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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
426
G2 Capital Management
Ohio
$726K +$709K +4,829 New
JWCA
427
J.W. Cole Advisors
Florida
$725K +$708K +4,823 New
SWP
428
Summit Wealth Partners
Florida
$725K +$368K +2,506 +108%
ACP
429
Aveo Capital Partners
Colorado
$720K -$3.82K -26 -0.5%
CWM
430
Congress Wealth Management
Massachusetts
$716K +$699K +4,760 New
ZB
431
Zions Bancorporation
Utah
$703K
CAC
432
Certified Advisory Corp
Florida
$700K +$3.08K +21 +0.5%
AWM
433
Altavista Wealth Management
North Carolina
$698K -$30.8K -210 -4%
HNB
434
Huntington National Bank
Ohio
$691K -$361K -2,458 Closed
GVAG
435
Great Valley Advisor Group
Delaware
$689K +$106K +721 +19%
CFA
436
Cahill Financial Advisors
Minnesota
$677K +$155K +1,056 +31%
AIC
437
Archer Investment Corporation
Indiana
$672K
NL
438
NWAM LLC
Washington
$670K +$42K +286 +7%
EFL
439
ERn Financial LLC
Wisconsin
$669K -$6.61K -45 -1%
GIA
440
Gladstone Institutional Advisory
Florida
$666K +$62.6K +426 +11%
RFC
441
Regions Financial Corp
Alabama
$658K +$82.5K +562 +15%
Bessemer Group
442
Bessemer Group
New Jersey
$657K
MFS
443
McNamara Financial Services
Massachusetts
$652K -$10.3K -70 -2%
NP
444
NorthRock Partners
Minnesota
$651K -$7.2K -49 -1%
LA
445
Latitude Advisors
Florida
$651K +$8.22K +56 +1%
OIA
446
OneDigital Investment Advisors
Kansas
$650K -$3.38K -23 -0.5%
IC
447
IEQ Capital
California
$649K +$634K +4,316 New
FAT
448
First American Trust
California
$646K -$348K -2,371 -36%
AUB
449
Atlantic Union Bankshares
Virginia
$645K
ODIJL
450
One Day In July LLC
Vermont
$642K +$43.3K +295 +7%