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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
576
Warner Financial
Maryland
$516K +$25.4K +189 +6%
PCS
577
Private Client Services
Kentucky
$515K +$477K +3,555 New
BW
578
Bison Wealth
Georgia
$515K -$21K -156 -4%
AIC
579
Archer Investment Corporation
Indiana
$513K -$19.9K -148 -4%
ZB
580
Zions Bancorporation
Utah
$512K
MW
581
Marcum Wealth
Ohio
$512K +$1.34K +10 +0.3%
IFPL
582
Investments & Financial Planning LLC
Kentucky
$505K -$3.54M -26,323 -88%
PGA
583
Portland Global Advisors
Maine
$502K +$465K +3,465 New
LNWWM
584
Laird Norton Wetherby Wealth Management
California
$500K -$3.22K -24 -0.7%
DAS
585
Dynamic Advisor Solutions
Arizona
$498K +$52K +387 +13%
TFA
586
TPG Financial Advisors
Oregon
$497K +$108K +802 +31%
HR
587
Howe & Rusling
New York
$494K +$21.9K +163 +5%
WA
588
WP Advisors
California
$492K +$3.49K +26 +0.8%
SWPG
589
Strategic Wealth Partners Group
Illinois
$492K +$134 +1 +0%
SFA
590
Sequoia Financial Advisors
Ohio
$489K +$26.3K +196 +6%
FMII
591
Farmers & Merchants Investments Inc
Nebraska
$483K
SEP
592
Southland Equity Partners
Missouri
$482K -$17.7K -132 -4%
CF
593
Centaurus Financial
California
$482K +$12.8K +95 +3%
GVAG
594
Great Valley Advisor Group
Delaware
$480K -$259K -1,926 -37%
BFA
595
Beacon Financial Advisory
Ohio
$478K -$28.3K -211 -6%
AWM
596
Aviso Wealth Management
Washington
$475K +$440K +3,274 New
WFPG
597
Waller Financial Planning Group
Ohio
$474K -$20.1K -150 -4%
AllianceBernstein
598
AllianceBernstein
Tennessee
$472K +$133K +989 +44%
MPCL
599
My Personal CFO LLC
Washington
$470K -$86.5K -644 -17%
ORC
600
O'Rourke & Company
Massachusetts
$469K +$32.4K +241 +8%