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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
601
GGM Wealth Advisors
Maryland
$395K
AWS
602
AJ Wealth Strategies
New York
$394K +$391K +2,916 New
ORC
603
O'Rourke & Company
Massachusetts
$392K +$87.7K +654 +29%
KeyBank National Association
604
KeyBank National Association
Ohio
$392K +$388K +2,895 New
PB
605
Pinnacle Bancorp
Nebraska
$391K
BWM
606
BCS Wealth Management
Tennessee
$388K
PIA
607
Pinion Investment Advisors
Kansas
$387K -$259K -1,932 -40%
PA
608
PFG Advisors
Arizona
$383K -$42.5K -317 -10%
NF
609
Nikulski Financial
Iowa
$382K +$379K +2,823 New
DI
610
Disciplined Investments
Oklahoma
$381K -$139K -1,033 -27%
FPAS
611
Focus Partners Advisor Solutions
Missouri
$380K -$4.03K -30 -1%
DWM
612
Defined Wealth Management
Oregon
$378K +$375K +2,793 New
WLPWM
613
Walled Lake Planning & Wealth Management
Illinois
$373K -$3.35K -25 -0.9%
CAMG
614
CWA Asset Management Group
Florida
$371K -$81.7K -609 -18%
TL
615
Tradewinds LLC
North Carolina
$370K +$1.27M +9,493 New
QCIG
616
Quad-Cities Investment Group
Iowa
$368K +$91.5K +682 +33%
BFA
617
Beaumont Financial Advisors
Massachusetts
$367K
NRI
618
NFP Retirement Inc
California
$364K +$20.7K +154 +6%
CCWM
619
Cassaday & Co Wealth Management
Virginia
$362K +$360K +2,680 New
BF
620
Brooklyn FI
New York
$362K -$168K -1,252 -59%
VFA
621
Valeo Financial Advisors
Indiana
$359K +$356K +2,654 New
BFM
622
Broadview Financial Management
Wisconsin
$359K +$2.82K +21 +0.8%
OLA
623
Oliver Luxxe Assets
New Jersey
$358K +$671 +5 +0.2%
WB
624
WesBanco Bank
West Virginia
$355K -$11.5K -86 -3%
LSPW
625
Lake Street Private Wealth
Illinois
$353K +$6.04K +45 +2%