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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
476
Lido Advisors
California
$535K +$80.8K +597 +16%
NSIM
477
North Star Investment Management
Illinois
$531K +$1.62K +12 +0.3%
NP
478
NorthRock Partners
Minnesota
$528K -$58.6K -433 -9%
MF
479
Meridian Financial
Massachusetts
$527K +$40.2K +297 +7%
SVWAG
480
Sound View Wealth Advisors Group
Georgia
$524K +$16.7K +123 +3%
SW
481
SVB Wealth
Massachusetts
$522K +$10.6K +78 +2%
SQA
482
Simon Quick Advisors
New Jersey
$520K +$84.7K +626 +17%
Bessemer Group
483
Bessemer Group
New Jersey
$519K -$4.2K -31 -0.7%
IC
484
IEQ Capital
California
$519K +$5.96K +44 +1%
RFC
485
Regions Financial Corp
Alabama
$518K -$6.23K -46 -1%
ODIJL
486
One Day In July LLC
Vermont
$516K +$1.08K +8 +0.2%
SWM
487
SeaCrest Wealth Management
New York
$510K +$12.3K +91 +2%
EFL
488
ERn Financial LLC
Wisconsin
$509K -$50.2K -371 -8%
NL
489
NWAM LLC
Washington
$495K -$134K -992 -20%
MFS
490
McNamara Financial Services
Massachusetts
$494K -$13.8K -102 -2%
AllianceBernstein
491
AllianceBernstein
Tennessee
$494K +$104K +769 +23%
AWM
492
Apollon Wealth Management
South Carolina
$488K +$16.2K +120 +3%
TC
493
TownSquare Capital
Utah
$487K +$38.4K +284 +8%
AIC
494
Archer Investment Corporation
Indiana
$485K -$52.5K -388 -9%
NFP
495
Narus Financial Partners
Utah
$485K -$192K -1,416 -26%
GPA
496
Garrison Point Advisors
California
$483K
CWM
497
Calamos Wealth Management
Illinois
$482K +$9.48K +70 +2%
CF
498
Centaurus Financial
California
$477K +$406 +3 +0.1%
DI
499
Disciplined Investments
Oklahoma
$469K -$2.3K -17 -0.4%
SLA
500
Silver Lake Advisory
Utah
$468K +$6.77K +50 +1%