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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MECA
226
Miller Equity Capital Advisors
Texas
$798K -$361K -3,350 -25%
WA
227
Wealth Alliance
New York
$791K +$1.05M +9,735 New
SFG
228
StrategIQ Financial Group
Indiana
$788K +$181K +1,681 +21%
LWP
229
Legacy Wealth Planning
Nevada
$778K +$5.28K +49 +0.5%
WTFG
230
Wells Trecaso Financial Group
Ohio
$776K +$74.8K +695 +8%
WFPG
231
Waller Financial Planning Group
Ohio
$761K +$253K +2,350 +34%
HCM
232
Howland Capital Management
Massachusetts
$733K
ECAM
233
East Coast Asset Management
Massachusetts
$728K -$290K -2,694 -23%
FVWA
234
Foster Victor Wealth Advisors
South Carolina
$725K +$66.6K +618 +8%
CWM
235
Capital Wealth Management
Rhode Island
$724K +$164K +1,521 +21%
CCA
236
Checchi Capital Advisers
California
$713K +$289K +2,685 +44%
SPIA
237
Steward Partners Investment Advisory
New York
$710K -$80.9K -751 -8%
GT
238
Glenview Trust
Kentucky
$710K +$56.6K +526 +6%
CWM
239
Cornerstone Wealth Management
Missouri
$706K -$97.7K -907 -9%
SQA
240
Simon Quick Advisors
New Jersey
$699K -$84.1K -781 -8%
PFA
241
Professional Financial Advisors
Nebraska
$699K +$464K +4,312 +130%
GAM
242
Gemmer Asset Management
California
$682K -$65.7K -610 -7%
5L
243
55I LLC
Massachusetts
$675K +$803K +7,453 New
KFA
244
Kays Financial Advisory
Georgia
$671K -$1.93M -17,934 -68%
BPA
245
Beacon Pointe Advisors
California
$667K -$20.2K -188 -2%
PCMC
246
Paragon Capital Management (Colorado)
Colorado
$667K +$538 +5 +0.1%
CL
247
Choreo LLC
Illinois
$665K +$881K +8,180 New
SWP
248
Stratos Wealth Partners
Ohio
$664K -$68.4K -635 -7%
Brown Advisory
249
Brown Advisory
Maryland
$654K -$115K -1,066 -12%
MA
250
MONECO Advisors
Connecticut
$653K -$164K -1,522 -16%