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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
451
Novare Capital Management
North Carolina
$767K +$753K +5,123 New
FHA
452
Flagship Harbor Advisors
Massachusetts
$756K +$6.03K +41 +0.8%
PPA
453
Parametric Portfolio Associates
Washington
$753K +$279K +1,900 +61%
LWAC
454
Laurel Wealth Advisors (California)
California
$750K -$24.7K -168 -3%
LA
455
Latitude Advisors
Florida
$743K +$92.9K +632 +15%
Cerity Partners
456
Cerity Partners
New York
$738K +$4.26K +29 +0.6%
GCM
457
G2 Capital Management
Ohio
$723K
GGS
458
Galvin Gaustad & Stein
Arizona
$717K +$294K +2,000 +72%
WWM
459
Western Wealth Management
Colorado
$716K +$337K +2,294 +92%
TBWA
460
Three Bridge Wealth Advisors
California
$716K +$704K +4,786 New
ACP
461
Aveo Capital Partners
Colorado
$709K -$7.79K -53 -1%
NB
462
Northwest Bancshares
Pennsylvania
$706K -$209K -1,423 -23%
ZB
463
Zions Bancorporation
Utah
$700K
TFS
464
Thoroughbred Financial Services
Tennessee
$700K +$329K +2,240 +92%
CAC
465
Certified Advisory Corp
Florida
$699K +$2.5K +17 +0.4%
Koshinski Asset Management
466
Koshinski Asset Management
Illinois
$695K +$138K +940 +25%
FVWA
467
Foster Victor Wealth Advisors
South Carolina
$694K -$34.3K -233 -5%
BAM
468
Belpointe Asset Management
Nevada
$690K -$506K -3,438 -43%
CIBC World Market
469
CIBC World Market
Ontario, Canada
$681K +$167K +1,138 +33%
GVAG
470
Great Valley Advisor Group
Delaware
$669K -$22.5K -153 -3%
EFL
471
ERn Financial LLC
Wisconsin
$666K +$294 +2 +0%
AIC
472
Archer Investment Corporation
Indiana
$656K -$10.9K -74 -2%
EP
473
Eudaimonia Partners
Tennessee
$655K +$643K +4,373 New
NP
474
NorthRock Partners
Minnesota
$649K +$1.18K +8 +0.2%
NSIM
475
North Star Investment Management
Illinois
$649K +$469K +3,189 +278%