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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
551
SVB Wealth
Massachusetts
$600K -$117K -798 -17%
AWA
552
Amplius Wealth Advisors
Pennsylvania
$597K -$207K -1,410 -27%
Koshinski Asset Management
553
Koshinski Asset Management
Illinois
$596K -$173K -1,176 -24%
AA
554
Argent Advisors
Louisiana
$594K
JPLA
555
Joseph P. Lucia & Associates
New York
$593K -$119K -809 -18%
KFI
556
Key Financial Inc
Pennsylvania
$578K
DAS
557
Dynamic Advisor Solutions
Arizona
$566K +$25.4K +173 +5%
CMBA
558
C.M. Bidwell & Associates
Hawaii
$565K -$2.64K -18 -0.5%
ECM
559
Evergreen Capital Management
Washington
$564K +$294 +2 +0.1%
PFPT
560
Pinnacle Financial Partners (Tennessee)
Tennessee
$562K -$67.7K -461 -11%
MWM
561
MGB Wealth Management
Texas
$559K
SAM
562
S.A. Mason
Michigan
$559K -$7.34K -50 -1%
SAM
563
Synergy Asset Management
Washington
$552K -$10.9K -74 -2%
ZB
564
Zions Bancorporation
Utah
$551K
MW
565
Marcum Wealth
Ohio
$551K +$587 +4 +0.1%
FFL
566
Financial Freedom LLC
Ohio
$548K -$71.1K -484 -12%
PP
567
Prudential plc
United Kingdom
$545K -$744K -5,065 -59%
CIAS
568
Capital Investment Advisory Services
North Carolina
$544K -$11K -75 -2%
AIC
569
Archer Investment Corporation
Indiana
$543K -$7.78K -53 -1%
SEP
570
Southland Equity Partners
Missouri
$543K +$22.5K +153 +5%
EWP
571
Elevation Wealth Partners
California
$538K -$313K -2,135 -38%
TW
572
Traveka Wealth
California
$537K +$101K +688 +25%
GVAG
573
Great Valley Advisor Group
Delaware
$533K +$15.9K +108 +3%
WA
574
WP Advisors
California
$532K +$2.35K +16 +0.5%
PCS
575
Private Client Services
Kentucky
$526K -$26.6K -181 -5%