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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
226
Oak Point Wealth Management
Michigan
$645K -$102K -903 -13%
KWM
227
Kingsview Wealth Management
Oregon
$636K -$61K -542 -9%
JIC
228
Johnson Investment Counsel
Ohio
$618K -$32.1K -285 -5%
VAM
229
Visionary Asset Management
Texas
$618K +$13.5K +120 +2%
RWP
230
RWA Wealth Partners
Massachusetts
$597K -$847K -7,531 -58%
SWM
231
SeaCrest Wealth Management
New York
$582K +$58.7K +522 +11%
CL
232
Choreo LLC
Illinois
$580K -$159K -1,413 -21%
OC
233
Oppenheimer & Co
New York
$572K +$68.3K +607 +13%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$570K -$83.8K -745 -12%
WAG
235
Winthrop Advisory Group
Massachusetts
$559K -$43.7K -389 -7%
AIA
236
Allegis Investment Advisors
Idaho
$556K -$1.45M -12,875 -72%
HFS
237
HL Financial Services
Kentucky
$551K +$566K +5,035 New
WPP
238
Whalerock Point Partners
Rhode Island
$537K – – –
SQA
239
Simon Quick Advisors
New Jersey
$531K +$53K +471 +11%
SCG
240
Sonata Capital Group
Washington
$525K – – –
TNBTD
241
Trustmark National Bank Trust Department
Mississippi
$522K -$6.19K -55 -1%
WTFG
242
Wells Trecaso Financial Group
Ohio
$514K +$175K +1,557 +50%
GA
243
Gateway Advisory
New Jersey
$514K +$529K +4,700 New
CAC
244
Certified Advisory Corp
Florida
$503K +$190K +1,692 +58%
SFSIG
245
San Francisco Sentry Investment Group
California
$485K – – –
RCM
246
RB Capital Management
Nevada
$482K -$5.85K -52 -1%
KA
247
Kovack Advisors
Florida
$477K -$5.4K -48 -1%
SAM
248
SignalPoint Asset Management
Missouri
$467K -$41.2K -366 -8%
Truist Financial
249
Truist Financial
North Carolina
$460K +$150K +1,332 +46%
MA
250
Mutual Advisors
Nebraska
$459K -$28.1K -250 -6%