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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
551
Channel Wealth
California
$461K +$10.1K +73 +2%
MW
552
Marcum Wealth
Ohio
$461K -$2.08K -15 -0.4%
FPAS
553
Focus Partners Advisor Solutions
Missouri
$459K -$27.1K -196 -5%
AWM
554
Atticus Wealth Management
Florida
$455K +$1.94K +14 +0.4%
LNWWM
555
Laird Norton Wetherby Wealth Management
California
$454K – – –
SEP
556
Southland Equity Partners
Missouri
$453K -$18.7K -135 -4%
SAM
557
S.A. Mason
Michigan
$452K – – –
VCA
558
Verdence Capital Advisors
Maryland
$452K -$136K -982 -22%
USCWA
559
U.S. Capital Wealth Advisors
Texas
$452K +$58.3K +421 +14%
CAC
560
Certified Advisory Corp
Florida
$449K -$158K -1,138 -25%
WFPG
561
Waller Financial Planning Group
Ohio
$447K – – –
CIAS
562
Capital Investment Advisory Services
North Carolina
$444K +$131K +947 +39%
SWPG
563
Strategic Wealth Partners Group
Illinois
$444K +$139 +1 +0%
WA
564
WP Advisors
California
$441K -$10.8K -78 -2%
WF
565
Warner Financial
Maryland
$441K +$2.63K +19 +0.6%
NB
566
NBT Bank
New York
$441K -$9.7K -70 -2%
FMII
567
Farmers & Merchants Investments Inc
Nebraska
$436K – – –
HR
568
Howe & Rusling
New York
$425K +$200K +1,443 +80%
LA
569
LexAurum Advisors
Kansas
$424K +$119K +860 +36%
CF
570
Centaurus Financial
California
$422K +$1.11K +8 +0.2%
HIS
571
Horizon Investment Services
Indiana
$420K +$4.99K +36 +1%
S
572
SignatureFD
Georgia
$419K +$970 +7 +0.2%
Koshinski Asset Management
573
Koshinski Asset Management
Illinois
$418K -$1.39K -10 -0.3%
SW
574
SkyOak Wealth
Michigan
$416K -$41.6K -300 -9%
PA
575
PFG Advisors
Arizona
$416K -$26K -188 -6%