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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
576
Pinnacle Financial Partners (Tennessee)
Tennessee
$632K -$10.1K -60 -2%
IAG
577
Investmark Advisory Group
Connecticut
$629K – – –
CWM
578
Collaborative Wealth Management
Florida
$629K – – –
NL
579
NWAM LLC
Washington
$625K +$10.8K +64 +2%
VCA
580
Verdence Capital Advisors
Maryland
$624K -$326K -1,933 -33%
FMWA
581
Forvis Mazars Wealth Advisors
Missouri
$619K +$87.7K +520 +16%
MAM
582
MMA Asset Management
Pennsylvania
$614K -$914K -5,419 -59%
TFA
583
TPG Financial Advisors
Oregon
$612K -$14.7K -87 -2%
BW
584
Bison Wealth
Georgia
$610K +$843 +5 +0.1%
TBT
585
Texas Bank & Trust
Texas
$608K +$634K +3,759 New
SCM
586
Sterling Capital Management
North Carolina
$604K +$135K +800 +27%
Fuller & Thaler Asset Management
587
Fuller & Thaler Asset Management
California
$603K +$361K +2,138 +134%
FTUS
588
Flow Traders U.S.
New York
$600K -$800K -4,742 -56%
First Trust Advisors
589
First Trust Advisors
Illinois
$598K +$623K +3,695 New
KWAG
590
Kiely Wealth Advisory Group
North Carolina
$597K -$39.1K -232 -6%
AL
591
Aspiriant LLC
California
$594K -$14.8K -88 -2%
FVWA
592
Foster Victor Wealth Advisors
South Carolina
$593K -$21.4K -127 -3%
RIM
593
Rockbridge Investment Management
New York
$593K – – –
HAG
594
HF Advisory Group
Maryland
$592K +$17.4K +103 +3%
RWM
595
Rialto Wealth Management
New York
$591K +$617K +3,655 New
FIBT
596
First International Bank & Trust
North Dakota
$588K – – –
CMBA
597
C.M. Bidwell & Associates
Hawaii
$588K +$3.37K +20 +0.6%
ECM
598
Evergreen Capital Management
Washington
$586K +$506 +3 +0.1%
YWS
599
Yarger Wealth Strategies
Ohio
$585K -$73.5K -436 -11%
KFI
600
Key Financial Inc
Pennsylvania
$585K -$2.7K -16 -0.4%