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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AUB
476
Atlantic Union Bankshares
Virginia
$642K
RFC
477
Regions Financial Corp
Alabama
$641K -$12.9K -88 -2%
IC
478
IEQ Capital
California
$641K -$4.85K -33 -0.8%
ODIJL
479
One Day In July LLC
Vermont
$639K
Lido Advisors
480
Lido Advisors
California
$633K +$21.9K +149 +4%
CB
481
Cadence Bank
Mississippi
$633K +$417K +2,832 +202%
YWS
482
Yarger Wealth Strategies
Ohio
$632K +$2.79K +19 +0.5%
WP
483
WealthSource Partners
California
$626K +$403K +2,741 +190%
MFS
484
McNamara Financial Services
Massachusetts
$625K -$23.5K -160 -4%
HNB
485
Huntington National Bank
Ohio
$622K
PCM
486
Parsons Capital Management
Rhode Island
$616K +$40.4K +275 +7%
SWM
487
SeaCrest Wealth Management
New York
$613K +$1.18K +8 +0.2%
ST
488
Smithfield Trust
Pennsylvania
$609K -$256K -1,741 -30%
NFP
489
Narus Financial Partners
Utah
$605K +$594K +4,041 New
CWM
490
Connecticut Wealth Management
Connecticut
$603K
GPA
491
Garrison Point Advisors
California
$593K
CF
492
Centaurus Financial
California
$589K -$3.24K -22 -0.6%
GRP
493
Global Retirement Partners
California
$587K +$619K +4,212 New
CWM
494
Calamos Wealth Management
Illinois
$581K
TC
495
TownSquare Capital
Utah
$577K +$129K +874 +29%
KFI
496
Key Financial Inc
Pennsylvania
$574K +$19.3K +131 +4%
SLA
497
Silver Lake Advisory
Utah
$572K +$198K +1,347 +54%
SW
498
SVB Wealth
Massachusetts
$571K -$882 -6 -0.2%
AWM
499
Apollon Wealth Management
South Carolina
$568K +$331K +2,248 +145%
Wealthfront Advisers
500
Wealthfront Advisers
California
$568K +$559K +3,800 New