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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFL
476
ERn Financial LLC
Wisconsin
$590K +$14.9K +105 +2%
CFG
477
Citizens Financial Group
Rhode Island
$577K +$97.5K +689 +18%
HNB
478
Huntington National Bank
Ohio
$571K – – –
GRP
479
Global Retirement Partners
California
$570K +$26.3K +186 +4%
AIC
480
Archer Investment Corporation
Indiana
$566K -$3.11K -22 -0.5%
NSIM
481
North Star Investment Management
Illinois
$563K +$1.42K +10 +0.2%
JIC
482
Joel Isaacson & Co
New York
$560K +$612K +4,323 New
Bessemer Group
483
Bessemer Group
New Jersey
$556K -$48.4M -341,937 -99%
RFC
484
Regions Financial Corp
Alabama
$556K +$1.13K +8 +0.2%
YWS
485
Yarger Wealth Strategies
Ohio
$556K +$2.69K +19 +0.5%
CW
486
CreativeOne Wealth
Kansas
$550K +$251K +1,777 +72%
ODIJL
487
One Day In July LLC
Vermont
$548K -$4.95K -35 -0.8%
IC
488
IEQ Capital
California
$547K -$8.63K -61 -1%
SW
489
SVB Wealth
Massachusetts
$545K +$55K +389 +10%
SVWAG
490
Sound View Wealth Advisors Group
Georgia
$542K +$592K +4,183 New
MFS
491
McNamara Financial Services
Massachusetts
$538K -$3.25K -23 -0.6%
SWM
492
SeaCrest Wealth Management
New York
$531K – – –
MF
493
Meridian Financial
Massachusetts
$523K +$130K +921 +30%
LS
494
Leelyn Smith
Illinois
$520K +$283K +2,004 +100%
ST
495
Smithfield Trust
Pennsylvania
$519K -$11.7K -83 -2%
GPA
496
Garrison Point Advisors
California
$514K – – –
CF
497
Centaurus Financial
California
$507K -$2.83K -20 -0.5%
SQA
498
Simon Quick Advisors
New Jersey
$504K -$1.25M -8,819 -71%
KFI
499
Key Financial Inc
Pennsylvania
$504K – – –
AWM
500
Apollon Wealth Management
South Carolina
$504K +$12.7K +90 +2%