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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
576
Caprock Group
Idaho
$829K -$179K -958 -18%
PPW
577
Parcion Private Wealth
Washington
$824K +$836K +4,473 New
FFA
578
Founders Financial Alliance
North Carolina
$817K -$48.8K -261 -6%
CWM
579
Calamos Wealth Management
Illinois
$813K -$19.6K -105 -2%
Calamos Advisors
580
Calamos Advisors
Illinois
$813K +$824K +4,412 New
FA
581
Financial Alternatives
California
$811K
IAA
582
Independent Advisor Alliance
North Carolina
$797K +$808K +4,326 New
HP
583
Holistic Planning
Texas
$789K -$74.9K -401 -9%
MWM
584
MorganRosel Wealth Management
Colorado
$786K -$122K -651 -13%
BBA
585
BLB&B Advisors
Pennsylvania
$782K +$85.6K +458 +12%
MF
586
Meridian Financial
Massachusetts
$779K -$14.6K -78 -2%
CF
587
Centaurus Financial
California
$777K +$61.1K +327 +8%
AB
588
Atlas Brown
Kentucky
$777K -$7.47K -40 -0.9%
CWA
589
Crux Wealth Advisors
California
$770K +$4.11K +22 +0.5%
UAG
590
United Advisor Group
Ohio
$770K -$12.7K -68 -2%
PWMA
591
Pension & Wealth Management Advisors
Massachusetts
$766K +$1.12K +6 +0.1%
PEWA
592
Pacific Excel Wealth Advisors
California
$765K +$293K +1,566 +61%
Empower Advisory Group
593
Empower Advisory Group
Colorado
$765K -$178K -955 -19%
PCA
594
Prosperity Capital Advisors
Ohio
$762K +$16.1K +86 +2%
BEAM
595
Baker Ellis Asset Management
Washington
$760K +$42K +225 +6%
OFS
596
OneAscent Financial Services
Alabama
$754K +$398K +2,130 +109%
MYIA
597
Mount Yale Investment Advisors
Colorado
$750K +$761K +4,071 New
UCFA
598
United Capital Financial Advisors
Texas
$744K +$6.72K +36 +0.9%
CP
599
Creekside Partners
California
$742K +$1.12K +6 +0.1%
NLP
600
Next Level Private
New York
$741K -$316K -1,690 -30%