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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
551
Wellspring Financial Advisors
Ohio
$943K -$146M -779,772 -99%
PB
552
Pinnacle Bancorp
Nebraska
$938K +$34.9K +187 +4%
LWL
553
Leo Wealth LLC
Texas
$936K +$13.1K +70 +1%
FMWA
554
Forvis Mazars Wealth Advisors
Missouri
$903K -$22.8K -122 -2%
GJIA
555
Glass Jacobson Investment Advisors
Maryland
$903K +$14.2K +76 +2%
NSIM
556
North Star Investment Management
Illinois
$901K +$1.87K +10 +0.2%
WWA
557
Wingate Wealth Advisors
Massachusetts
$895K +$15.5K +83 +2%
WIM
558
Wiregrass Investment Management
Georgia
$891K – – –
LWM
559
LightSquare Wealth Management
Michigan
$889K +$902K +4,826 New
Legacy Financial Group (Iowa)
560
Legacy Financial Group (Iowa)
Iowa
$886K +$374 +2 +0%
BAM
561
Belpointe Asset Management
Nevada
$884K -$287K -1,537 -24%
FCA
562
Fortis Capital Advisors
Kansas
$884K -$32.9K -176 -4%
CWM
563
Connecticut Wealth Management
Connecticut
$883K -$13.6K -73 -2%
SFG
564
SNS Financial Group
Minnesota
$882K – – –
CA
565
Clearstead Advisors
Ohio
$876K – – –
SWM
566
Schwallier Wealth Management
Michigan
$870K -$3.18K -17 -0.4%
CD
567
Chapin Davis
Maryland
$867K +$187 +1 +0%
HCP
568
Hexagon Capital Partners
Arkansas
$866K +$877K +4,697 New
RPSA
569
Richard P. Slaughter Associates
Texas
$864K -$78.8K -422 -8%
BCI
570
Brinker Capital Investments
Pennsylvania
$858K -$604K -3,234 -41%
HAG
571
HF Advisory Group
Maryland
$854K -$65.9K -353 -7%
NSG
572
Nalls Sherbakoff Group
Tennessee
$850K -$183K -982 -18%
MFA
573
McClarren Financial Advisors
Pennsylvania
$846K +$451K +2,415 +111%
BI
574
Berkeley Inc
Idaho
$838K -$51.6K -276 -6%
BCM
575
Becker Capital Management
Oregon
$834K -$28.6K -153 -3%