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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCS
176
Crosspoint Capital Strategies
California
$389K +$380K +4,347 New
SHCM
177
Stokes & Hubbell Capital Management
Louisiana
$379K +$109K +1,251 +40%
FMWA
178
Forvis Mazars Wealth Advisors
Missouri
$378K -$87 -1 -0%
US Bancorp
179
US Bancorp
Minnesota
$378K +$121K +1,381 +46%
WAM
180
Wealthspire Advisors (Maryland)
Maryland
$377K +$384K +4,388 New
WI
181
WBI Investments
New Jersey
$376K +$382K +4,373 New
OC
182
Oppenheimer & Co
New York
$372K
ATC
183
Argent Trust Co
Tennessee
$367K +$69.5K +795 +23%
BRWM
184
B. Riley Wealth Management
Tennessee
$356K +$6.03K +69 +2%
PPA
185
Parametric Portfolio Associates
Washington
$350K +$356K +4,076 New
HighTower Advisors
186
HighTower Advisors
Illinois
$344K -$26K -297 -7%
MC
187
Mathes Company
New York
$321K
M&T Bank
188
M&T Bank
New York
$317K -$29.7K -340 -8%
Select Equity Group
189
Select Equity Group
New York
$309K +$315K +3,598 New
PWAG
190
Polaris Wealth Advisory Group
California
$306K +$312K +3,564 New
NFG
191
Next Financial Group
Texas
$304K -$350 -4 -0.1%
SSI
192
Scott & Selber Inc
Texas
$275K
Truist Financial
193
Truist Financial
North Carolina
$259K +$11.7K +134 +5%
WSTAM
194
Wilbanks Smith & Thomas Asset Management
Virginia
$258K
OIA
195
Optimum Investment Advisors
Illinois
$257K -$6.56K -75 -2%
SCG
196
Sonata Capital Group
Washington
$249K
FWM
197
Focused Wealth Management
New York
$246K -$16.4K -188 -6%
EAM
198
Evanson Asset Management
California
$243K +$437 +5 +0.2%
CFA
199
CT Financial Advisors
Pennsylvania
$236K +$19K +217 +9%
SHA
200
Smith Hayes Advisers
Nebraska
$235K +$239K +2,732 New