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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
451
Independent Financial Group
California
$772K +$9.56K +65 +1%
NCM
452
Novare Capital Management
North Carolina
$767K +$753K +5,123 New
FHA
453
Flagship Harbor Advisors
Massachusetts
$756K +$6.03K +41 +0.8%
PPA
454
Parametric Portfolio Associates
Washington
$753K +$279K +1,900 +61%
LWAC
455
Laurel Wealth Advisors (California)
California
$750K -$24.7K -168 -3%
LA
456
Latitude Advisors
Florida
$743K +$92.9K +632 +15%
Cerity Partners
457
Cerity Partners
New York
$738K +$4.26K +29 +0.6%
GCM
458
G2 Capital Management
Ohio
$723K – – –
GGS
459
Galvin Gaustad & Stein
Arizona
$717K +$294K +2,000 +72%
WWM
460
Western Wealth Management
Colorado
$716K +$337K +2,294 +92%
TBWA
461
Three Bridge Wealth Advisors
California
$716K +$704K +4,786 New
ACP
462
Aveo Capital Partners
Colorado
$709K -$7.79K -53 -1%
NB
463
Northwest Bancshares
Pennsylvania
$706K -$209K -1,423 -23%
ZB
464
Zions Bancorporation
Utah
$700K – – –
TFS
465
Thoroughbred Financial Services
Tennessee
$700K +$329K +2,240 +92%
CAC
466
Certified Advisory Corp
Florida
$699K +$2.5K +17 +0.4%
Koshinski Asset Management
467
Koshinski Asset Management
Illinois
$695K +$138K +940 +25%
FVWA
468
Foster Victor Wealth Advisors
South Carolina
$694K -$34.3K -233 -5%
BAM
469
Belpointe Asset Management
Nevada
$690K -$506K -3,438 -43%
CIBC World Market
470
CIBC World Market
Ontario, Canada
$681K +$167K +1,138 +33%
GVAG
471
Great Valley Advisor Group
Delaware
$669K -$22.5K -153 -3%
EFL
472
ERn Financial LLC
Wisconsin
$666K +$294 +2 +0%
AIC
473
Archer Investment Corporation
Indiana
$656K -$10.9K -74 -2%
EP
474
Eudaimonia Partners
Tennessee
$655K +$643K +4,373 New
NP
475
NorthRock Partners
Minnesota
$649K +$1.18K +8 +0.2%