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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
576
Joseph P. Lucia & Associates
New York
$526K -$46.4K -306 -8%
FC
577
Fairscale Capital
New Hampshire
$524K +$503K +3,317 New
SAM
578
S.A. Mason
Michigan
$524K -$15.9K -105 -3%
EPP
579
ETF Portfolio Partners
Kansas
$522K -$72.7K -479 -12%
WA
580
WP Advisors
California
$513K
CHJWM
581
Carlton Hofferkamp & Jenks Wealth Management
Texas
$512K
S
582
SignatureFD
Georgia
$511K +$30K +198 +6%
AIC
583
Archer Investment Corporation
Indiana
$510K -$14.3K -94 -3%
CIAS
584
Capital Investment Advisory Services
North Carolina
$507K -$17.8K -117 -3%
AMM
585
American Money Management
California
$507K
PCS
586
Private Client Services
Kentucky
$505K -$2.73K -18 -0.5%
NAS
587
Nicolet Advisory Services
Wisconsin
$503K +$13.8K +91 +3%
AWM
588
Aviso Wealth Management
Washington
$499K
PIA
589
Pinion Investment Advisors
Kansas
$498K -$139K -918 -22%
AWA
590
Amplius Wealth Advisors
Pennsylvania
$497K -$80.1K -528 -14%
CW
591
CreativeOne Wealth
Kansas
$494K -$128K -846 -20%
AWM
592
Apollon Wealth Management
South Carolina
$492K +$58K +382 +13%
IFPL
593
Investments & Financial Planning LLC
Kentucky
$490K -$303 -2 -0.1%
CF
594
Centaurus Financial
California
$489K +$1.52K +10 +0.3%
BBA
595
BLB&B Advisors
Pennsylvania
$481K +$11.1K +73 +2%
LWL
596
Leo Wealth LLC
Texas
$479K +$177K +1,164 +57%
Koshinski Asset Management
597
Koshinski Asset Management
Illinois
$477K -$95.4K -629 -16%
FMWA
598
Forvis Mazars Wealth Advisors
Missouri
$476K -$13.1K -86 -3%
OAS
599
Optivise Advisory Services
Tennessee
$474K +$478K +3,153 New
ITB
600
Idaho Trust Bank
Idaho
$472K +$477K +3,141 New