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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
501
Strategic Financial Partners
Oregon
$721K -$75K -494 -9%
IA
502
IFP Advisors
Florida
$717K -$28.1K -185 -4%
PB
503
Pinnacle Bancorp
Nebraska
$715K
SWM
504
SeaCrest Wealth Management
New York
$715K
PWMA
505
Pension & Wealth Management Advisors
Massachusetts
$713K -$31K -204 -4%
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$711K +$219K +1,445 +44%
Legacy Financial Group (Iowa)
507
Legacy Financial Group (Iowa)
Iowa
$709K -$26.4K -174 -4%
GJIA
508
Glass Jacobson Investment Advisors
Maryland
$689K +$15K +99 +2%
CHA
509
Carmichael Hill & Associates
Maryland
$687K -$23.5K -155 -3%
CD
510
Chapin Davis
Maryland
$686K -$7.13K -47 -1%
PWM
511
Paulson Wealth Management
Illinois
$685K -$123K -811 -15%
MF
512
Meridian Financial
Massachusetts
$675K +$30.3K +200 +5%
IA
513
Inspire Advisors
Idaho
$674K -$45.2K -298 -6%
MFS
514
McNamara Financial Services
Massachusetts
$673K +$3.04K +20 +0.4%
CT
515
Colonial Trust
South Carolina
$667K
CPRC
516
Consolidated Portfolio Review Corp
New York
$665K +$1.52K +10 +0.2%
FA
517
Financial Alternatives
California
$662K -$27.3K -180 -4%
WAM
518
WNY Asset Management
New York
$661K -$59.2K -390 -8%
RWP
519
RWA Wealth Partners
Massachusetts
$659K -$2.43K -16 -0.4%
BCIM
520
Bishop & Co Investment Management
Pennsylvania
$658K -$34.1K -225 -5%
FFN
521
Focus Financial Network
Minnesota
$656K +$2.28K +15 +0.4%
AWM
522
Aspire Wealth Management
Massachusetts
$655K -$53.1K -350 -7%
FVWA
523
Foster Victor Wealth Advisors
South Carolina
$650K +$10.5K +69 +2%
AWA
524
Arete Wealth Advisors
Illinois
$645K +$652K +4,297 New
RIM
525
Rockbridge Investment Management
New York
$645K -$2.28K -15 -0.3%