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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
451
Stratos Wealth Partners
Ohio
$634K +$44.2K +301 +8%
YWS
452
Yarger Wealth Strategies
Ohio
$632K +$617K +4,203 New
CCM
453
Coldstream Capital Management
Washington
$620K +$126K +860 +26%
FPS
454
Fieldpoint Private Securities
Connecticut
$619K +$422K +2,875 +231%
SWM
455
SeaCrest Wealth Management
New York
$615K +$57K +388 +10%
Lido Advisors
456
Lido Advisors
California
$613K +$35.4K +241 +6%
CWM
457
Connecticut Wealth Management
Connecticut
$606K
GPA
458
Garrison Point Advisors
California
$596K
CF
459
Centaurus Financial
California
$595K -$1.22M -8,298 -68%
CWM
460
Calamos Wealth Management
Illinois
$584K
PCM
461
Parsons Capital Management
Rhode Island
$578K -$5.43K -37 -1%
KTM
462
Keeler Thomas Management
Utah
$575K +$2.5K +17 +0.4%
SW
463
SVB Wealth
Massachusetts
$575K +$131K +889 +30%
CIAS
464
Capital Investment Advisory Services
North Carolina
$569K
EBA
465
Eagle Bay Advisors
New York
$567K +$335K +2,282 +154%
CFG
466
Citizens Financial Group
Rhode Island
$564K +$3.08K +21 +0.6%
LC
467
Lindbrook Capital
California
$564K +$551K +3,750 New
DCM
468
Donaldson Capital Management
Indiana
$563K -$5.43K -37 -1%
KFI
469
Key Financial Inc
Pennsylvania
$557K
Koshinski Asset Management
470
Koshinski Asset Management
Illinois
$557K +$149K +1,013 +38%
BB
471
Busey Bank
Illinois
$555K -$20.9K -142 -4%
CPFP
472
Clear Perspectives Financial Planning
Ohio
$554K +$14.8K +101 +3%
WA
473
WP Advisors
California
$551K +$3.08K +21 +0.6%
CAG
474
Compass Advisory Group
New York
$540K -$5.99M -40,786 -92%
CFO
475
Collective Family Office
Pennsylvania
$530K -$169K -1,150 -25%