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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
Continuum Advisory
Idaho
$583K +$16.7K +99 +3%
BBA
602
BLB&B Advisors
Pennsylvania
$576K +$40.3K +239 +7%
ZB
603
Zions Bancorporation
Utah
$572K – – –
LCWP
604
Legacy Capital Wealth Partners
Arkansas
$571K – – –
S
605
SignatureFD
Georgia
$569K +$18.2K +108 +3%
WCM
606
WealthTrak Capital Management
Virginia
$569K +$593K +3,516 New
CCWM
607
Cassaday & Co Wealth Management
Virginia
$567K – – –
AIM
608
Advyzon Investment Management
Illinois
$564K +$588K +3,484 New
SAM
609
S.A. Mason
Michigan
$563K – – –
CWM
610
Copia Wealth Management
Oregon
$563K +$587K +3,479 New
JPLA
611
Joseph P. Lucia & Associates
New York
$562K -$7.93K -47 -1%
AllianceBernstein
612
AllianceBernstein
Tennessee
$562K +$57.7K +342 +11%
WA
613
WP Advisors
California
$561K +$3.54K +21 +0.6%
MWA
614
Medallion Wealth Advisors
Connecticut
$559K +$582K +3,452 New
QCM
615
QRG Capital Management
Illinois
$555K +$41.8K +248 +8%
USCWA
616
U.S. Capital Wealth Advisors
Texas
$549K +$108K +642 +23%
GFG
617
Grantvest Financial Group
New Jersey
$548K +$571K +3,385 New
Qube Research & Technologies (QRT)
618
Qube Research & Technologies (QRT)
United Kingdom
$548K +$83.2K +493 +17%
CC
619
Courier Capital
New York
$544K +$6.24K +37 +1%
AMM
620
American Money Management
California
$543K -$5.9K -35 -1%
EPP
621
ETF Portfolio Partners
Kansas
$542K +$38.6K +229 +7%
CWM
622
Congress Wealth Management
Massachusetts
$542K +$18.1K +107 +3%
PSB
623
Passumpsic Savings Bank
Vermont
$541K +$24.8K +147 +5%
PCS
624
Private Client Services
Kentucky
$541K -$3.21K -19 -0.6%
Millennium Management
625
Millennium Management
New York
$539K +$562K +3,329 New