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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
626
Millennium Management
New York
$539K +$562K +3,329 New
AWM
627
Aviso Wealth Management
Washington
$536K
CHJWM
628
Carlton Hofferkamp & Jenks Wealth Management
Texas
$534K
KeyBank National Association
629
KeyBank National Association
Ohio
$533K -$60.9K -361 -10%
FC
630
Fairscale Capital
New Hampshire
$531K
HIS
631
Horizon Investment Services
Indiana
$531K +$22.3K +132 +4%
PIA
632
Pinion Investment Advisors
Kansas
$529K -$10.8K -64 -2%
FCP
633
Fidelis Capital Partners
Florida
$520K +$531K +3,150 New
PFBT
634
Parkside Financial Bank & Trust
Missouri
$519K
PI
635
PFG Investments
New York
$519K -$27.5K -163 -5%
OWA
636
Octavia Wealth Advisors
Ohio
$517K -$26.7K -158 -5%
CF
637
Centaurus Financial
California
$514K -$5.06K -30 -0.9%
RA
638
RFG Advisory
Alabama
$513K +$157K +930 +42%
CWP
639
Curated Wealth Partners
California
$509K +$531K +3,148 New
NAS
640
Nicolet Advisory Services
Wisconsin
$502K +$2.53K +15 +0.5%
AA
641
Argent Advisors
Louisiana
$501K -$120K -710 -19%
BHWM
642
Beaird Harris Wealth Management
Texas
$500K +$3.04K +18 +0.6%
IA
643
Inspire Advisors
Idaho
$500K -$212K -1,258 -29%
PWM
644
Paulson Wealth Management
Illinois
$499K -$21.8K -129 -4%
SC
645
Scotia Capital
Ontario, Canada
$498K +$5.23K +31 +1%
AFP
646
Ausdal Financial Partners
Iowa
$498K +$113K +671 +28%
MWM
647
MorganRosel Wealth Management
Colorado
$495K +$76.6K +454 +17%
SFG
648
Snider Financial Group
Washington
$493K +$514K +3,045 New
ETC
649
Exchange Traded Concepts
Oklahoma
$489K +$425K +2,520 +500%
WFPG
650
Waller Financial Planning Group
Ohio
$487K -$8.43K -50 -2%