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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
576
Private Client Services
Kentucky
$515K +$477K +3,555 New
BW
577
Bison Wealth
Georgia
$515K -$21K -156 -4%
AIC
578
Archer Investment Corporation
Indiana
$513K -$19.9K -148 -4%
ZB
579
Zions Bancorporation
Utah
$512K – – –
MW
580
Marcum Wealth
Ohio
$512K +$1.34K +10 +0.3%
IFPL
581
Investments & Financial Planning LLC
Kentucky
$505K -$3.54M -26,323 -88%
PGA
582
Portland Global Advisors
Maine
$502K +$465K +3,465 New
LNWWM
583
Laird Norton Wetherby Wealth Management
California
$500K -$3.22K -24 -0.7%
DAS
584
Dynamic Advisor Solutions
Arizona
$498K +$52K +387 +13%
TFA
585
TPG Financial Advisors
Oregon
$497K +$108K +802 +31%
HR
586
Howe & Rusling
New York
$494K +$21.9K +163 +5%
WA
587
WP Advisors
California
$492K +$3.49K +26 +0.8%
SWPG
588
Strategic Wealth Partners Group
Illinois
$492K +$134 +1 +0%
SFA
589
Sequoia Financial Advisors
Ohio
$489K +$26.3K +196 +6%
FMII
590
Farmers & Merchants Investments Inc
Nebraska
$483K – – –
SEP
591
Southland Equity Partners
Missouri
$482K -$17.7K -132 -4%
CF
592
Centaurus Financial
California
$482K +$12.8K +95 +3%
GVAG
593
Great Valley Advisor Group
Delaware
$480K -$259K -1,926 -37%
BFA
594
Beacon Financial Advisory
Ohio
$478K -$28.3K -211 -6%
AWM
595
Aviso Wealth Management
Washington
$475K +$440K +3,274 New
WFPG
596
Waller Financial Planning Group
Ohio
$474K -$20.1K -150 -4%
AllianceBernstein
597
AllianceBernstein
Tennessee
$472K +$133K +989 +44%
MPCL
598
My Personal CFO LLC
Washington
$470K -$86.5K -644 -17%
ORC
599
O'Rourke & Company
Massachusetts
$469K +$32.4K +241 +8%
FPAS
600
Focus Partners Advisor Solutions
Missouri
$465K -$39.2K -292 -8%