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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
476
Capital Advisors Ltd
Ohio
$1.32M -$38.3K -205 -3%
Russell Investments Group
477
Russell Investments Group
United Kingdom
$1.32M +$137K +734 +11%
Lido Advisors
478
Lido Advisors
California
$1.31M +$14.8K +79 +1%
KFA
479
Kapstone Financial Advisors
Ohio
$1.31M +$1.32M +7,082 New
SCM
480
Spreng Capital Management
Ohio
$1.3M +$490K +2,621 +59%
CWM
481
Chemistry Wealth Management
New York
$1.3M – – –
MSFS
482
Main Street Financial Solutions
Pennsylvania
$1.29M -$74.5K -399 -5%
WF
483
Warner Financial
Maryland
$1.29M +$131K +702 +11%
NFW
484
Noble Family Wealth
Florida
$1.29M +$321K +1,716 +33%
PD
485
Planning Directions
Pennsylvania
$1.28M -$37.5K -201 -3%
MWM
486
Maridea Wealth Management
New York
$1.27M -$66.9K -358 -5%
FF
487
Friday Financial
Iowa
$1.27M +$48.2K +258 +4%
CFO
488
Callan Family Office
Pennsylvania
$1.27M – – –
AIFAIM
489
American Institute for Advanced Investment Management
Arizona
$1.25M +$16.8K +90 +1%
AFP
490
Ausdal Financial Partners
Iowa
$1.25M +$10.5K +56 +0.8%
RDFA
491
Ritter Daniher Financial Advisory
Ohio
$1.22M -$3.74K -20 -0.3%
JWA
492
JFS Wealth Advisors
Pennsylvania
$1.22M -$724K -3,874 -37%
SFS
493
Summit Financial Strategies
Ohio
$1.22M +$266K +1,422 +27%
SIMC
494
Squire Investment Management Company
Utah
$1.22M +$70.2K +376 +6%
DWM
495
DeLarme Wealth Management
California
$1.22M +$26.3K +141 +2%
EFS
496
Essex Financial Services
Connecticut
$1.21M +$119K +635 +11%
TBWA
497
Three Bridge Wealth Advisors
California
$1.2M +$57.2K +306 +5%
WTC
498
WhitTier Trust Company
Nevada
$1.2M – – –
AT
499
American Trust
Kentucky
$1.2M +$24.7K +132 +2%
E
500
Entelevest
Florida
$1.19M +$178K +954 +17%