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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
176
Wilbanks Smith & Thomas Asset Management
Virginia
$250K – – –
SCG
177
Sonata Capital Group
Washington
$241K – – –
Truist Financial
178
Truist Financial
North Carolina
$240K +$1.42K +16 +0.6%
EAM
179
Evanson Asset Management
California
$235K +$3.55K +40 +1%
NEPPG
180
New England Professional Planning Group
Rhode Island
$219K – – –
WA
181
Wealth Architects
California
$218K -$77.6K -875 -25%
TNBTD
182
Trustmark National Bank Trust Department
Mississippi
$218K +$232K +2,615 New
CFA
183
CT Financial Advisors
Pennsylvania
$210K +$3.19K +36 +1%
Comerica Bank
184
Comerica Bank
Texas
$206K -$252K -2,847 -53%
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$204K – – –
EFSCE
186
Enterprise Financial Services Corp (EFSC)
Missouri
$150K – – –
GAM
187
Gemmer Asset Management
California
$146K – – –
SF
188
Synovus Financial
Georgia
$135K +$2.04K +23 +1%
WEC
189
Winslow Evans & Crocker
Massachusetts
$129K – – –
SG Americas Securities
190
SG Americas Securities
New York
$102K – – –
MCM
191
Manchester Capital Management
Vermont
$101K +$107K +1,210 New
Manulife (Manufacturers Life Insurance)
192
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$99K +$12.1K +136 +13%
NSIM
193
North Star Investment Management
Illinois
$80K – – –
FPTW
194
Franklin, Parlapiano, Turner & Welch
Texas
$67K +$70.9K +800 New
HNB
195
Huntington National Bank
Ohio
$58K – – –
VIA
196
Vantage Investment Advisors
Pennsylvania
$57K +$53.3K +601 +733%
DSC
197
Duncker Streett & Co
Missouri
$47K – – –
WCM
198
Wealthcare Capital Management
Virginia
$42K – – –
RFA
199
Reilly Financial Advisors
California
$34K -$4.26K -48 -10%
IF
200
Ironwood Financial
Arizona
$31K – – –