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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CreativeOne Wealth
501
CreativeOne Wealth
Kansas
$886K +$53.1K +315 +6%
NFW
502
Noble Family Wealth
Florida
$883K -$187K -1,106 -17%
HWA
503
Heartwood Wealth Advisors
Virginia
$876K – – –
GIA
504
GHP Investment Advisors
Colorado
$874K +$7.93K +47 +0.9%
FF
505
Friday Financial
Iowa
$868K +$905K +5,366 New
SIMC
506
Squire Investment Management Company
Utah
$867K +$124K +735 +16%
VP
507
Verisail Partners
Georgia
$866K +$903K +5,355 New
LWL
508
Leo Wealth LLC
Texas
$863K -$11.5K -68 -1%
KA
509
Kovack Advisors
Florida
$860K -$9.11K -54 -1%
GJIA
510
Glass Jacobson Investment Advisors
Maryland
$859K +$88.4K +524 +11%
Citizens Financial Group
511
Citizens Financial Group
Rhode Island
$858K +$5.4K +32 +0.6%
CCB
512
Country Club Bank
Missouri
$858K – – –
AWA
513
Aaron Wealth Advisors
Illinois
$857K – – –
Clearstead Advisors
514
Clearstead Advisors
Ohio
$856K -$5.4K -32 -0.6%
Modern Wealth Management
515
Modern Wealth Management
Kansas
$855K +$48.4K +287 +6%
GIA
516
Gladstone Institutional Advisory
Florida
$854K -$45.7K -271 -5%
CFGA
517
Cambridge Financial Group (Arizona)
Arizona
$854K +$155K +916 +21%
LG
518
LAM Group
Oregon
$853K – – –
RFS
519
Retirement Financial Solutions
Tennessee
$848K +$5.4K +32 +0.6%
FA
520
FC Advisory
Pennsylvania
$837K -$37.4K -222 -4%
CCC
521
Compass Capital Corp
Massachusetts
$837K +$865K +5,130 New
EFS
522
Essex Financial Services
Connecticut
$836K +$6.24K +37 +0.7%
BRWA
523
B. Riley Wealth Advisors
Florida
$834K +$2.53K +15 +0.3%
Legacy Financial Group (Iowa)
524
Legacy Financial Group (Iowa)
Iowa
$830K +$866K +5,132 New
BCA
525
Bay Colony Advisors
Massachusetts
$827K -$20.4K -121 -2%