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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
601
Legacy Capital Wealth Partners
Arkansas
$567K – – –
WA
602
WP Advisors
California
$560K +$3.76K +23 +0.7%
AWA
603
Arkadios Wealth Advisors
Georgia
$559K +$181K +1,107 +47%
SAM
604
S.A. Mason
Michigan
$559K – – –
CWM
605
Copia Wealth Management
Oregon
$559K – – –
JPLA
606
Joseph P. Lucia & Associates
New York
$558K +$163 +1 +0%
WCM
607
WealthTrak Capital Management
Virginia
$544K -$20.8K -127 -4%
Koshinski Asset Management
608
Koshinski Asset Management
Illinois
$542K +$22.9K +140 +4%
NA
609
Note Advisors
New York
$542K -$146K -891 -21%
QCM
610
QRG Capital Management
Illinois
$541K -$10.1K -62 -2%
TF
611
TME Financial
California
$539K -$2.32M -14,204 -81%
PCS
612
Private Client Services
Kentucky
$537K -$327 -2 -0.1%
AMM
613
American Money Management
California
$536K -$2.94K -18 -0.5%
QFW
614
QTR Family Wealth
Florida
$534K +$544K +3,328 New
RWM
615
Rialto Wealth Management
New York
$532K -$55.6K -340 -9%
MWM
616
MorganRosel Wealth Management
Colorado
$532K +$41K +251 +8%
ONSWM
617
Old North State Wealth Management
North Carolina
$531K +$87.3K +534 +19%
FC
618
Fairscale Capital
New Hampshire
$526K -$1.14K -7 -0.2%
BHWM
619
Beaird Harris Wealth Management
Texas
$520K +$24K +147 +5%
MWA
620
Medallion Wealth Advisors
Connecticut
$519K -$38.1K -233 -7%
AFP
621
Ausdal Financial Partners
Iowa
$518K +$23.5K +144 +5%
OWA
622
Octavia Wealth Advisors
Ohio
$517K +$4.25K +26 +0.8%
KeyBank National Association
623
KeyBank National Association
Ohio
$514K -$14.4K -88 -3%
PIA
624
Pinion Investment Advisors
Kansas
$511K -$14.2K -87 -3%
GCM
625
G2 Capital Management
Ohio
$511K -$136K -834 -21%