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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
301
Foresight Wealth Management
Utah
$444K -$147K -1,326 -25%
PL
302
Plancorp LLC
Missouri
$443K +$158K +1,421 +57%
VF
303
Virtu Financial
New York
$439K +$432K +3,888 New
PP
304
Prudential plc
United Kingdom
$429K -$122K -1,100 -22%
CWM
305
Calamos Wealth Management
Illinois
$427K +$420K +3,780 New
UBS AM
306
UBS AM
Illinois
$423K
PAS
307
Partnervest Advisory Services
California
$419K +$412K +3,710 New
RCG
308
Ruggie Capital Group
Florida
$419K +$412K +3,710 New
Truist Financial
309
Truist Financial
North Carolina
$418K -$7K -63 -2%
RFC
310
Regions Financial Corp
Alabama
$412K -$15.6K -140 -4%
TPA
311
Trivium Point Advisory
Connecticut
$409K -$33.2K -299 -7%
CAM
312
Cresset Asset Management
Illinois
$406K +$153K +1,381 +62%
RWA
313
Ropes Wealth Advisors
Massachusetts
$403K
FMWA
314
Forvis Mazars Wealth Advisors
Missouri
$400K
SIA
315
Strategic Investment Advisors
Michigan
$393K -$16.1K -145 -4%
GJIC
316
Gamble Jones Investment Counsel
California
$392K -$5K -45 -1%
CF
317
Centaurus Financial
California
$391K -$32.2K -290 -8%
WA
318
Wambolt & Associates
Colorado
$387K -$62.8K -565 -14%
FANJ
319
Financial Architects (New Jersey)
New Jersey
$386K
NP
320
NorthRock Partners
Minnesota
$383K +$31.1K +280 +9%
WA
321
WP Advisors
California
$376K +$27.5K +248 +8%
VCA
322
Verdence Capital Advisors
Maryland
$375K +$2.89K +26 +0.8%
OWM
323
Opes Wealth Management
California
$374K -$18.2K -164 -5%
IWC
324
Integrated Wealth Concepts
Massachusetts
$374K -$6.67K -60 -2%
SCG
325
Sonata Capital Group
Washington
$373K