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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRI
401
NFP Retirement Inc
California
$225K -$51.7K -564 -19%
SCA
402
Snowden Capital Advisors
New York
$224K +$215K +2,344 New
FWM
403
Foresight Wealth Management
Utah
$221K +$212K +2,310 New
PIA
404
Pinion Investment Advisors
Kansas
$220K -$36.2K -395 -15%
AA
405
Argent Advisors
Louisiana
$220K +$211K +2,300 New
NB
406
NBT Bank
New York
$219K +$209K +2,284 New
BMCM
407
Bryn Mawr Capital Management
Pennsylvania
$219K +$210K +2,293 New
NAS
408
Nicolet Advisory Services
Wisconsin
$215K -$70.1K -764 -25%
CFFP
409
Center for Financial Planning
Michigan
$214K -$128K -1,400 -38%
GVAG
410
Great Valley Advisor Group
Delaware
$214K +$204K +2,228 New
GRP
411
Global Retirement Partners
California
$210K +$19.3K +211 +11%
PPP
412
Private Portfolio Partners
New Jersey
$210K +$201K +2,190 New
TSS
413
Two Sigma Securities
New York
$209K -$141K -1,541 -41%
BFO
414
Biltmore Family Office
North Carolina
$207K -$768K -8,370 -79%
PJB
415
Paul John Balson
California
$207K +$198K +2,162 New
LNWWM
416
Laird Norton Wetherby Wealth Management
California
$203K +$195K +2,123 New
CIAS
417
Capital Investment Advisory Services
North Carolina
$202K +$177K +1,925 +1,019%
SA
418
Strategic Advisors
New York
$201K +$183K +1,995 New
CG
419
Caprock Group
Idaho
$201K +$192K +2,097 New
AF
420
Allworth Financial
California
$199K -$5.39M -58,733 -97%
Franklin Resources
421
Franklin Resources
California
$196K +$178K +1,944 New
SF
422
Synovus Financial
Georgia
$189K -$729K -7,948 -80%
HWA
423
Heritage Wealth Advisors
Virginia
$185K
CTC
424
Central Trust Company
Missouri
$183K -$4.72M -51,521 -96%
SW
425
SVB Wealth
Massachusetts
$179K +$19.8K +216 +13%