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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
326
Pinnacle Financial Partners (Georgia)
Georgia
$3.26M +$120K +618 +4%
EWS
327
Evergreen Wealth Solutions
Pennsylvania
$3.25M -$1.13M -5,818 -27%
WPA
328
Wealth Preservation Advisors
Tennessee
$3.25M +$388K +2,006 +14%
LWM
329
Lionshead Wealth Management
New York
$3.24M +$151K +782 +5%
VCP
330
Verus Capital Partners
Arizona
$3.24M -$1.15M -5,938 -27%
AAS
331
Ameritas Advisory Services
Nebraska
$3.2M -$5.41M -27,959 -63%
SWA
332
Strategic Wealth Advisors
Arizona
$3.16M -$2.71K -14 -0.1%
WTA
333
Washington Trust Advisors
Massachusetts
$3.15M +$45.3K +234 +1%
FFN
334
Focus Financial Network
Minnesota
$3.13M +$49.1K +254 +2%
NLA
335
Northern Lights Advisors
Washington
$3.11M -$93.3K -482 -3%
BOH
336
Bank of Hawaii
Hawaii
$3.04M -$14.5K -75 -0.5%
AC
337
Avant Capital
Louisiana
$3.02M -$198K -1,025 -6%
Citigroup
338
Citigroup
New York
$2.99M +$246K +1,269 +9%
GIA
339
Gladstone Institutional Advisory
Florida
$2.98M +$64.4K +333 +2%
SWM
340
Sagace Wealth Management
Florida
$2.96M -$10.3K -53 -0.4%
CIAS
341
CBIZ Investment Advisory Services
Ohio
$2.95M – – –
ACA
342
Aptus Capital Advisors
Alabama
$2.93M -$198K -1,024 -6%
Nuveen
343
Nuveen
North Carolina
$2.91M +$2.85M +14,728 New
EF
344
Envision Financial
Wisconsin
$2.9M -$481K -2,488 -15%
CW
345
CreativeOne Wealth
Kansas
$2.88M +$1.66M +8,588 +144%
LFAS
346
Level Four Advisory Services
Texas
$2.86M +$1.04M +5,386 +59%
IFG
347
Independent Financial Group
California
$2.85M +$726K +3,751 +35%
GAM
348
Gotham Asset Management
New York
$2.85M +$233K +1,204 +9%
NW
349
NewEdge Wealth
Pennsylvania
$2.83M +$30.2K +156 +1%
KWA
350
Kingswood Wealth Advisors
California
$2.8M +$33.9K +175 +1%