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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TDWM
501
Topel & Distasi Wealth Management
California
$887K
BAM
502
Belpointe Asset Management
Nevada
$887K -$581K -3,672 -41%
FCA
503
Fortis Capital Advisors
Kansas
$887K -$581K -3,672 -41%
EFS
504
Essex Financial Services
Connecticut
$885K +$33.7K +213 +4%
CFG
505
Citizens Financial Group
Rhode Island
$883K
GIA
506
GHP Investment Advisors
Colorado
$879K -$1.74K -11 -0.2%
WMA
507
William Mack & Associates
Michigan
$875K -$158K -997 -16%
CCB
508
Country Club Bank
Missouri
$875K
Kovitz Investment Group Partners
509
Kovitz Investment Group Partners
Illinois
$874K +$104K +658 +14%
JWA
510
JFS Wealth Advisors
Pennsylvania
$871K
RFS
511
Retirement Financial Solutions
Tennessee
$868K
LG
512
LAM Group
Oregon
$868K
NFW
513
Noble Family Wealth
Florida
$866K +$29.9K +189 +4%
AA
514
Ancora Advisors
Ohio
$864K -$48K -303 -5%
TPA
515
Trivium Point Advisory
Connecticut
$860K -$625K -3,946 -43%
IF
516
Ironwood Financial
Arizona
$855K
FA
517
FC Advisory
Pennsylvania
$853K -$49.1K -310 -6%
FMII
518
Farmers & Merchants Investments Inc
Nebraska
$840K -$8.71K -55 -1%
LAM
519
L2 Asset Management
Massachusetts
$839K +$807K +5,099 New
PB
520
Pinnacle Bancorp
Nebraska
$838K -$3.17K -20 -0.4%
FFA
521
Farther Finance Advisors
California
$835K -$154K -972 -16%
NSIM
522
North Star Investment Management
Illinois
$832K
AWA
523
Aaron Wealth Advisors
Illinois
$832K
BI
524
Berkeley Inc
Idaho
$830K -$29.3K -185 -4%
GIM
525
Goelzer Investment Management
Indiana
$826K +$320K +2,018 +67%