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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
526
Empower Advisory Group
Colorado
$820K -$58.5K -347 -6%
NSIM
527
North Star Investment Management
Illinois
$817K +$6.41K +38 +0.8%
JWA
528
JFS Wealth Advisors
Pennsylvania
$811K – – –
HIP
529
HUB Investment Partners
Texas
$805K -$32.6K -193 -4%
PB
530
Pinnacle Bancorp
Nebraska
$794K +$40.1K +238 +5%
Kovitz Investment Group Partners
531
Kovitz Investment Group Partners
Illinois
$789K +$823K +4,878 New
CD
532
Chapin Davis
Maryland
$786K – – –
FHA
533
Flagship Harbor Advisors
Massachusetts
$783K -$33.1K -196 -4%
WMA
534
William Mack & Associates
Michigan
$779K +$812K +4,815 New
AB
535
Atlas Brown
Kentucky
$777K +$843 +5 +0.1%
SWM
536
SeaCrest Wealth Management
New York
$773K – – –
CPRC
537
Consolidated Portfolio Review Corp
New York
$767K +$38.8K +230 +5%
SCM
538
Spreng Capital Management
Ohio
$766K +$67.1K +398 +9%
CT
539
Colonial Trust
South Carolina
$766K +$50.6K +300 +7%
FMII
540
Farmers & Merchants Investments Inc
Nebraska
$765K – – –
WWA
541
Wingate Wealth Advisors
Massachusetts
$764K +$797K +4,725 New
HP
542
Holistic Planning
Texas
$764K +$5.9K +35 +0.7%
MW
543
Marcum Wealth
Ohio
$760K +$155K +920 +24%
NW
544
NewEdge Wealth
Pennsylvania
$759K +$41K +243 +5%
TPCW
545
TD Private Client Wealth
New York
$758K -$219K -1,300 -22%
PWMA
546
Pension & Wealth Management Advisors
Massachusetts
$758K +$38.3K +227 +5%
FFA
547
Founders Financial Alliance
North Carolina
$755K +$713K +4,227 +967%
HNB
548
Huntington National Bank
Ohio
$750K – – –
WI
549
WrapManager Inc
California
$739K -$11.6K -69 -1%
RA
550
Rockingstone Advisors
Massachusetts
$731K -$877K -5,200 -53%