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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGA
551
Cambridge Financial Group (Arizona)
Arizona
$748K -$122K -768 -14%
GIA
552
Gladstone Institutional Advisory
Florida
$742K -$106K -667 -13%
MF
553
Meridian Financial
Massachusetts
$741K +$23.8K +150 +3%
SAM
554
Synergy Asset Management
Washington
$740K +$152K +960 +27%
NEI
555
Northwest & Ethical Investments
Ontario, Canada
$740K +$713K +4,500 New
First Trust Advisors
556
First Trust Advisors
Illinois
$736K +$122K +771 +21%
RA
557
Rockingstone Advisors
Massachusetts
$734K -$8.71K -55 -1%
PA
558
Prossimo Advisors
California
$733K -$190K -1,197 -21%
AB
559
Atlas Brown
Kentucky
$731K -$56.8K -359 -7%
Citadel Advisors
560
Citadel Advisors
Florida
$731K -$992K -6,263 -58%
TA
561
Tactive Advisors
Florida
$728K +$701K +4,426 New
FA
562
Financial Alternatives
California
$724K
CA
563
Clearstead Advisors
Ohio
$714K -$199K -1,254 -22%
SFP
564
Strategic Financial Partners
Oregon
$708K -$19.6K -124 -3%
HB
565
Horizon Bancorp
Indiana
$702K -$1.43K -9 -0.2%
AWA
566
Arkadios Wealth Advisors
Georgia
$702K +$124K +783 +22%
Russell Investments Group
567
Russell Investments Group
United Kingdom
$701K +$293K +1,848 +77%
TPCW
568
TD Private Client Wealth
New York
$701K +$56.5K +357 +9%
UCFA
569
United Capital Financial Advisors
Texas
$689K +$24.5K +155 +4%
HAG
570
HF Advisory Group
Maryland
$685K +$62.9K +397 +11%
PWMA
571
Pension & Wealth Management Advisors
Massachusetts
$684K +$3.33K +21 +0.5%
CWM
572
Calamos Wealth Management
Illinois
$681K
ODIJL
573
One Day In July LLC
Vermont
$681K +$13.1K +83 +2%
XPN
574
XY Planning Network
Montana
$679K +$654K +4,129 New
PWP
575
Principle Wealth Partners
Connecticut
$679K +$653K +4,126 New