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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FLA
626
Financial Life Advisors
Texas
$352K -$312K -2,326 -47%
EPP
627
ETF Portfolio Partners
Kansas
$352K +$6.57K +49 +2%
FW
628
FirstPurpose Wealth
Utah
$352K -$35.6K -265 -9%
SBIA
629
Sheaff Brock Investment Advisors
Indiana
$350K -$2.42K -18 -0.7%
LWP
630
LMG Wealth Partners
Louisiana
$348K +$329K +2,450 New
PFA
631
Professional Financial Advisors
Nebraska
$348K +$2.15K +16 +0.6%
NDSI
632
Newman Dignan & Sheerar Inc
Rhode Island
$344K +$1.74K +13 +0.5%
GL
633
Graypoint LLC
New York
$342K
MCCP
634
Mission Creek Capital Partners
California
$341K +$338K +2,521 New
WWM
635
Western Wealth Management
Colorado
$334K -$338K -2,516 -50%
EW
636
Evoke Wealth
California
$334K
VBWMG
637
Von Berge Wealth Management Group
California
$333K
ACM
638
Advisors Capital Management
New Jersey
$333K -$14.2K -106 -4%
AIA
639
Ally Invest Advisors
North Carolina
$330K +$327K +2,436 New
RFG
640
RFP Financial Group
Georgia
$329K +$326K +2,432 New
AFG
641
Altiora Financial Group
Ohio
$328K +$325K +2,422 New
WSTAM
642
Wilbanks Smith & Thomas Asset Management
Virginia
$326K -$7.24K -54 -2%
EAM
643
Evanson Asset Management
California
$325K +$1.48K +11 +0.5%
SCG
644
Sonata Capital Group
Washington
$325K -$40.2K -300 -11%
CIAS
645
Capital Investment Advisory Services
North Carolina
$323K -$186K -1,384 -37%
ACA
646
Anchor Capital Advisors
Massachusetts
$322K +$319K +2,380 New
RRA
647
Round Rock Advisors
Connecticut
$322K -$13.8K -103 -4%
RCAG
648
Rehmann Capital Advisory Group
Michigan
$317K -$13.4K -100 -4%
DWT
649
Dorsey & Whitney Trust
South Dakota
$313K
LA
650
Lane & Associates
New Jersey
$313K +$310K +2,311 New