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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cassaday & Co Wealth Management
601
Cassaday & Co Wealth Management
Virginia
$613K +$1.02K +6 +0.2%
Dynamic Advisor Solutions
602
Dynamic Advisor Solutions
Arizona
$613K +$1.19K +7 +0.2%
WA
603
WP Advisors
California
$613K +$3.06K +18 +0.5%
Curi RMB Capital
604
Curi RMB Capital
Illinois
$609K +$25.5K +150 +5%
LCWP
605
Legacy Capital Wealth Partners
Arkansas
$608K – – –
Evergreen Capital Management
606
Evergreen Capital Management
Washington
$606K +$340 +2 +0.1%
TBT
607
Texas Bank & Trust
Texas
$604K +$229K +1,343 +63%
SAM
608
S.A. Mason
Michigan
$601K – – –
WesBanco Bank
609
WesBanco Bank
West Virginia
$599K +$21.3K +125 +4%
Koshinski Asset Management
610
Koshinski Asset Management
Illinois
$599K +$9.36K +55 +2%
AF
611
Amara Financial
California
$598K +$245K +1,442 +73%
BHWM
612
Beaird Harris Wealth Management
Texas
$592K +$25.5K +150 +5%
Apollon Wealth Management
613
Apollon Wealth Management
South Carolina
$590K +$72.8K +428 +15%
CWM
614
Collaborative Wealth Management
Florida
$589K -$51K -300 -8%
CMBA
615
C.M. Bidwell & Associates
Hawaii
$586K -$8.34K -49 -1%
Atomi Financial Group
616
Atomi Financial Group
New York
$585K +$5.28K +31 +0.9%
CreativeOne Wealth
617
CreativeOne Wealth
Kansas
$583K +$53.1K +312 +10%
PCS
618
Private Client Services
Kentucky
$578K +$170 +1 +0%
VF
619
Virtu Financial
New York
$574K -$443K -2,602 -44%
FC
620
Fairscale Capital
New Hampshire
$565K – – –
CHJWM
621
Carlton Hofferkamp & Jenks Wealth Management
Texas
$564K +$170 +1 +0%
VFIC
622
Valley Forge Investment Consultants
Pennsylvania
$564K +$549K +3,229 New
PWP
623
Principle Wealth Partners
Connecticut
$561K -$156K -914 -22%
PIA
624
Pinion Investment Advisors
Kansas
$555K +$6.98K +41 +1%
NWAG
625
Net Worth Advisory Group
Utah
$551K -$1.3M -7,611 -71%