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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Flagship Harbor Advisors
476
Flagship Harbor Advisors
Massachusetts
$817K +$11.3K +84 +2%
Magnus Financial Group
477
Magnus Financial Group
New York
$816K +$23.1K +172 +3%
UFA
478
US Financial Advisors
Massachusetts
$811K +$35.1K +261 +5%
MFA
479
McClarren Financial Advisors
Pennsylvania
$805K +$334K +2,489 +81%
PWMA
480
Pension & Wealth Management Advisors
Massachusetts
$805K -$3.8M -28,283 -84%
IAG
481
Investmark Advisory Group
Connecticut
$801K +$322K +2,400 +77%
GJIA
482
Glass Jacobson Investment Advisors
Maryland
$796K -$150K -1,114 -17%
St Louis Trust
483
St Louis Trust
Missouri
$795K – – –
Whitaker-Myers Wealth Managers
484
Whitaker-Myers Wealth Managers
Ohio
$794K +$58.7K +437 +9%
Ancora Advisors
485
Ancora Advisors
Ohio
$793K -$226K -1,684 -24%
AWM
486
Aspire Wealth Management
Massachusetts
$793K -$482K -3,588 -40%
Heartwood Wealth Advisors
487
Heartwood Wealth Advisors
Virginia
$786K – – –
HB
488
Horizon Bancorp
Indiana
$785K +$349K +2,600 +92%
Mitchell McLeod Pugh & Williams
489
Mitchell McLeod Pugh & Williams
Alabama
$783K +$61.2K +456 +9%
North Star Investment Management
490
North Star Investment Management
Illinois
$781K +$2.96K +22 +0.4%
Gladstone Institutional Advisory
491
Gladstone Institutional Advisory
Florida
$779K +$57.6K +429 +9%
Sargent Investment Group
492
Sargent Investment Group
Maryland
$777K -$3.32M -24,729 -82%
Inspire Advisors
493
Inspire Advisors
Idaho
$774K -$3.39M -25,275 -83%
FOA
494
Five Oceans Advisors
California
$770K -$23K -171 -3%
Aaron Wealth Advisors
495
Aaron Wealth Advisors
Illinois
$765K – – –
LG
496
LAM Group
Oregon
$765K – – –
Amplius Wealth Advisors
497
Amplius Wealth Advisors
Pennsylvania
$760K -$61.8K -460 -8%
FA
498
FC Advisory
Pennsylvania
$748K -$111K -828 -14%
SFP
499
Strategic Financial Partners
Oregon
$748K +$269 +2 +0%
Citizens Financial Group
500
Citizens Financial Group
Rhode Island
$747K +$168K +1,254 +32%