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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
276
Waller Financial Planning Group
Ohio
$572K -$310K -3,377 -36%
PFA
277
Paradigm Financial Advisors
Missouri
$555K +$20.6K +225 +4%
PPW
278
Parcion Private Wealth
Washington
$544K +$517K +5,633 New
9WM
279
9258 Wealth Management
Ohio
$543K
ECG
280
Edge Capital Group
Georgia
$539K
CHA
281
Carmichael Hill & Associates
Maryland
$537K -$95.3K -1,039 -16%
FI
282
FormulaFolio Investments
Michigan
$534K -$8.99K -98 -2%
GPA
283
Guidance Point Advisors
Massachusetts
$534K +$512K +5,586 New
JPLA
284
Joseph P. Lucia & Associates
New York
$531K -$18.3K -200 -3%
5L
285
55I LLC
Massachusetts
$529K -$177K -1,925 -26%
JIC
286
Johnson Investment Counsel
Ohio
$524K -$7.79K -85 -2%
Fiera Capital (Canada)
287
Fiera Capital (Canada)
Quebec, Canada
$524K +$502K +5,475 New
CW
288
CreativeOne Wealth
Kansas
$524K +$502K +5,479 New
CAPTRUST Financial Advisors
289
CAPTRUST Financial Advisors
North Carolina
$522K +$136K +1,482 +37%
HWA
290
Heartwood Wealth Advisors
Virginia
$518K +$173K +1,884 +53%
RCA
291
Rex Capital Advisors
Rhode Island
$514K
WP
292
WMS Partners
Maryland
$507K
CS
293
Capital Square
Tennessee
$503K -$11.3K -123 -2%
MFS
294
McNamara Financial Services
Massachusetts
$491K +$40.6K +443 +9%
TNBTD
295
Trustmark National Bank Trust Department
Mississippi
$470K -$128K -1,400 -22%
AAS
296
Avantax Advisory Services
Texas
$467K +$10.8K +118 +2%
NP
297
NorthRock Partners
Minnesota
$461K +$37K +404 +9%
MWM
298
Meridian Wealth Management
Kentucky
$461K +$131K +1,429 +42%
ZB
299
Zions Bancorporation
Utah
$458K
EFL
300
ERn Financial LLC
Wisconsin
$452K -$35.6K -388 -8%