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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFS
501
Retirement Financial Solutions
Tennessee
$744K +$5.24K +39 +0.8%
NCM
502
Novare Capital Management
North Carolina
$743K – – –
MLA
503
My Legacy Advisors
Oregon
$742K +$48.5K +361 +8%
CFA
504
Cahill Financial Advisors
Minnesota
$741K -$27.9K -208 -4%
TC
505
TownSquare Capital
Utah
$738K -$19.2K -143 -3%
EWP
506
Elevation Wealth Partners
California
$732K +$750K +5,586 New
JWA
507
JFS Wealth Advisors
Pennsylvania
$729K -$8.73K -65 -1%
PI
508
PFG Investments
New York
$729K +$11.4K +85 +2%
TBWA
509
Three Bridge Wealth Advisors
California
$726K +$22.4K +167 +3%
Koshinski Asset Management
510
Koshinski Asset Management
Illinois
$725K +$243K +1,806 +57%
CHA
511
Carmichael Hill & Associates
Maryland
$715K -$18.7K -139 -3%
Huntington National Bank
512
Huntington National Bank
Ohio
$713K – – –
HP
513
Holistic Planning
Texas
$704K +$652K +4,857 New
EFS
514
Essex Financial Services
Connecticut
$701K -$110K -821 -15%
GCM
515
G2 Capital Management
Ohio
$700K – – –
PB
516
Pinnacle Bancorp
Nebraska
$691K +$233K +1,735 +57%
KA
517
Kovack Advisors
Florida
$690K -$59.1K -440 -8%
NFP
518
Narus Financial Partners
Utah
$683K +$57.2K +426 +10%
WAM
519
WNY Asset Management
New York
$682K -$1.92M -14,282 -75%
FAT
520
First American Trust
California
$682K -$102K -761 -14%
ACP
521
Aveo Capital Partners
Colorado
$679K +$59K +439 +10%
SageView Advisory Group
522
SageView Advisory Group
California
$678K +$37.2K +277 +6%
LWM
523
Liberty Wealth Management
California
$676K -$619K -4,605 -99%
CWM
524
Connecticut Wealth Management
Connecticut
$676K – – –
SW
525
SVB Wealth
Massachusetts
$673K +$391K +2,909 +168%