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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
276
WealthShield Partners
North Carolina
$3.04M +$85K +535 +3%
IAS
277
Insigneo Advisory Services
Florida
$3.04M -$8.9K -56 -0.3%
VWM
278
Valley Wealth Managers
New Jersey
$3.04M -$90.8K -571 -3%
PCG
279
Prosperity Consulting Group
Maryland
$3.02M +$2.87M +18,038 New
SCA
280
Stillwater Capital Advisors
Pennsylvania
$3.02M +$32.9K +207 +1%
SVWAG
281
Sound View Wealth Advisors Group
Georgia
$3.01M +$1.15M +7,247 +68%
TW
282
TritonPoint Wealth
Maryland
$3M -$114K -719 -4%
WPC
283
Wedmont Private Capital
Pennsylvania
$2.99M -$52.9K -333 -2%
OC
284
Oppenheimer & Co
New York
$2.89M +$964K +6,066 +54%
HSA
285
HBK Sorce Advisory
Pennsylvania
$2.85M -$14.1K -89 -0.5%
WWM
286
Whalen Wealth Management
Nevada
$2.84M +$2.7M +16,954 New
PFG
287
Pinnacle Financial Group
Illinois
$2.82M +$15.4K +97 +0.6%
CCA
288
Checchi Capital Advisers
California
$2.8M -$954 -6 -0%
SF
289
Safeguard Financial
Wisconsin
$2.8M -$209K -1,312 -7%
VNA
290
Valley National Advisers
Pennsylvania
$2.76M -$1.31M -8,223 -33%
CW
291
Cooksen Wealth
Texas
$2.76M -$263K -1,653 -9%
CIAS
292
CBIZ Investment Advisory Services
Ohio
$2.69M
BOH
293
Bank of Hawaii
Hawaii
$2.63M +$36.2K +228 +1%
SWM
294
Sagace Wealth Management
Florida
$2.62M +$412K +2,589 +20%
RCM
295
RMR Capital Management
California
$2.62M +$39.1K +246 +2%
CTC
296
Central Trust Company
Missouri
$2.62M -$19.9K -125 -0.8%
GVAG
297
Great Valley Advisor Group
Delaware
$2.61M +$1.83M +11,537 +285%
SF
298
Synovus Financial
Georgia
$2.61M +$1.22M +7,674 +98%
CFP
299
Cascade Financial Partners
California
$2.59M +$23.8K +150 +1%
KAS
300
KPP Advisory Services
Kentucky
$2.52M -$8.21M -51,664 -77%