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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
576
Thompson Siegel & Walmsley
Virginia
$617K -$613K -3,751 -49%
FMWA
577
Forvis Mazars Wealth Advisors
Missouri
$614K +$163 +1 +0%
AllianceBernstein
578
AllianceBernstein
Tennessee
$607K +$50.4K +308 +9%
HAG
579
HF Advisory Group
Maryland
$605K +$18.3K +112 +3%
RCAG
580
Rehmann Capital Advisory Group
Michigan
$604K +$164K +1,003 +36%
CW
581
CreativeOne Wealth
Kansas
$603K -$282K -1,726 -32%
MFS
582
McNamara Financial Services
Massachusetts
$601K -$61K -373 -9%
BBA
583
BLB&B Advisors
Pennsylvania
$600K +$28.4K +174 +5%
First Trust Advisors
584
First Trust Advisors
Illinois
$595K +$1.8K +11 +0.3%
MW
585
Marcum Wealth
Ohio
$595K -$163K -994 -21%
AL
586
Aspiriant LLC
California
$590K – – –
CC
587
Courier Capital
New York
$588K +$49.2K +301 +9%
YWS
588
Yarger Wealth Strategies
Ohio
$585K +$3.92K +24 +0.7%
FIBT
589
First International Bank & Trust
North Dakota
$584K – – –
CMBA
590
C.M. Bidwell & Associates
Hawaii
$583K – – –
ECM
591
Evergreen Capital Management
Washington
$582K +$327 +2 +0.1%
KFI
592
Key Financial Inc
Pennsylvania
$581K – – –
CA
593
Continuum Advisory
Idaho
$579K +$817 +5 +0.1%
CCWM
594
Cassaday & Co Wealth Management
Virginia
$578K +$15K +92 +3%
TFA
595
TPG Financial Advisors
Oregon
$574K -$34.3K -210 -6%
SAI
596
Savvy Advisors Inc
New York
$570K +$132K +806 +29%
GFG
597
Grantvest Financial Group
New Jersey
$570K +$26.8K +164 +5%
SAM
598
Synergy Asset Management
Washington
$569K -$579K -3,539 -50%
LFA
599
Lauterbach Financial Advisors
Texas
$568K +$579K +3,540 New
ZBNA
600
Zions Bancorporation, National Association
Utah
$567K +$578K +3,534 New