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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
526
Beacon Financial Advisory
Ohio
$427K +$147 +1 +0%
RMDI
527
R.M. Davis Inc
Maine
$424K – – –
TSW
528
Thompson Siegel & Walmsley
Virginia
$423K +$13.5K +92 +3%
USCWA
529
U.S. Capital Wealth Advisors
Texas
$420K +$5.14K +35 +1%
GGS
530
Galvin Gaustad & Stein
Arizona
$419K +$410K +2,790 New
CAG
531
Csenge Advisory Group
Florida
$417K -$32.7K -223 -7%
BF
532
Brooklyn FI
New York
$412K +$402K +2,738 New
S
533
SignatureFD
Georgia
$410K +$9.25K +63 +2%
ZF
534
Zhang Financial
Michigan
$408K +$15.9K +108 +4%
OPS
535
Orion Portfolio Solutions
Nebraska
$407K -$176K -1,197 -31%
SCG
536
Sonata Capital Group
Washington
$406K – – –
RCAG
537
Rehmann Capital Advisory Group
Michigan
$396K +$30.4K +207 +9%
MSAM
538
Moloney Securities Asset Management
Missouri
$391K – – –
FW
539
FirstPurpose Wealth
Utah
$391K +$382K +2,600 New
SEM
540
Strategic Equity Management
Arizona
$390K +$37.7K +257 +11%
AWM
541
Altium Wealth Management
New York
$386K -$1.03K -7 -0.3%
TIA
542
Tiemann Investment Advisors
California
$386K +$377K +2,566 New
Fisher Asset Management
543
Fisher Asset Management
Washington
$386K +$377K +2,567 New
EFS
544
Essex Financial Services
Connecticut
$385K – – –
MWM
545
Modera Wealth Management
New Jersey
$384K +$374K +2,549 New
JWA
546
JFS Wealth Advisors
Pennsylvania
$380K -$51.4K -350 -12%
KCM
547
Karp Capital Management
California
$380K +$56.5K +385 +18%
NDSI
548
Newman Dignan & Sheerar Inc
Rhode Island
$378K +$1.32K +9 +0.4%
DY
549
Dowling & Yahnke
California
$377K – – –
WWM
550
Western Wealth Management
Colorado
$375K +$365K +2,487 New