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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
501
Vanguard Group
Pennsylvania
$598K +$152K +1,101 +32%
1IA
502
1834 Investment Advisors
Wisconsin
$593K -$7.2K -52 -1%
LCWP
503
Legacy Capital Wealth Partners
Arkansas
$593K +$627K +4,525 New
CT
504
Colonial Trust
South Carolina
$589K -$25.6K -185 -4%
SageView Advisory Group
505
SageView Advisory Group
California
$579K -$27.3K -197 -4%
IEQ Capital
506
IEQ Capital
California
$570K +$11.2K +81 +2%
LTL
507
Lowery Thomas LLC
California
$569K +$144K +1,043 +32%
CD
508
Chapin Davis
Maryland
$569K +$139 +1 +0%
FVWA
509
Foster Victor Wealth Advisors
South Carolina
$566K -$2.22K -16 -0.4%
Mill Creek Capital Advisors
510
Mill Creek Capital Advisors
Pennsylvania
$561K +$188K +1,355 +46%
NFP
511
Narus Financial Partners
Utah
$561K -$8.03K -58 -1%
MF
512
Meridian Financial
Massachusetts
$556K +$18.7K +135 +3%
ACP
513
Aveo Capital Partners
Colorado
$556K +$79.8K +576 +16%
MFS
514
McNamara Financial Services
Massachusetts
$551K +$2.63K +19 +0.5%
BCA
515
Bay Colony Advisors
Massachusetts
$551K -$53.2K -384 -8%
FFS
516
Founders Financial Securities
Maryland
$546K -$27.8K -201 -5%
EFL
517
ERn Financial LLC
Wisconsin
$545K -$2.35K -17 -0.4%
LA
518
Latitude Advisors
Florida
$545K -$17.9K -129 -3%
CreativeOne Wealth
519
CreativeOne Wealth
Kansas
$544K -$218K -1,576 -27%
Smithfield Trust
520
Smithfield Trust
Pennsylvania
$542K +$145K +1,047 +34%
Busey Bank
521
Busey Bank
Illinois
$536K +$55.4K +400 +11%
ODIJL
522
One Day In July LLC
Vermont
$533K +$6.23K +45 +1%
Calamos Wealth Management
523
Calamos Wealth Management
Illinois
$532K – – –
FIBT
524
First International Bank & Trust
North Dakota
$530K – – –
PP
525
Pegasus Partners
Wisconsin
$528K +$44.5K +321 +9%