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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPAM
576
Ocean Park Asset Management
California
$674K
CWA
577
Crux Wealth Advisors
California
$673K
PPW
578
Pasadena Private Wealth
California
$671K +$4.75K +30 +0.7%
CF
579
Centaurus Financial
California
$669K -$792 -5 -0.1%
CP
580
Creekside Partners
California
$659K
Envestnet Portfolio Solutions
581
Envestnet Portfolio Solutions
Illinois
$659K -$119K -754 -16%
TI
582
Truepoint Inc
Ohio
$655K -$121K -762 -16%
EFL
583
ERn Financial LLC
Wisconsin
$649K -$16.3K -103 -3%
KW
584
Keyvantage Wealth
Pennsylvania
$647K -$45.4K -287 -7%
IAG
585
Investmark Advisory Group
Connecticut
$640K
AllianceBernstein
586
AllianceBernstein
Tennessee
$638K +$15.8K +100 +3%
FMWA
587
Forvis Mazars Wealth Advisors
Missouri
$635K +$5.22K +33 +0.9%
MWM
588
MorganRosel Wealth Management
Colorado
$629K +$80.9K +511 +15%
RIS
589
Richmond Investment Services
Wisconsin
$623K +$283K +1,788 +89%
HNB
590
Huntington National Bank
Ohio
$614K
NFG
591
Nations Financial Group
Iowa
$612K -$38.6K -244 -6%
GAM
592
Gotham Asset Management
New York
$609K +$150K +948 +34%
CWM
593
Collaborative Wealth Management
Florida
$604K -$33.7K -213 -5%
AL
594
Aspiriant LLC
California
$604K
VIPI
595
Vista Investment Partners II
Indiana
$603K +$581K +3,668 New
CWM
596
Copia Wealth Management
Oregon
$600K +$27.1K +171 +5%
YWS
597
Yarger Wealth Strategies
Ohio
$599K
MFS
598
McNamara Financial Services
Massachusetts
$598K -$17.4K -110 -3%
KFI
599
Key Financial Inc
Pennsylvania
$598K +$2.53K +16 +0.4%
PI
600
PFG Investments
New York
$594K -$49.1K -310 -8%