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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWS
326
Evergreen Wealth Solutions
Pennsylvania
$3.25M -$1.13M -5,818 -27%
WPA
327
Wealth Preservation Advisors
Tennessee
$3.25M +$388K +2,006 +14%
LWM
328
Lionshead Wealth Management
New York
$3.24M +$151K +782 +5%
VCP
329
Verus Capital Partners
Arizona
$3.24M -$1.15M -5,938 -27%
AAS
330
Ameritas Advisory Services
Nebraska
$3.2M -$5.41M -27,959 -63%
SWA
331
Strategic Wealth Advisors
Arizona
$3.16M -$2.71K -14 -0.1%
WTA
332
Washington Trust Advisors
Massachusetts
$3.15M +$45.3K +234 +1%
FFN
333
Focus Financial Network
Minnesota
$3.13M +$49.1K +254 +2%
NLA
334
Northern Lights Advisors
Washington
$3.11M -$93.3K -482 -3%
BOH
335
Bank of Hawaii
Hawaii
$3.04M -$14.5K -75 -0.5%
AC
336
Avant Capital
Louisiana
$3.02M -$198K -1,025 -6%
Citigroup
337
Citigroup
New York
$2.99M +$246K +1,269 +9%
GIA
338
Gladstone Institutional Advisory
Florida
$2.98M +$64.4K +333 +2%
SWM
339
Sagace Wealth Management
Florida
$2.96M -$10.3K -53 -0.4%
CIAS
340
CBIZ Investment Advisory Services
Ohio
$2.95M
ACA
341
Aptus Capital Advisors
Alabama
$2.93M -$198K -1,024 -6%
Nuveen
342
Nuveen
North Carolina
$2.91M +$2.85M +14,728 New
EF
343
Envision Financial
Wisconsin
$2.9M -$481K -2,488 -15%
CW
344
CreativeOne Wealth
Kansas
$2.88M +$1.66M +8,588 +144%
LFAS
345
Level Four Advisory Services
Texas
$2.86M +$1.04M +5,386 +59%
IFG
346
Independent Financial Group
California
$2.85M +$726K +3,751 +35%
GAM
347
Gotham Asset Management
New York
$2.85M +$233K +1,204 +9%
NW
348
NewEdge Wealth
Pennsylvania
$2.83M +$30.2K +156 +1%
KWA
349
Kingswood Wealth Advisors
California
$2.8M +$33.9K +175 +1%
AWA
350
Arkadios Wealth Advisors
Georgia
$2.79M -$69.1K -357 -2%