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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NLP
601
Next Level Private
New York
$741K -$316K -1,690 -30%
AGP
602
Autumn Glory Partners
Texas
$737K – – –
SFP
603
Strategic Financial Partners
Oregon
$733K -$37.9K -203 -5%
RIM
604
Rockbridge Investment Management
New York
$733K -$1.31K -7 -0.2%
Curi RMB Capital
605
Curi RMB Capital
Illinois
$730K +$127K +682 +21%
PI
606
PFG Investments
New York
$726K +$64.1K +343 +10%
CFGA
607
Cambridge Financial Group (Arizona)
Arizona
$725K -$213K -1,140 -22%
MCM
608
Manchester Capital Management
Vermont
$720K -$39.6K -212 -5%
TPA
609
Trivium Point Advisory
Connecticut
$716K -$51.6K -276 -7%
IAG
610
Investmark Advisory Group
Connecticut
$716K -$934 -5 -0.1%
Aspiriant LLC
611
Aspiriant LLC
California
$709K – – –
SAW
612
Signal Advisors Wealth
Michigan
$699K +$419K +2,242 +144%
RWA Wealth Partners
613
RWA Wealth Partners
Massachusetts
$695K +$10.1K +54 +1%
AF
614
Amara Financial
California
$692K +$3.92K +21 +0.6%
FA
615
FDx Advisors
Illinois
$691K +$3.18K +17 +0.5%
KW
616
Keyvantage Wealth
Pennsylvania
$690K -$23.4K -125 -3%
MFS
617
McNamara Financial Services
Massachusetts
$688K -$8.78K -47 -1%
CA
618
Continuum Advisory
Idaho
$687K +$126K +672 +22%
Facet Wealth Inc
619
Facet Wealth Inc
Maryland
$686K +$164K +877 +31%
KCM
620
Kendall Capital Management
Maryland
$686K -$169K -905 -20%
PPW
621
Pasadena Private Wealth
California
$685K -$10.1K -54 -1%
Truepoint Inc
622
Truepoint Inc
Ohio
$683K -$2.24K -12 -0.3%
KFI
623
Key Financial Inc
Pennsylvania
$683K – – –
RFG Advisory
624
RFG Advisory
Alabama
$681K -$135K -721 -16%
TBT
625
Texas Bank & Trust
Texas
$676K -$171K -918 -20%