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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFP
626
Narus Financial Partners
Utah
$647K -$67.4K -385 -10%
PSB
627
Passumpsic Savings Bank
Vermont
$642K +$634K +3,620 New
TW
628
Traveka Wealth
California
$639K +$153K +872 +32%
PI
629
PFG Investments
New York
$638K -$12.6K -72 -2%
RCAG
630
Rehmann Capital Advisory Group
Michigan
$636K +$4.9K +28 +0.8%
EPM
631
Elm Partners Management
Pennsylvania
$636K +$175 +1 +0%
BBPWM
632
Blue Bell Private Wealth Management
Pennsylvania
$633K +$5.78K +33 +0.9%
HNB
633
Huntington National Bank
Ohio
$630K
WA
634
WP Advisors
California
$629K +$6.3K +36 +1%
BBHC
635
Brown Brothers Harriman & Co
New York
$628K +$263K +1,500 +73%
LFA
636
Lauterbach Financial Advisors
Texas
$628K +$175 +1 +0%
ZBNA
637
Zions Bancorporation, National Association
Utah
$627K
EFL
638
ERn Financial LLC
Wisconsin
$626K -$2.63K -15 -0.4%
IWA
639
Independent Wealth Advisors
North Carolina
$626K +$617K +3,527 New
MW
640
Merited Wealth
Florida
$625K +$617K +3,523 New
CCWM
641
Cassaday & Co Wealth Management
Virginia
$623K
NFG
642
Nations Financial Group
Iowa
$622K -$10.7K -61 -2%
C
643
Croban
Ohio
$619K -$88.6K -506 -13%
LCWP
644
Legacy Capital Wealth Partners
Arkansas
$618K
BHWM
645
Beaird Harris Wealth Management
Texas
$614K +$13K +74 +2%
Koshinski Asset Management
646
Koshinski Asset Management
Illinois
$613K +$4.55K +26 +0.8%
ECM
647
Evergreen Capital Management
Washington
$613K +$875 +5 +0.1%
RFP
648
Root Financial Partners
California
$611K -$59.9K -342 -9%
SAM
649
S.A. Mason
Michigan
$611K
DAS
650
Dynamic Advisor Solutions
Arizona
$608K -$14K -80 -2%