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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NL
301
NWAM LLC
Washington
$448K +$9.99K +109 +2%
SPIA
302
Steward Partners Investment Advisory
New York
$447K -$374K -4,074 -47%
SWP
303
Stratos Wealth Partners
Ohio
$436K -$331K -3,610 -44%
IAA
304
Ironsides Asset Advisors
North Carolina
$435K -$940K -10,255 -69%
CAC
305
Certified Advisory Corp
Florida
$435K -$202K -2,205 -33%
PFO
306
Pathstone Family Office
New Jersey
$426K -$254K -2,765 -38%
PA
307
Paracle Advisors
Washington
$426K -$200K -2,178 -33%
IA
308
IFP Advisors
Florida
$423K -$4.95K -54 -1%
WAM
309
Wealthspire Advisors (Maryland)
Maryland
$416K +$137K +1,492 +52%
JFGIW
310
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$413K -$2.37M -25,867 -86%
Fisher Asset Management
311
Fisher Asset Management
Washington
$410K +$393K +4,281 New
IFG
312
Independent Financial Group
California
$408K +$40.3K +440 +12%
BCA
313
Bay Colony Advisors
Massachusetts
$406K -$7.15K -78 -2%
PWM
314
Perigon Wealth Management
California
$401K +$20.2K +220 +6%
AWM
315
Altavista Wealth Management
North Carolina
$400K +$383K +4,179 New
CWAG
316
Compton Wealth Advisory Group
Virginia
$394K -$25.9K -282 -6%
CWM
317
Calamos Wealth Management
Illinois
$389K
CWM
318
Connecticut Wealth Management
Connecticut
$386K -$41.7K -455 -10%
PL
319
Plancorp LLC
Missouri
$382K +$74.3K +810 +25%
PAS
320
Partnervest Advisory Services
California
$380K -$29.3K -320 -7%
GPA
321
Garrison Point Advisors
California
$378K
ODIJL
322
One Day In July LLC
Vermont
$377K -$6.14K -67 -2%
SWM
323
SeaCrest Wealth Management
New York
$367K -$10.9K -119 -3%
BFA
324
Beacon Financial Advisory
Ohio
$366K -$14K -153 -4%
M&T Bank
325
M&T Bank
New York
$366K +$96.3K +1,050 +38%