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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
501
Disciplined Investments
Oklahoma
$501K +$22.2K +157 +4%
IPW
502
Intergy Private Wealth
Colorado
$500K +$70K +495 +15%
LNWWM
503
Laird Norton Wetherby Wealth Management
California
$498K +$128K +905 +31%
Lido Advisors
504
Lido Advisors
California
$492K -$60.4K -427 -10%
SLA
505
Silver Lake Advisory
Utah
$491K -$3.82K -27 -0.7%
LC
506
Lindbrook Capital
California
$487K +$1.27K +9 +0.2%
BFA
507
Beacon Financial Advisory
Ohio
$483K +$73.7K +521 +16%
MOS
508
MGO One Seven
Ohio
$483K +$77.5K +548 +17%
TC
509
TownSquare Capital
Utah
$481K -$19.7K -139 -4%
CWM
510
Connecticut Wealth Management
Connecticut
$479K -$47.1K -333 -8%
Wealthfront Advisers
511
Wealthfront Advisers
California
$478K -$16K -113 -3%
BB
512
Busey Bank
Illinois
$478K
CIAS
513
Capital Investment Advisory Services
North Carolina
$474K +$28.6K +202 +6%
BAM
514
Belpointe Asset Management
Nevada
$473K -$135K -953 -21%
SG
515
StoneX Group
New York
$468K +$113K +802 +29%
AA
516
Argent Advisors
Louisiana
$462K
S
517
SignatureFD
Georgia
$462K +$6.22K +44 +1%
CMBA
518
C.M. Bidwell & Associates
Hawaii
$455K
RCA
519
Ranch Capital Advisors
Florida
$452K -$20.8K -147 -4%
TFA
520
TPG Financial Advisors
Oregon
$450K -$5.23K -37 -1%
SAM
521
S.A. Mason
Michigan
$449K
WCAMG
522
Woodard & Company Asset Management Group
North Carolina
$449K +$49.8K +352 +11%
WA
523
WP Advisors
California
$448K +$24.2K +171 +5%
FA
524
FC Advisory
Pennsylvania
$445K +$6.08K +43 +1%
BTWM
525
Baker Tilly Wealth Management
Wisconsin
$443K