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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
376
Independent Financial Group
California
$663K +$11.4K +80 +2%
CFO
377
Collective Family Office
Pennsylvania
$653K -$664K -4,675 -50%
ZB
378
Zions Bancorporation
Utah
$653K
CAC
379
Certified Advisory Corp
Florida
$647K +$22.3K +157 +4%
CCWA
380
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$644K
EFL
381
ERn Financial LLC
Wisconsin
$627K -$10.2K -72 -2%
CHC
382
City Holding Co
West Virginia
$627K +$34.1K +240 +6%
AIC
383
Archer Investment Corporation
Indiana
$624K +$12.2K +86 +2%
MFS
384
McNamara Financial Services
Massachusetts
$616K -$9.09K -64 -1%
TCOV
385
Trust Company of Vermont
Vermont
$615K +$118K +830 +23%
Bessemer Group
386
Bessemer Group
New Jersey
$609K +$418K +2,944 +207%
OIA
387
OneDigital Investment Advisors
Kansas
$607K -$45.5K -320 -7%
CSM
388
CAMG Solamere Management
North Carolina
$606K -$202K -1,420 -25%
AUB
389
Atlantic Union Bankshares
Virginia
$599K
LA
390
Latitude Advisors
Florida
$597K +$320K +2,252 +111%
CMBA
391
C.M. Bidwell & Associates
Hawaii
$594K
NL
392
NWAM LLC
Washington
$582K +$2.56K +18 +0.4%
STA
393
Summit Trail Advisors
New York
$569K
CWM
394
Connecticut Wealth Management
Connecticut
$563K
GIA
395
Gladstone Institutional Advisory
Florida
$559K +$59.4K +418 +12%
ODIJL
396
One Day In July LLC
Vermont
$555K +$142 +1 +0%
GPA
397
Garrison Point Advisors
California
$554K +$1.42K +10 +0.3%
AAS
398
Avantax Advisory Services
Texas
$548K +$47.3K +333 +9%
SWP
399
Stratos Wealth Partners
Ohio
$547K +$87.9K +619 +19%
OPS
400
Orion Portfolio Solutions
Nebraska
$545K -$287K -2,020 -34%