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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
451
Intergy Private Wealth
Colorado
$823K +$38.7K +290 +5%
AWA
452
Amplius Wealth Advisors
Pennsylvania
$821K -$273K -2,047 -26%
MSA
453
Marino Stram & Associates
Massachusetts
$805K +$126K +943 +19%
CBFP
454
Cedar Brook Financial Partners
Ohio
$805K +$3.33K +25 +0.4%
FA
455
FC Advisory
Pennsylvania
$804K +$28.3K +212 +4%
FOA
456
Five Oceans Advisors
California
$799K -$31.1K -233 -4%
RFC
457
Regions Financial Corp
Alabama
$798K +$202K +1,518 +36%
CW
458
CreativeOne Wealth
Kansas
$793K -$58.9K -442 -7%
AL
459
ACAS LLC
California
$789K +$46K +345 +6%
CHC
460
City Holding Co
West Virginia
$780K +$933 +7 +0.1%
PFC
461
Phocas Financial Corp
California
$773K +$48.8K +366 +7%
EFS
462
Essex Financial Services
Connecticut
$771K -$5.2K -39 -0.7%
FHA
463
Flagship Harbor Advisors
Massachusetts
$767K +$99.8K +749 +16%
GVAG
464
Great Valley Advisor Group
Delaware
$763K -$297K -2,226 -29%
Empower Advisory Group
465
Empower Advisory Group
Colorado
$762K -$63.6K -477 -8%
SLT
466
St Louis Trust
Missouri
$758K
HNB
467
Huntington National Bank
Ohio
$756K
HWA
468
Heartwood Wealth Advisors
Virginia
$750K
MFG
469
Magnus Financial Group
New York
$747K +$1.6K +12 +0.2%
NSIM
470
North Star Investment Management
Illinois
$740K -$43.3K -325 -6%
CC
471
Courier Capital
New York
$737K -$622K -4,667 -47%
KWM
472
Kingsview Wealth Management
Oregon
$735K +$177K +1,329 +33%
AWA
473
Aaron Wealth Advisors
Illinois
$730K +$202K +1,512 +40%
LG
474
LAM Group
Oregon
$730K
CFA
475
Cahill Financial Advisors
Minnesota
$729K +$7.6K +57 +1%