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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
476
North Star Investment Management
Illinois
$649K +$469K +3,189 +278%
AUB
477
Atlantic Union Bankshares
Virginia
$642K – – –
RFC
478
Regions Financial Corp
Alabama
$641K -$12.9K -88 -2%
IC
479
IEQ Capital
California
$641K -$4.85K -33 -0.8%
ODIJL
480
One Day In July LLC
Vermont
$639K – – –
Lido Advisors
481
Lido Advisors
California
$633K +$21.9K +149 +4%
CB
482
Cadence Bank
Mississippi
$633K +$417K +2,832 +202%
YWS
483
Yarger Wealth Strategies
Ohio
$632K +$2.79K +19 +0.5%
WP
484
WealthSource Partners
California
$626K +$403K +2,741 +190%
MFS
485
McNamara Financial Services
Massachusetts
$625K -$23.5K -160 -4%
HNB
486
Huntington National Bank
Ohio
$622K – – –
PCM
487
Parsons Capital Management
Rhode Island
$616K +$40.4K +275 +7%
SWM
488
SeaCrest Wealth Management
New York
$613K +$1.18K +8 +0.2%
ST
489
Smithfield Trust
Pennsylvania
$609K -$256K -1,741 -30%
NFP
490
Narus Financial Partners
Utah
$605K +$594K +4,041 New
CWM
491
Connecticut Wealth Management
Connecticut
$603K – – –
GPA
492
Garrison Point Advisors
California
$593K – – –
CF
493
Centaurus Financial
California
$589K -$3.24K -22 -0.6%
GRP
494
Global Retirement Partners
California
$587K +$619K +4,212 New
CWM
495
Calamos Wealth Management
Illinois
$581K – – –
TC
496
TownSquare Capital
Utah
$577K +$129K +874 +29%
KFI
497
Key Financial Inc
Pennsylvania
$574K +$19.3K +131 +4%
SLA
498
Silver Lake Advisory
Utah
$572K +$198K +1,347 +54%
SW
499
SVB Wealth
Massachusetts
$571K -$882 -6 -0.2%
AWM
500
Apollon Wealth Management
South Carolina
$568K +$331K +2,248 +145%