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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
426
Stratos Wealth Partners
Ohio
$773K -$29.8K -211 -3%
FOA
427
Five Oceans Advisors
California
$772K -$16K -113 -2%
GIA
428
Gladstone Institutional Advisory
Florida
$770K -$90.5K -640 -10%
PCA
429
Personal Capital Advisors
California
$763K -$158K -1,114 -16%
CBFP
430
Cedar Brook Financial Partners
Ohio
$762K -$990 -7 -0.1%
BCA
431
Bay Colony Advisors
Massachusetts
$758K +$28.6K +202 +4%
GPA
432
Guidance Point Advisors
Massachusetts
$753K +$3.68K +26 +0.4%
AWM
433
Atticus Wealth Management
Florida
$752K +$390K +2,756 +90%
SS
434
Simplicity Solutions
Minnesota
$747K -$103K -731 -11%
CHC
435
City Holding Co
West Virginia
$740K +$32K +226 +4%
CIBC World Market
436
CIBC World Market
Ontario, Canada
$734K +$158K +1,117 +25%
WFPG
437
Waller Financial Planning Group
Ohio
$731K -$15.1K -107 -2%
CWM
438
Chemistry Wealth Management
New York
$729K -$16.1K -114 -2%
NLP
439
Next Level Private
New York
$729K +$796K +5,625 New
Koshinski Asset Management
440
Koshinski Asset Management
Illinois
$728K +$138K +974 +21%
CWM
441
Castle Wealth Management
Florida
$723K +$790K +5,583 New
CAC
442
Certified Advisory Corp
Florida
$717K +$122K +865 +19%
CHA
443
Carmichael Hill & Associates
Maryland
$710K -$28.4K -201 -4%
EBA
444
Eagle Bay Advisors
New York
$703K -$65.1K -460 -8%
HWA
445
Heartwood Wealth Advisors
Virginia
$702K -$22.1K -156 -3%
NFP
446
Narus Financial Partners
Utah
$699K +$192K +1,354 +34%
RCA
447
Rex Capital Advisors
Rhode Island
$696K
FIBT
448
First International Bank & Trust
North Dakota
$691K -$2.83K -20 -0.4%
AUB
449
Atlantic Union Bankshares
Virginia
$672K +$127K +897 +21%
WJA
450
Willis Johnson & Associates
Texas
$665K +$726K +5,134 New