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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
5L
351
55I LLC
Massachusetts
$832K +$334K +2,350 +65%
9WM
352
9258 Wealth Management
Ohio
$823K +$21.6K +152 +3%
WFPG
353
Waller Financial Planning Group
Ohio
$820K +$994 +7 +0.1%
PIA
354
Pinion Investment Advisors
Kansas
$806K +$22.9K +161 +3%
PFS
355
Prospera Financial Services
Texas
$802K +$55.3K +389 +7%
GPA
356
Guidance Point Advisors
Massachusetts
$800K +$3.27K +23 +0.4%
MWM
357
Meridian Wealth Management
Kentucky
$792K -$55.5K -391 -6%
JPLA
358
Joseph P. Lucia & Associates
New York
$788K +$51.4K +362 +7%
CBFP
359
Cedar Brook Financial Partners
Ohio
$784K +$16.9K +119 +2%
SCM
360
Southport Capital Management
Tennessee
$783K -$188K -1,324 -19%
HCIA
361
Hochman Cole Investment Advisors
Illinois
$780K -$49.9K -351 -6%
FLA
362
Financial Life Advisors
Texas
$777K +$4.26K +30 +0.5%
FA
363
FDx Advisors
Illinois
$773K -$3.69K -26 -0.5%
PIMG
364
Patriot Investment Management Group
Tennessee
$765K
HWA
365
Heartwood Wealth Advisors
Virginia
$756K
CHA
366
Carmichael Hill & Associates
Maryland
$755K -$14.5K -102 -2%
RCA
367
Rex Capital Advisors
Rhode Island
$750K
MSFS
368
Main Street Financial Solutions
Pennsylvania
$731K -$7.96K -56 -1%
BCA
369
Bay Colony Advisors
Massachusetts
$730K -$20.6K -145 -3%
BAS
370
Brown Advisory Securities
Maryland
$724K -$209K -1,473 -22%
FHA
371
Flagship Harbor Advisors
Massachusetts
$696K
NP
372
NorthRock Partners
Minnesota
$694K -$142 -1 -0%
CIBC Private Wealth Group
373
CIBC Private Wealth Group
Georgia
$682K +$29.1K +205 +4%
AWM
374
Altavista Wealth Management
North Carolina
$677K -$39.6K -279 -5%
ACP
375
Aveo Capital Partners
Colorado
$672K -$26.6K -187 -4%