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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
501
Calamos Wealth Management
Illinois
$503K – – –
IWC
502
Integrated Wealth Concepts
Massachusetts
$502K +$50.8K +359 +10%
DI
503
Disciplined Investments
Oklahoma
$501K +$22.2K +157 +4%
IPW
504
Intergy Private Wealth
Colorado
$500K +$70K +495 +15%
LNWWM
505
Laird Norton Wetherby Wealth Management
California
$498K +$128K +905 +31%
Lido Advisors
506
Lido Advisors
California
$492K -$60.4K -427 -10%
SLA
507
Silver Lake Advisory
Utah
$491K -$3.82K -27 -0.7%
LC
508
Lindbrook Capital
California
$487K +$1.27K +9 +0.2%
BFA
509
Beacon Financial Advisory
Ohio
$483K +$73.7K +521 +16%
MOS
510
MGO One Seven
Ohio
$483K +$77.5K +548 +17%
TC
511
TownSquare Capital
Utah
$481K -$19.7K -139 -4%
CWM
512
Connecticut Wealth Management
Connecticut
$479K -$47.1K -333 -8%
Wealthfront Advisers
513
Wealthfront Advisers
California
$478K -$16K -113 -3%
BB
514
Busey Bank
Illinois
$478K – – –
BRWM
515
B. Riley Wealth Management
Tennessee
$475K +$5.52K +39 +1%
CIAS
516
Capital Investment Advisory Services
North Carolina
$474K +$28.6K +202 +6%
BAM
517
Belpointe Asset Management
Nevada
$473K -$135K -953 -21%
SG
518
StoneX Group
New York
$468K +$113K +802 +29%
AA
519
Argent Advisors
Louisiana
$462K – – –
S
520
SignatureFD
Georgia
$462K +$6.22K +44 +1%
CMBA
521
C.M. Bidwell & Associates
Hawaii
$455K – – –
RCA
522
Ranch Capital Advisors
Florida
$452K -$20.8K -147 -4%
TFA
523
TPG Financial Advisors
Oregon
$450K -$5.23K -37 -1%
SAM
524
S.A. Mason
Michigan
$449K – – –
WCAMG
525
Woodard & Company Asset Management Group
North Carolina
$449K +$49.8K +352 +11%