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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
626
Turtle Creek Wealth Advisors
Texas
$420K -$69.7K -459 -14%
PL
627
Plancorp LLC
Missouri
$419K -$24.1K -159 -5%
CCM
628
Coldstream Capital Management
Washington
$419K
FIA
629
Foundations Investment Advisors
Arizona
$416K +$191K +1,259 +83%
DAS
630
Dynamic Advisor Solutions
Arizona
$414K -$134K -881 -24%
AllianceBernstein
631
AllianceBernstein
Tennessee
$411K +$98.3K +648 +31%
VCM
632
Virtue Capital Management
Tennessee
$410K +$303 +2 +0.1%
GWA
633
GGM Wealth Advisors
Maryland
$407K
NB
634
Northwest Bancshares
Pennsylvania
$406K -$19.6K -129 -5%
NP
635
NorthRock Partners
Minnesota
$405K -$5.46K -36 -1%
USCWA
636
U.S. Capital Wealth Advisors
Texas
$405K +$455 +3 +0.1%
DWM
637
Diversify Wealth Management
Utah
$404K +$403K +2,658 New
BFA
638
Beacon Financial Advisory
Ohio
$404K +$2.28K +15 +0.6%
VPP
639
Vertex Planning Partners
Illinois
$402K
LWM
640
Lodestone Wealth Management
Washington
$393K +$455 +3 +0.1%
MWM
641
MorganRosel Wealth Management
Colorado
$392K +$21.4K +141 +6%
QCIG
642
Quad-Cities Investment Group
Iowa
$391K -$4.4K -29 -1%
GSC
643
Ground Swell Capital
South Carolina
$390K +$393K +2,592 New
WLPWM
644
Walled Lake Planning & Wealth Management
Illinois
$390K -$3.19K -21 -0.8%
OA
645
Oxbow Advisors
Texas
$387K +$4.25K +28 +1%
PA
646
PFG Advisors
Arizona
$381K -$15.9K -105 -4%
4WM
647
49 Wealth Management
Texas
$380K -$19.3K -127 -5%
EBA
648
Eagle Bay Advisors
New York
$379K
FPCG
649
Forum Private Client Group
Indiana
$377K +$2.58K +17 +0.7%
PTC
650
Private Trust Company
Ohio
$376K +$68.3K +450 +22%