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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AUB
451
Atlantic Union Bankshares
Virginia
$645K – – –
ODIJL
452
One Day In July LLC
Vermont
$642K +$43.3K +295 +7%
SWP
453
Stratos Wealth Partners
Ohio
$634K +$44.2K +301 +8%
YWS
454
Yarger Wealth Strategies
Ohio
$632K +$617K +4,203 New
CCM
455
Coldstream Capital Management
Washington
$620K +$126K +860 +26%
FPS
456
Fieldpoint Private Securities
Connecticut
$619K +$422K +2,875 +231%
SWM
457
SeaCrest Wealth Management
New York
$615K +$57K +388 +10%
Lido Advisors
458
Lido Advisors
California
$613K +$35.4K +241 +6%
CWM
459
Connecticut Wealth Management
Connecticut
$606K – – –
GPA
460
Garrison Point Advisors
California
$596K – – –
CF
461
Centaurus Financial
California
$595K -$1.22M -8,298 -68%
CWM
462
Calamos Wealth Management
Illinois
$584K – – –
PCM
463
Parsons Capital Management
Rhode Island
$578K -$5.43K -37 -1%
KTM
464
Keeler Thomas Management
Utah
$575K +$2.5K +17 +0.4%
SW
465
SVB Wealth
Massachusetts
$575K +$131K +889 +30%
CIAS
466
Capital Investment Advisory Services
North Carolina
$569K – – –
EBA
467
Eagle Bay Advisors
New York
$567K +$335K +2,282 +154%
CFG
468
Citizens Financial Group
Rhode Island
$564K +$3.08K +21 +0.6%
LC
469
Lindbrook Capital
California
$564K +$551K +3,750 New
DCM
470
Donaldson Capital Management
Indiana
$563K -$5.43K -37 -1%
KFI
471
Key Financial Inc
Pennsylvania
$557K – – –
Koshinski Asset Management
472
Koshinski Asset Management
Illinois
$557K +$149K +1,013 +38%
BB
473
Busey Bank
Illinois
$555K -$20.9K -142 -4%
CPFP
474
Clear Perspectives Financial Planning
Ohio
$554K +$14.8K +101 +3%
WA
475
WP Advisors
California
$551K +$3.08K +21 +0.6%