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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
401
World Investment Advisors
California
$1.16M +$1.17M +7,690 New
D
402
Dentgroup
Louisiana
$1.15M -$4.55K -30 -0.4%
AAP
403
Arax Advisory Partners
Colorado
$1.14M
PCM
404
Parsons Capital Management
Rhode Island
$1.12M +$3.79K +25 +0.3%
FA
405
FDx Advisors
Illinois
$1.12M +$3.64K +24 +0.3%
FAIM
406
Financial Advocates Investment Management
Washington
$1.12M -$54.3K -358 -5%
GS
407
GTS Securities
Florida
$1.11M -$1.13M -7,438 -50%
Lido Advisors
408
Lido Advisors
California
$1.11M +$52.7K +347 +5%
MLA
409
My Legacy Advisors
Oregon
$1.11M +$187K +1,230 +20%
Envestnet Portfolio Solutions
410
Envestnet Portfolio Solutions
Illinois
$1.1M +$40.2K +265 +4%
TCOV
411
Trust Company of Vermont
Vermont
$1.1M -$14K -92 -1%
CFO
412
Callan Family Office
Pennsylvania
$1.1M +$1.11M +7,289 New
WH
413
Willner & Heller
California
$1.09M +$2.43K +16 +0.2%
MSA
414
Marino Stram & Associates
Massachusetts
$1.09M -$67.2K -443 -6%
IFG
415
Independent Financial Group
California
$1.07M -$51.7K -341 -5%
TFS
416
Thoroughbred Financial Services
Tennessee
$1.07M +$151K +994 +16%
IFWM
417
Institute for Wealth Management
Colorado
$1.07M +$152 +1 +0%
FFS
418
Founders Financial Securities
Maryland
$1.06M +$198K +1,307 +23%
CAL
419
Capital Advisors Ltd
Ohio
$1.06M -$49.8K -328 -4%
NPFS
420
Novak & Powell Financial Services
Florida
$1.06M +$357K +2,350 +50%
RFC
421
Regions Financial Corp
Alabama
$1.05M +$35.1K +231 +3%
ST
422
Smithfield Trust
Pennsylvania
$1.05M -$11.7K -77 -1%
CWM
423
Chemistry Wealth Management
New York
$1.05M +$104K +686 +11%
RWP
424
Revolve Wealth Partners
New Jersey
$1.05M -$45.5K -300 -4%
BWM
425
BKM Wealth Management
Wisconsin
$1.04M +$92.6K +610 +10%