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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWP
351
Keystone Wealth Partners
Arizona
$1.23M +$1.2M +8,156 New
WI
352
WrapManager Inc
California
$1.21M +$19.2K +131 +2%
BAM
353
Belpointe Asset Management
Nevada
$1.21M -$69.8K -475 -6%
FNBOMD
354
First National Bank of Mount Dora
Florida
$1.2M
TI
355
Truepoint Inc
Ohio
$1.19M +$6.9K +47 +0.6%
WWM
356
Windsor Wealth Management
Indiana
$1.19M +$441 +3 +0%
SS
357
Simplicity Solutions
Minnesota
$1.19M -$6.75K -46 -0.6%
AIM
358
Acropolis Investment Management
Missouri
$1.18M +$4.7K +32 +0.4%
IF
359
Intrua Financial
Texas
$1.17M +$183K +1,249 +19%
HIS
360
Horizon Investment Services
Indiana
$1.14M +$45.5K +310 +4%
CL
361
Choreo LLC
Illinois
$1.13M -$48.8K -332 -4%
WCM
362
Windham Capital Management
Massachusetts
$1.13M
RIM
363
Rockbridge Investment Management
New York
$1.13M +$1.61K +11 +0.1%
IA
364
IFP Advisors
Florida
$1.11M -$482K -3,281 -31%
CAL
365
Capital Advisors Ltd
Ohio
$1.11M
PCA
366
Personal Capital Advisors
California
$1.09M +$139K +949 +14%
Brown Advisory
367
Brown Advisory
Maryland
$1.09M -$43.5K -296 -4%
B
368
Bridgeworth
Alabama
$1.09M -$24.8K -169 -2%
AIFAIM
369
American Institute for Advanced Investment Management
Arizona
$1.07M -$2.35K -16 -0.2%
QCM
370
Quest Capital Management
Texas
$1.07M +$3.67K +25 +0.4%
AMM
371
American Money Management
California
$1.07M -$66.1K -450 -6%
FANJ
372
Financial Architects (New Jersey)
New Jersey
$1.06M
CWM
373
Collaborative Wealth Management
Florida
$1.06M +$1.04M +7,049 New
Financial Engines Advisors
374
Financial Engines Advisors
California
$1.05M -$33.9K -231 -3%
MA
375
Mutual Advisors
Nebraska
$1.04M +$16.3K +111 +2%