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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCMW
151
Northern Capital Management (Wisconsin)
Wisconsin
$482K -$1.39K -15 -0.3%
Comerica Bank
152
Comerica Bank
Texas
$482K +$493K +5,322 New
V
153
Veritable
Delaware
$477K -$305K -3,300 -39%
PFA
154
Paradigm Financial Advisors
Missouri
$442K +$58.9K +636 +15%
KL
155
KWMG LLC
Kansas
$427K +$437K +4,718 New
BRWA
156
B. Riley Wealth Advisors
Florida
$418K -$121K -1,307 -22%
NFG
157
Next Financial Group
Texas
$417K +$57.8K +624 +16%
SCA
158
Stillwater Capital Advisors
Pennsylvania
$402K +$86.1K +930 +27%
WI
159
WBI Investments
New Jersey
$397K -$12.7K -137 -3%
OC
160
Oppenheimer & Co
New York
$392K
WPP
161
Whalerock Point Partners
Rhode Island
$390K +$28.9K +312 +8%
BRWM
162
B. Riley Wealth Management
Tennessee
$372K -$21.3K -230 -5%
MC
163
Mathes Company
New York
$338K
VKH
164
Virtu KCG Holdings
New York
$324K +$331K +3,578 New
WA
165
Wealth Architects
California
$317K +$324K +3,496 New
SSI
166
Scott & Selber Inc
Texas
$290K
FWM
167
Focused Wealth Management
New York
$282K +$17.7K +191 +7%
WSTAM
168
Wilbanks Smith & Thomas Asset Management
Virginia
$272K
SCG
169
Sonata Capital Group
Washington
$263K
Truist Financial
170
Truist Financial
North Carolina
$259K
EAM
171
Evanson Asset Management
California
$252K -$8.42K -91 -3%
SS
172
Simplicity Solutions
Minnesota
$248K -$85.2K -920 -25%
HIS
173
Horizon Investment Services
Indiana
$246K +$2.69K +29 +1%
JIR
174
James Investment Research
Ohio
$231K
M&T Bank
175
M&T Bank
New York
$231K +$2.41K +26 +1%