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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UAG
551
United Advisor Group
Ohio
$650K +$616K +3,874 New
TFA
552
TPG Financial Advisors
Oregon
$649K -$13.8K -87 -2%
AA
553
Argent Advisors
Louisiana
$639K
NL
554
NWAM LLC
Washington
$637K +$604K +3,797 New
MW
555
Marcum Wealth
Ohio
$634K
BW
556
Bison Wealth
Georgia
$631K -$40.9K -257 -6%
AL
557
Aspiriant LLC
California
$630K
NFP
558
Narus Financial Partners
Utah
$630K -$30K -189 -5%
EWP
559
Elevation Wealth Partners
California
$621K
FVWA
560
Foster Victor Wealth Advisors
South Carolina
$616K -$66.6K -419 -10%
RIM
561
Rockbridge Investment Management
New York
$614K -$99.2K -624 -15%
MA
562
MAS Advisors
Florida
$614K -$7.47K -47 -1%
KeyBank National Association
563
KeyBank National Association
Ohio
$612K +$283K +1,778 +95%
FIBT
564
First International Bank & Trust
North Dakota
$610K -$55K -346 -9%
KFI
565
Key Financial Inc
Pennsylvania
$609K -$11.9K -75 -2%
ECM
566
Evergreen Capital Management
Washington
$607K +$636 +4 +0.1%
CMBA
567
C.M. Bidwell & Associates
Hawaii
$606K
MWM
568
MGB Wealth Management
Texas
$601K
CA
569
Continuum Advisory
Idaho
$596K +$74.9K +471 +16%
HAG
570
HF Advisory Group
Maryland
$596K +$115K +726 +26%
SAM
571
Synergy Asset Management
Washington
$593K -$9.54K -60 -2%
ZB
572
Zions Bancorporation
Utah
$593K
LCWP
573
Legacy Capital Wealth Partners
Arkansas
$592K
JPLA
574
Joseph P. Lucia & Associates
New York
$591K +$4.13K +26 +0.7%
CCWM
575
Cassaday & Co Wealth Management
Virginia
$588K -$14.3K -90 -3%