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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCP
626
Fidelis Capital Partners
Florida
$550K – – –
WCM
627
Winebrenner Capital Management
Kentucky
$549K +$28.6K +168 +6%
BBA
628
BLB&B Advisors
Pennsylvania
$549K +$27.4K +161 +5%
GFG
629
Grantvest Financial Group
New Jersey
$548K -$23.3K -137 -4%
WI
630
WrapManager Inc
California
$545K -$273K -1,604 -34%
FFG
631
Fiduciary Financial Group
California
$544K +$9.7K +57 +2%
AA
632
Argent Advisors
Louisiana
$541K – – –
RWM
633
Rialto Wealth Management
New York
$539K -$33.7K -198 -6%
BFA
634
Beacon Financial Advisory
Ohio
$538K +$1.19K +7 +0.2%
IA
635
Inspire Advisors
Idaho
$536K -$8.34K -49 -2%
AMM
636
American Money Management
California
$528K -$53.3K -313 -9%
KeyBank National Association
637
KeyBank National Association
Ohio
$528K +$22.8K +134 +5%
QFW
638
QTR Family Wealth
Florida
$527K -$53.4K -314 -9%
CWP
639
Curated Wealth Partners
California
$526K -$11.1K -65 -2%
AWM
640
Aviso Wealth Management
Washington
$525K – – –
RMP
641
Richards, Merrill & Peterson
Washington
$525K – – –
FB
642
First Bancorp
Maine
$524K – – –
FIA
643
FNY Investment Advisers
New York
$523K +$510K +3,000 New
JPLA
644
Joseph P. Lucia & Associates
New York
$523K -$35.2K -207 -6%
SWM
645
Silverlake Wealth Management
Vermont
$521K +$12.6K +74 +3%
CWM
646
Cadence Wealth Management
Massachusetts
$520K -$575K -3,382 -53%
PFBT
647
Parkside Financial Bank & Trust
Missouri
$518K -$31.3K -184 -6%
ONSWM
648
Old North State Wealth Management
North Carolina
$513K -$104K -612 -17%
Coldstream Capital Management
649
Coldstream Capital Management
Washington
$512K +$120K +706 +32%
Mill Creek Capital Advisors
650
Mill Creek Capital Advisors
Pennsylvania
$512K – – –