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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
626
Simplex Trading
Illinois
$356K -$1.72M -12,372 -82%
WB
627
WesBanco Bank
West Virginia
$352K – – –
LSPW
628
Lake Street Private Wealth
Illinois
$350K +$139 +1 +0%
BFM
629
Broadview Financial Management
Wisconsin
$350K -$6.38K -46 -2%
FW
630
FirstPurpose Wealth
Utah
$349K – – –
WLPWM
631
Walled Lake Planning & Wealth Management
Illinois
$349K -$21.6K -156 -6%
CIAS
632
Capital Investment Advisory Services
North Carolina
$346K +$26.5K +191 +8%
NDSI
633
Newman Dignan & Sheerar Inc
Rhode Island
$343K +$1.11K +8 +0.3%
PFA
634
Professional Financial Advisors
Nebraska
$342K -$39.7K -286 -11%
Vanguard Personalized Indexing Management
635
Vanguard Personalized Indexing Management
California
$342K +$353K +2,548 New
GL
636
Graypoint LLC
New York
$339K – – –
WPP
637
Whalerock Point Partners
Rhode Island
$338K +$59K +425 +20%
SBIA
638
Sheaff Brock Investment Advisors
Indiana
$336K -$11.2K -81 -3%
ACM
639
Arlington Capital Management
Illinois
$336K +$108K +775 +45%
CCWM
640
Cassaday & Co Wealth Management
Virginia
$335K -$24.8K -179 -7%
AL
641
Aspiriant LLC
California
$335K +$347K +2,500 New
LWP
642
LMG Wealth Partners
Louisiana
$328K – – –
PFPT
643
Pinnacle Financial Partners (Tennessee)
Tennessee
$328K +$77.1K +556 +29%
ACM
644
Advisors Capital Management
New Jersey
$327K -$3.61K -26 -1%
MCCP
645
Mission Creek Capital Partners
California
$326K -$12.3K -89 -4%
AFG
646
Altiora Financial Group
Ohio
$325K – – –
GC
647
GFG Capital
Florida
$325K +$317K +2,282 New
EAM
648
Evanson Asset Management
California
$323K +$971 +7 +0.3%
NL
649
NWAM LLC
Washington
$323K -$248K -1,789 -43%
SCG
650
Sonata Capital Group
Washington
$322K – – –