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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
526
U.S. Capital Wealth Advisors
Texas
$420K +$5.14K +35 +1%
GGS
527
Galvin Gaustad & Stein
Arizona
$419K +$410K +2,790 New
CAG
528
Csenge Advisory Group
Florida
$417K -$32.7K -223 -7%
BF
529
Brooklyn FI
New York
$412K +$402K +2,738 New
S
530
SignatureFD
Georgia
$410K +$9.25K +63 +2%
ZF
531
Zhang Financial
Michigan
$408K +$15.9K +108 +4%
OPS
532
Orion Portfolio Solutions
Nebraska
$407K -$176K -1,197 -31%
SCG
533
Sonata Capital Group
Washington
$406K
RCAG
534
Rehmann Capital Advisory Group
Michigan
$396K +$30.4K +207 +9%
MSAM
535
Moloney Securities Asset Management
Missouri
$391K
FW
536
FirstPurpose Wealth
Utah
$391K +$382K +2,600 New
SEM
537
Strategic Equity Management
Arizona
$390K +$37.7K +257 +11%
AWM
538
Altium Wealth Management
New York
$386K -$1.03K -7 -0.3%
TIA
539
Tiemann Investment Advisors
California
$386K +$377K +2,566 New
Fisher Asset Management
540
Fisher Asset Management
Washington
$386K +$377K +2,567 New
EFS
541
Essex Financial Services
Connecticut
$385K
MWM
542
Modera Wealth Management
New Jersey
$384K +$374K +2,549 New
JWA
543
JFS Wealth Advisors
Pennsylvania
$380K -$51.4K -350 -12%
KCM
544
Karp Capital Management
California
$380K +$56.5K +385 +18%
NDSI
545
Newman Dignan & Sheerar Inc
Rhode Island
$378K +$1.32K +9 +0.4%
DY
546
Dowling & Yahnke
California
$377K
WWM
547
Western Wealth Management
Colorado
$375K +$365K +2,487 New
SLA
548
Silver Lake Advisory
Utah
$372K +$363K +2,472 New
RRA
549
Round Rock Advisors
Connecticut
$372K +$364K +2,477 New
SCA
550
Snowden Capital Advisors
New York
$371K -$7.2K -49 -2%