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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
Meridian Wealth Management
Kentucky
$535K +$47.1K +465 +10%
PP
302
Prudential plc
United Kingdom
$531K -$203K -2,000 -28%
9WM
303
9258 Wealth Management
Ohio
$527K -$50.6K -500 -9%
MFS
304
McNamara Financial Services
Massachusetts
$520K
AWM
305
Altavista Wealth Management
North Carolina
$514K +$90.2K +890 +21%
Prudential Financial
306
Prudential Financial
New Jersey
$509K +$122K +1,206 +32%
TNBTD
307
Trustmark National Bank Trust Department
Mississippi
$498K
CAM
308
Cresset Asset Management
Illinois
$497K -$322K -3,181 -39%
HF
309
HRT Financial
New York
$494K -$2.07M -20,438 -81%
WAM
310
Wealthspire Advisors (Maryland)
Maryland
$484K +$42.9K +424 +10%
EFL
311
ERn Financial LLC
Wisconsin
$478K
ZB
312
Zions Bancorporation
Utah
$474K -$10.7K -106 -2%
Lido Advisors
313
Lido Advisors
California
$471K +$166K +1,636 +54%
NP
314
NorthRock Partners
Minnesota
$469K -$19.2K -190 -4%
PA
315
Paracle Advisors
Washington
$452K
SPIA
316
Steward Partners Investment Advisory
New York
$441K -$31.7K -313 -7%
CAPTRUST Financial Advisors
317
CAPTRUST Financial Advisors
North Carolina
$436K -$121K -1,195 -22%
BCA
318
Bay Colony Advisors
Massachusetts
$435K +$5.27K +52 +1%
PAS
319
Partnervest Advisory Services
California
$426K +$23.8K +235 +6%
IA
320
IFP Advisors
Florida
$425K -$31.6K -312 -7%
IFG
321
Independent Financial Group
California
$424K -$8.31K -82 -2%
PWM
322
Perigon Wealth Management
California
$423K -$1.32K -13 -0.3%
CWM
323
Calamos Wealth Management
Illinois
$422K +$10.6K +105 +3%
AFP
324
Ausdal Financial Partners
Iowa
$419K +$134K +1,325 +47%
JPLA
325
Joseph P. Lucia & Associates
New York
$409K -$153K -1,510 -27%