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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
526
FineMark National Bank & Trust
Florida
$821K -$48.3K -305 -6%
BEAM
527
Baker Ellis Asset Management
Washington
$817K -$111K -700 -12%
LWL
528
Leo Wealth LLC
Texas
$817K +$787K +4,970 New
VT
529
Vise Technologies
New York
$813K +$783K +4,945 New
IWM
530
IHT Wealth Management
Illinois
$813K -$95.8K -605 -11%
SCM
531
Spreng Capital Management
Ohio
$808K +$1.11K +7 +0.1%
FFA
532
Founders Financial Alliance
North Carolina
$806K
GS
533
GWN Securities
Florida
$804K +$270K +1,703 +54%
Legacy Financial Group (Iowa)
534
Legacy Financial Group (Iowa)
Iowa
$804K +$39K +246 +5%
CWM
535
Connecticut Wealth Management
Connecticut
$800K
BCM
536
Becker Capital Management
Oregon
$798K -$3.22M -20,336 -81%
WF
537
Warner Financial
Maryland
$796K -$156K -987 -17%
FHA
538
Flagship Harbor Advisors
Massachusetts
$794K -$2.69K -17 -0.4%
Empower Advisory Group
539
Empower Advisory Group
Colorado
$793K -$3.96K -25 -0.5%
SFG
540
SNS Financial Group
Minnesota
$791K -$158K -1,000 -17%
SFS
541
Summit Financial Strategies
Ohio
$790K +$328K +2,072 +76%
IAN
542
Integrated Advisors Network
Texas
$782K +$91.8K +580 +14%
CD
543
Chapin Davis
Maryland
$781K +$9.5K +60 +1%
CT
544
Colonial Trust
South Carolina
$779K
WI
545
WrapManager Inc
California
$777K +$27.2K +172 +4%
WWA
546
Wingate Wealth Advisors
Massachusetts
$777K
GJIA
547
Glass Jacobson Investment Advisors
Maryland
$770K -$100K -634 -12%
BCA
548
Bay Colony Advisors
Massachusetts
$754K -$51.8K -327 -7%
ETC
549
Exchange Traded Concepts
Oklahoma
$752K +$58.6K +370 +9%
CPRC
550
Consolidated Portfolio Review Corp
New York
$748K -$63.2K -399 -8%