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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCA
451
Waypoint Capital Advisors
Minnesota
$913K
GPA
452
Guidance Point Advisors
Massachusetts
$913K
DI
453
DDFG Inc
California
$911K -$6.98K -46 -0.8%
STA
454
Summit Trail Advisors
New York
$903K
LEA
455
Legacy Edge Advisors
New York
$898K +$40.1K +264 +5%
NFG
456
Nations Financial Group
Iowa
$896K -$326K -2,151 -27%
RJT
457
Raymond James Trust
Florida
$895K +$293K +1,929 +48%
EFS
458
Essex Financial Services
Connecticut
$890K +$157K +1,033 +22%
IWM
459
IHT Wealth Management
Illinois
$887K -$157K -1,035 -15%
TI
460
Truepoint Inc
Ohio
$880K -$230K -1,514 -21%
HWA
461
Heartwood Wealth Advisors
Virginia
$872K +$57.8K +381 +7%
MFG
462
Magnus Financial Group
New York
$869K
SLT
463
St Louis Trust
Missouri
$864K +$40.2K +265 +5%
CG
464
Caprock Group
Idaho
$862K +$534K +3,518 +162%
NLP
465
Next Level Private
New York
$855K
PI
466
PFG Investments
New York
$852K -$661K -4,357 -43%
Franklin Resources
467
Franklin Resources
California
$851K
PA
468
Prossimo Advisors
California
$844K +$851K +5,611 New
MFA
469
McClarren Financial Advisors
Pennsylvania
$841K -$689K -4,541 -81%
ORC
470
O'Rourke & Company
Massachusetts
$840K +$52K +343 +7%
GIA
471
GHP Investment Advisors
Colorado
$830K -$1.37K -9 -0.2%
MCM
472
MidAtlantic Capital Management
Virginia
$830K -$5.62K -37 -0.7%
UFA
473
US Financial Advisors
Massachusetts
$826K -$63K -415 -7%
Empower Advisory Group
474
Empower Advisory Group
Colorado
$824K -$60.9K -401 -7%
CHC
475
City Holding Co
West Virginia
$823K -$15.5K -102 -2%