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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
576
S.A. Mason
Michigan
$584K
SFA
577
Sequoia Financial Advisors
Ohio
$580K -$7.79K -49 -1%
WA
578
WP Advisors
California
$578K +$5.88K +37 +1%
CPG
579
Cornerstone Planning Group
New Jersey
$577K -$9.29M -58,420 -94%
QCM
580
Quantinno Capital Management
New York
$573K +$327K +2,060 +152%
S
581
SignatureFD
Georgia
$572K +$2.07K +13 +0.4%
AMM
582
American Money Management
California
$569K +$3.18K +20 +0.6%
PI
583
PFG Investments
New York
$565K -$365K -2,295 -41%
PCS
584
Private Client Services
Kentucky
$564K +$1.59K +10 +0.3%
OWA
585
Octavia Wealth Advisors
Ohio
$562K -$133K -837 -20%
PIA
586
Pinion Investment Advisors
Kansas
$559K +$4.13K +26 +0.8%
CC
587
Courier Capital
New York
$558K -$44.5K -280 -8%
BBA
588
BLB&B Advisors
Pennsylvania
$557K +$20.2K +127 +4%
JCM
589
Jacobi Capital Management
Pennsylvania
$557K -$129K -814 -20%
AWM
590
Aviso Wealth Management
Washington
$556K
FMWA
591
Forvis Mazars Wealth Advisors
Missouri
$554K +$22.7K +143 +5%
NB
592
NBT Bank
New York
$553K -$129K -814 -20%
FC
593
Fairscale Capital
New Hampshire
$551K -$5.25K -33 -1%
CWM
594
Congress Wealth Management
Massachusetts
$544K +$515K +3,242 New
PWM
595
Paulson Wealth Management
Illinois
$539K -$213K -1,339 -29%
PFBT
596
Parkside Financial Bank & Trust
Missouri
$538K +$315K +1,979 +161%
Koshinski Asset Management
597
Koshinski Asset Management
Illinois
$538K +$2.07K +13 +0.4%
CF
598
Centaurus Financial
California
$537K -$7.31K -46 -1%
PSB
599
Passumpsic Savings Bank
Vermont
$537K +$49.4K +311 +11%
FFG
600
Fiduciary Financial Group
California
$536K -$90.6K -570 -15%