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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PJB
576
Paul John Balson
California
– -$207K -2,162 Closed
LNWWM
577
Laird Norton Wetherby Wealth Management
California
– -$203K -2,123 Closed
CG
578
Caprock Group
Idaho
– -$201K -2,097 Closed
SW
579
SVB Wealth
Massachusetts
– -$179K -1,880 Closed
THWM
580
Taylor Hoffman Wealth Management
Virginia
– -$120K -1,259 Closed
FWM
581
FSA Wealth Management
Massachusetts
– -$90K -940 Closed
OPS
582
Orion Portfolio Solutions
Nebraska
– -$71K -747 Closed
FCM
583
Firestone Capital Management
Florida
– -$67K -695 Closed
RCA
584
Reitz Capital Advisors
Michigan
– -$65K -675 Closed
APC
585
Aspire Private Capital
North Carolina
– -$27K -278 Closed
BFIM
586
Beese Fulmer Investment Management
Ohio
– -$21K -218 Closed
WT
587
Washington Trust
Rhode Island
– -$20K -209 Closed
EIP
588
Ellis Investment Partners
Pennsylvania
– -$13K -140 Closed
MFT
589
Moisand Fitzgerald Tamayo
Florida
– -$12K -126 Closed
IWP
590
IAG Wealth Partners
Wisconsin
– -$9K -87 Closed
QCG
591
Quadrant Capital Group
Ohio
– -$8K -82 Closed
KPW
592
Kore Private Wealth
New York
– -$7K -81 Closed
RWB
593
RMR Wealth Builders
New Jersey
– -$8K -80 Closed
LAS
594
Lloyd Advisory Services
Georgia
– -$6K -61 Closed
SFG
595
Sowa Financial Group
Rhode Island
– -$4K -46 Closed
HB
596
Horizon Bancorp
Indiana
– -$4K -37 Closed
NL
597
NVWM LLC
Pennsylvania
– -$3K -35 Closed
WR
598
Watson Rebecca
– -$3K -35 Closed
SCA
599
Stonebridge Capital Advisors
Minnesota
– -$2K -26 Closed
EC
600
Estate Counselors
Wisconsin
– -$2K -25 Closed