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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DW30
526
Drucker Wealth 3.0
New Jersey
$645K +$650K +4,285 New
TRCT
527
Tower Research Capital (TRC)
New York
$644K -$629K -4,144 -49%
OWA
528
Octavia Wealth Advisors
Ohio
$634K -$202K -1,334 -24%
BCI
529
Brinker Capital Investments
Pennsylvania
$628K -$265K -1,748 -30%
OPS
530
Orion Portfolio Solutions
Nebraska
$628K -$265K -1,748 -30%
BW
531
Bison Wealth
Georgia
$627K
PO
532
Private Ocean
California
$622K +$628K +4,138 New
JCM
533
Jacobi Capital Management
Pennsylvania
$622K -$44.9K -296 -7%
WF
534
Warner Financial
Maryland
$622K
BFA
535
Buttonwood Financial Advisors
Maryland
$622K +$219K +1,445 +54%
Kovitz Investment Group Partners
536
Kovitz Investment Group Partners
Illinois
$620K +$622K +4,098 New
NB
537
NBT Bank
New York
$618K
BB
538
Busey Bank
Illinois
$616K
NW
539
NewEdge Wealth
Pennsylvania
$612K -$2.29M -15,117 -79%
EFL
540
ERn Financial LLC
Wisconsin
$612K +$6.07K +40 +1%
CWM
541
Calamos Wealth Management
Illinois
$612K
ODIJL
542
One Day In July LLC
Vermont
$609K
UCFA
543
United Capital Financial Advisors
Texas
$608K -$193K -1,271 -24%
GVAG
544
Great Valley Advisor Group
Delaware
$607K +$94.5K +623 +18%
GCM
545
G2 Capital Management
Ohio
$604K -$124K -814 -17%
YWS
546
Yarger Wealth Strategies
Ohio
$604K
CP
547
Creekside Partners
California
$601K +$606K +3,995 New
FFG
548
Fiduciary Financial Group
California
$601K +$578K +3,806 New
FIBT
549
First International Bank & Trust
North Dakota
$599K
AFP
550
Ausdal Financial Partners
Iowa
$597K -$307K -2,025 -34%