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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
401
Great Valley Advisor Group
Delaware
$544K +$258K +1,818 +88%
CWM
402
Calamos Wealth Management
Illinois
$542K
PCM
403
Parsons Capital Management
Rhode Island
$542K +$62.5K +440 +13%
Lido Advisors
404
Lido Advisors
California
$536K +$73.2K +515 +15%
BB
405
Busey Bank
Illinois
$535K +$103K +728 +23%
RFC
406
Regions Financial Corp
Alabama
$533K -$3.69K -26 -0.7%
KTM
407
Keeler Thomas Management
Utah
$531K +$994 +7 +0.2%
DCM
408
Donaldson Capital Management
Indiana
$528K -$27.3K -192 -5%
CIAS
409
Capital Investment Advisory Services
North Carolina
$528K
CFG
410
Citizens Financial Group
Rhode Island
$521K +$2.13K +15 +0.4%
KFI
411
Key Financial Inc
Pennsylvania
$517K
SWM
412
SeaCrest Wealth Management
New York
$517K +$1.28K +9 +0.2%
TFA
413
TPG Financial Advisors
Oregon
$516K -$64.1K -451 -11%
Principal Financial Group
414
Principal Financial Group
Iowa
$512K +$41.8K +294 +9%
WA
415
WP Advisors
California
$508K -$36.4K -256 -7%
IWC
416
Integrated Wealth Concepts
Massachusetts
$501K -$5.82K -41 -1%
CPFP
417
Clear Perspectives Financial Planning
Ohio
$501K +$38.4K +270 +8%
CA
418
Calton & Associates
Florida
$498K +$507K +3,567 New
CW
419
CreativeOne Wealth
Kansas
$497K -$1.29M -9,104 -72%
SAM
420
S.A. Mason
Michigan
$485K
CIBC World Market
421
CIBC World Market
Ontario, Canada
$482K +$78.8K +555 +19%
CFA
422
Cahill Financial Advisors
Minnesota
$481K -$49K -345 -9%
FA
423
FC Advisory
Pennsylvania
$481K +$14.2K +100 +3%
CHJWM
424
Carlton Hofferkamp & Jenks Wealth Management
Texas
$480K
BTWM
425
Baker Tilly Wealth Management
Wisconsin
$477K