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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
351
Kovack Advisors
Florida
$881K +$2.4K +17 +0.3%
EWM
352
Empirical Wealth Management
Washington
$880K +$75.9K +537 +9%
PCA
353
Personal Capital Advisors
California
$868K +$32.2K +228 +4%
SFP
354
Strategic Financial Partners
Oregon
$864K +$25.7K +182 +3%
CAM
355
Cresset Asset Management
Illinois
$860K +$158K +1,115 +22%
AF
356
Advisornet Financial
Minnesota
$858K -$9.75K -69 -1%
MWM
357
Meridian Wealth Management
Kentucky
$852K +$80.1K +567 +10%
Susquehanna International Group
358
Susquehanna International Group
Pennsylvania
$845K +$539K +3,811 +173%
HCIA
359
Hochman Cole Investment Advisors
Illinois
$834K -$45.2K -320 -5%
OPS
360
Orion Portfolio Solutions
Nebraska
$833K +$434K +3,068 +107%
WFPG
361
Waller Financial Planning Group
Ohio
$825K +$10.6K +75 +1%
TPA
362
Trivium Point Advisory
Connecticut
$813K +$817K +5,784 New
CSM
363
CAMG Solamere Management
North Carolina
$808K -$565 -4 -0.1%
9WM
364
9258 Wealth Management
Ohio
$806K +$707 +5 +0.1%
GPA
365
Guidance Point Advisors
Massachusetts
$802K +$3.96K +28 +0.5%
NRI
366
NFP Retirement Inc
California
$800K +$75K +531 +10%
BS
367
Boenning & Scattergood
Pennsylvania
$793K +$91K +644 +13%
PIA
368
Pinion Investment Advisors
Kansas
$788K +$537K +3,801 +210%
FA
369
FDx Advisors
Illinois
$782K -$11.4K -81 -1%
FLA
370
Financial Life Advisors
Texas
$777K -$64.2K -454 -8%
CHA
371
Carmichael Hill & Associates
Maryland
$775K -$5.51K -39 -0.7%
CBFP
372
Cedar Brook Financial Partners
Ohio
$772K -$21.3K -151 -3%
PIMG
373
Patriot Investment Management Group
Tennessee
$770K -$33.5K -237 -4%
MA
374
Mutual Advisors
Nebraska
$769K +$4.52K +32 +0.6%
HWA
375
Heartwood Wealth Advisors
Virginia
$761K