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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kingsview Wealth Management
501
Kingsview Wealth Management
Oregon
$658K +$13K +97 +2%
Oppenheimer & Co
502
Oppenheimer & Co
New York
$656K +$650K +4,848 New
Csenge Advisory Group
503
Csenge Advisory Group
Florida
$655K -$92.4K -689 -12%
GCM
504
G2 Capital Management
Ohio
$653K – – –
TBWA
505
Three Bridge Wealth Advisors
California
$647K -$28.2K -210 -4%
UFA
506
US Financial Advisors
Massachusetts
$646K +$641K +4,778 New
EFS
507
Essex Financial Services
Connecticut
$641K +$209K +1,558 +49%
Valmark Advisers
508
Valmark Advisers
Ohio
$637K -$202K -1,506 -24%
MSA
509
Marino Stram & Associates
Massachusetts
$634K -$26.4K -197 -4%
ZB
510
Zions Bancorporation
Utah
$632K – – –
CB
511
Cadence Bank
Mississippi
$629K +$3.89K +29 +0.6%
Facet Wealth Inc
512
Facet Wealth Inc
Maryland
$623K -$81.7M -609,357 -99%
FA
513
Financial Alternatives
California
$620K +$615K +4,582 New
NFP
514
Narus Financial Partners
Utah
$610K +$71.2K +531 +13%
NB
515
Northwest Bancshares
Pennsylvania
$605K -$4.03K -30 -0.7%
FVWA
516
Foster Victor Wealth Advisors
South Carolina
$599K -$9.12K -68 -2%
FFS
517
Founders Financial Securities
Maryland
$599K +$939 +7 +0.2%
NSIM
518
North Star Investment Management
Illinois
$598K +$8.99K +67 +2%
SW
519
SVB Wealth
Massachusetts
$598K +$18.5K +138 +3%
IEQ Capital
520
IEQ Capital
California
$596K +$18.6K +139 +3%
Simplicity Solutions
521
Simplicity Solutions
Minnesota
$593K -$73.8K -550 -11%
WFPG
522
Waller Financial Planning Group
Ohio
$591K -$218K -1,625 -27%
NorthRock Partners
523
NorthRock Partners
Minnesota
$587K +$268 +2 +0%
Lido Advisors
524
Lido Advisors
California
$583K -$11.8K -88 -2%
SWM
525
SeaCrest Wealth Management
New York
$577K +$10.6K +79 +2%