -446 -15%
WT
174
Whittier Trust
California
$227K
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$226K -$137K -1,515 -38%