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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
176
Brown Advisory
Maryland
$441K -$143K -1,759 -26%
HighTower Advisors
177
HighTower Advisors
Illinois
$430K +$76.7K +940 +23%
NFC
178
Northeast Financial Consultants
Connecticut
$420K +$393K +4,825 New
BRWM
179
B. Riley Wealth Management
Tennessee
$397K +$34K +417 +10%
PFA
180
Paradigm Financial Advisors
Missouri
$396K -$76.2K -935 -17%
FMWA
181
Forvis Mazars Wealth Advisors
Missouri
$383K +$82 +1 +0%
WAM
182
Wealthspire Advisors (Maryland)
Maryland
$382K +$82 +1 +0%
WI
183
WBI Investments
New Jersey
$371K -$9.79K -120 -3%
RFC
184
Regions Financial Corp
Alabama
$369K +$126K +1,544 +57%
Truist Financial
185
Truist Financial
North Carolina
$358K +$89.7K +1,100 +36%
PPA
186
Parametric Portfolio Associates
Washington
$348K -$6.2K -76 -2%
WSTAM
187
Wilbanks Smith & Thomas Asset Management
Virginia
$346K +$78.7K +965 +32%
CCM
188
Covington Capital Management
California
$314K +$294K +3,600 New
CWM
189
Cornerstone Wealth Management
Missouri
$305K +$283K +3,470 New
NP
190
NorthRock Partners
Minnesota
$304K +$285K +3,495 New
SHCM
191
Stokes & Hubbell Capital Management
Louisiana
$297K -$81.5K -1,000 -23%
OIA
192
Optimum Investment Advisors
Illinois
$286K +$24.5K +300 +10%
MGIA
193
Moneta Group Investment Advisors
Missouri
$284K -$121K -1,480 -31%
SSI
194
Scott & Selber Inc
Texas
$279K
M&T Bank
195
M&T Bank
New York
$277K -$41.2K -505 -14%
NFG
196
Next Financial Group
Texas
$270K -$35.7K -438 -12%
GI
197
Gradient Investments
Minnesota
$269K -$2.01M -24,651 -89%
SHA
198
Smith Hayes Advisers
Nebraska
$262K +$22.1K +271 +10%
JP Morgan Chase
199
JP Morgan Chase
New York
$259K +$242K +2,972 New
SCG
200
Sonata Capital Group
Washington
$253K