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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
626
Winebrenner Capital Management
Kentucky
$549K +$28.6K +168 +6%
BBA
627
BLB&B Advisors
Pennsylvania
$549K +$27.4K +161 +5%
GFG
628
Grantvest Financial Group
New Jersey
$548K -$23.3K -137 -4%
WI
629
WrapManager Inc
California
$545K -$273K -1,604 -34%
FFG
630
Fiduciary Financial Group
California
$544K +$9.7K +57 +2%
AA
631
Argent Advisors
Louisiana
$541K
RWM
632
Rialto Wealth Management
New York
$539K -$33.7K -198 -6%
BFA
633
Beacon Financial Advisory
Ohio
$538K +$1.19K +7 +0.2%
IA
634
Inspire Advisors
Idaho
$536K -$8.34K -49 -2%
AMM
635
American Money Management
California
$528K -$53.3K -313 -9%
KeyBank National Association
636
KeyBank National Association
Ohio
$528K +$22.8K +134 +5%
QFW
637
QTR Family Wealth
Florida
$527K -$53.4K -314 -9%
CWP
638
Curated Wealth Partners
California
$526K -$11.1K -65 -2%
AWM
639
Aviso Wealth Management
Washington
$525K
RMP
640
Richards, Merrill & Peterson
Washington
$525K
FB
641
First Bancorp
Maine
$524K
FIA
642
FNY Investment Advisers
New York
$523K +$510K +3,000 New
JPLA
643
Joseph P. Lucia & Associates
New York
$523K -$35.2K -207 -6%
SWM
644
Silverlake Wealth Management
Vermont
$521K +$12.6K +74 +3%
CWM
645
Cadence Wealth Management
Massachusetts
$520K -$575K -3,382 -53%
PFBT
646
Parkside Financial Bank & Trust
Missouri
$518K -$31.3K -184 -6%
ONSWM
647
Old North State Wealth Management
North Carolina
$513K -$104K -612 -17%
CCM
648
Coldstream Capital Management
Washington
$512K +$120K +706 +32%
MCCA
649
Mill Creek Capital Advisors
Pennsylvania
$512K
DAS
650
Diversify Advisory Services
Utah
$510K +$19.2K +113 +4%