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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
$802K -$237K -1,711 -22%
Empower Advisory Group
452
Empower Advisory Group
Colorado
$801K +$830K +5,980 New
GPA
453
Guidance Point Advisors
Massachusetts
$795K +$4.3K +31 +0.5%
Lido Advisors
454
Lido Advisors
California
$783K +$212K +1,526 +35%
WSTAM
455
Wilbanks Smith & Thomas Asset Management
Virginia
$779K +$471K +3,397 +141%
CBFP
456
Cedar Brook Financial Partners
Ohio
$777K +$3.19K +23 +0.4%
CPRC
457
Consolidated Portfolio Review Corp
New York
$770K +$796K +5,740 New
SC
458
Savant Capital
Illinois
$763K -$54.1K -390 -6%
NSIM
459
North Star Investment Management
Illinois
$761K +$174K +1,252 +28%
IPW
460
Intergy Private Wealth
Colorado
$758K +$56.3K +406 +8%
YWS
461
Yarger Wealth Strategies
Ohio
$757K -$139K -1,005 -15%
CHC
462
City Holding Co
West Virginia
$755K -$7.49K -54 -1%
EFS
463
Essex Financial Services
Connecticut
$752K +$121K +870 +18%
FA
464
FC Advisory
Pennsylvania
$751K +$203K +1,461 +35%
VCA
465
Verdence Capital Advisors
Maryland
$735K +$2.64K +19 +0.3%
SLT
466
St Louis Trust
Missouri
$735K -$76.9K -554 -9%
LSA
467
Lansing Street Advisors
Pennsylvania
$729K -$305K -2,200 -29%
KFP
468
KMG Fiduciary Partners
Ohio
$727K +$529K +3,816 +237%
HWA
469
Heartwood Wealth Advisors
Virginia
$726K – – –
SFP
470
Strategic Financial Partners
Oregon
$726K +$13.3K +96 +2%
MFG
471
Magnus Financial Group
New York
$722K +$1.53K +11 +0.2%
AL
472
ACAS LLC
California
$718K +$157K +1,129 +27%
Jane Street
473
Jane Street
New York
$714K -$2.36M -16,999 -76%
LG
474
LAM Group
Oregon
$707K – – –
AMM
475
American Money Management
California
$707K -$124K -895 -15%