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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
276
MYCIO Wealth Partners
Pennsylvania
$588K +$657 +6 +0.1%
FWM
277
Foresight Wealth Management
Utah
$585K -$272K -2,481 -32%
SFG
278
StrategIQ Financial Group
Indiana
$574K -$164K -1,497 -22%
TA
279
Tiedemann Advisors
New York
$574K +$561K +5,126 New
SAM
280
SignalPoint Asset Management
Missouri
$573K +$4.93K +45 +0.9%
KA
281
Kovack Advisors
Florida
$553K -$10.1K -92 -2%
PP
282
Prudential plc
United Kingdom
$546K +$10.9K +100 +2%
Mercer Global Advisors
283
Mercer Global Advisors
Colorado
$543K +$5.69K +52 +1%
SPIA
284
Steward Partners Investment Advisory
New York
$540K +$548 +5 +0.1%
VDFA
285
Vickerman & Driscoll Financial Advisors
Washington
$527K -$69.2K -632 -12%
CWM
286
Connecticut Wealth Management
Connecticut
$512K +$504K +4,602 New
NL
287
NWAM LLC
Washington
$504K -$18.8K -172 -4%
CAC
288
Certified Advisory Corp
Florida
$502K +$1.09K +10 +0.2%
WPP
289
Whalerock Point Partners
Rhode Island
$492K
WP
290
WealthSource Partners
California
$489K +$2.41K +22 +0.5%
WIA
291
World Investment Advisors
California
$477K -$67.2K -614 -12%
FHA
292
Flagship Harbor Advisors
Massachusetts
$465K -$16.2K -148 -3%
KCM
293
Kendall Capital Management
Maryland
$463K -$17K -155 -4%
CL
294
Cabana LLC
Arkansas
$454K
TPA
295
Trivium Point Advisory
Connecticut
$449K +$71.4K +652 +19%
WA
296
Wambolt & Associates
Colorado
$444K
PFPT
297
Pinnacle Financial Partners (Tennessee)
Tennessee
$442K +$169K +1,546 +64%
GPA
298
Garrison Point Advisors
California
$440K
ODIJL
299
One Day In July LLC
Vermont
$438K +$431K +3,937 New
TW
300
TrinityPoint Wealth
Connecticut
$429K -$1.21M -11,078 -75%