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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
501
Citizens Financial Group
Rhode Island
$747K +$168K +1,254 +32%
RFS
502
Retirement Financial Solutions
Tennessee
$744K +$5.24K +39 +0.8%
NCM
503
Novare Capital Management
North Carolina
$743K
MLA
504
My Legacy Advisors
Oregon
$742K +$48.5K +361 +8%
CFA
505
Cahill Financial Advisors
Minnesota
$741K -$27.9K -208 -4%
TC
506
TownSquare Capital
Utah
$738K -$19.2K -143 -3%
EWP
507
Elevation Wealth Partners
California
$732K +$750K +5,586 New
JWA
508
JFS Wealth Advisors
Pennsylvania
$729K -$8.73K -65 -1%
PI
509
PFG Investments
New York
$729K +$11.4K +85 +2%
TBWA
510
Three Bridge Wealth Advisors
California
$726K +$22.4K +167 +3%
Koshinski Asset Management
511
Koshinski Asset Management
Illinois
$725K +$243K +1,806 +57%
CHA
512
Carmichael Hill & Associates
Maryland
$715K -$18.7K -139 -3%
HNB
513
Huntington National Bank
Ohio
$713K
HP
514
Holistic Planning
Texas
$704K +$652K +4,857 New
EFS
515
Essex Financial Services
Connecticut
$701K -$110K -821 -15%
GCM
516
G2 Capital Management
Ohio
$700K
PB
517
Pinnacle Bancorp
Nebraska
$691K +$233K +1,735 +57%
KA
518
Kovack Advisors
Florida
$690K -$59.1K -440 -8%
NFP
519
Narus Financial Partners
Utah
$683K +$57.2K +426 +10%
WAM
520
WNY Asset Management
New York
$682K -$1.92M -14,282 -75%
FAT
521
First American Trust
California
$682K -$102K -761 -14%
ACP
522
Aveo Capital Partners
Colorado
$679K +$59K +439 +10%
SAG
523
SageView Advisory Group
California
$678K +$37.2K +277 +6%
LWM
524
Liberty Wealth Management
California
$676K -$619K -4,605 -99%
CWM
525
Connecticut Wealth Management
Connecticut
$676K