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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
526
SeaCrest Wealth Management
New York
$577K +$10.6K +79 +2%
EFL
527
ERn Financial LLC
Wisconsin
$575K +$9.26K +69 +2%
MF
528
Meridian Financial
Massachusetts
$573K -$12.5K -93 -2%
AL
529
ACAS LLC
California
$572K +$567K +4,230 New
MFS
530
McNamara Financial Services
Massachusetts
$571K +$22.5K +168 +4%
OPS
531
Orion Portfolio Solutions
Nebraska
$570K +$135K +1,010 +32%
BAM
532
Belpointe Asset Management
Nevada
$570K +$180K +1,339 +47%
NL
533
NWAM LLC
Washington
$567K +$16.9K +126 +3%
FA
534
FC Advisory
Pennsylvania
$559K +$217K +1,614 +64%
CW
535
CreativeOne Wealth
Kansas
$558K +$160K +1,192 +41%
PCA
536
Prosperity Capital Advisors
Ohio
$557K +$552K +4,118 New
FAAM
537
First Ascent Asset Management
Colorado
$553K +$548K +4,088 New
AllianceBernstein
538
AllianceBernstein
Tennessee
$549K
FFL
539
Financial Freedom LLC
Ohio
$547K +$543K +4,047 New
ODIJL
540
One Day In July LLC
Vermont
$546K -$27.4K -204 -5%
S
541
SignatureFD
Georgia
$545K +$86K +641 +19%
MMPW
542
Mitchell McLeod Pugh & Williams
Alabama
$538K +$264K +1,968 +98%
GPA
543
Garrison Point Advisors
California
$536K
CWM
544
Calamos Wealth Management
Illinois
$535K
AIC
545
Archer Investment Corporation
Indiana
$534K -$4.96K -37 -0.9%
CWM
546
Connecticut Wealth Management
Connecticut
$529K +$29.2K +218 +6%
RJT
547
Raymond James Trust
Florida
$528K +$93.6K +698 +22%
DT
548
Diversified Trust
Tennessee
$525K +$521K +3,881 New
CF
549
Centaurus Financial
California
$524K -$5.37K -40 -1%
KA
550
Klingman & Associates
New York
$523K +$122K +909 +31%