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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
626
Engrave Wealth Partners
Texas
– -$149K -1,255 Closed
MCWS
627
McKinley Carter Wealth Services
West Virginia
– -$129K -1,082 Closed
IFA
628
Interactive Financial Advisors
Illinois
– -$99K -827 Closed
PB
629
Pinnacle Bancorp
Nebraska
– -$94K -790 Closed
PA
630
PSI Advisors
Florida
– -$85K -718 Closed
BUB
631
BBVA USA Bancshares
Texas
– -$83K -699 Closed
Chevy Chase Trust
632
Chevy Chase Trust
Maryland
– -$83K -698 Closed
SWM
633
Selective Wealth Management
Virginia
– -$69K -576 Closed
SIAP
634
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$46K -388 Closed
TCM
635
TD Capital Management
Tennessee
– -$39K -326 Closed
ACM
636
Anfield Capital Management
California
– -$35K -288 Closed
PA
637
Procyon Advisors
Connecticut
– -$18K -155 Closed
KTM
638
Keeler Thomas Management
Utah
– -$896K -149 Closed
FPFS
639
First Personal Financial Services
North Carolina
– -$13K -113 Closed
LWA
640
Lenox Wealth Advisors
New York
– -$13K -110 Closed
FPS
641
Fieldpoint Private Securities
Connecticut
– -$10K -80 Closed
RIA
642
Realta Investment Advisors
Delaware
– -$8K -63 Closed
LWM
643
Liberty Wealth Management
California
– -$7K -62 Closed
AWM
644
Aberdeen Wealth Management
Illinois
– -$7K -60 Closed
PCA
645
Providence Capital Advisors
North Carolina
– -$5K -44 Closed
TVWM
646
Tower View Wealth Management
Wisconsin
– -$4K -36 Closed
TCWM
647
Total Clarity Wealth Management
Illinois
– -$2K -18 Closed
IA
648
Independence Advisors
Pennsylvania
– -$2K -17 Closed
RMAM
649
Raab & Moskowitz Asset Management
New Jersey
– -$2K -17 Closed
MAM
650
Meeder Asset Management
Ohio
– -$1K -12 Closed