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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSB
626
Passumpsic Savings Bank
Vermont
$642K +$634K +3,620 New
TW
627
Traveka Wealth
California
$639K +$153K +872 +32%
PI
628
PFG Investments
New York
$638K -$12.6K -72 -2%
RCAG
629
Rehmann Capital Advisory Group
Michigan
$636K +$4.9K +28 +0.8%
EPM
630
Elm Partners Management
Pennsylvania
$636K +$175 +1 +0%
BBPWM
631
Blue Bell Private Wealth Management
Pennsylvania
$633K +$5.78K +33 +0.9%
Huntington National Bank
632
Huntington National Bank
Ohio
$630K – – –
WA
633
WP Advisors
California
$629K +$6.3K +36 +1%
Brown Brothers Harriman & Co
634
Brown Brothers Harriman & Co
New York
$628K +$263K +1,500 +73%
LFA
635
Lauterbach Financial Advisors
Texas
$628K +$175 +1 +0%
ZBNA
636
Zions Bancorporation, National Association
Utah
$627K – – –
EFL
637
ERn Financial LLC
Wisconsin
$626K -$2.63K -15 -0.4%
IWA
638
Independent Wealth Advisors
North Carolina
$626K +$617K +3,527 New
MW
639
Merited Wealth
Florida
$625K +$617K +3,523 New
Cassaday & Co Wealth Management
640
Cassaday & Co Wealth Management
Virginia
$623K – – –
NFG
641
Nations Financial Group
Iowa
$622K -$10.7K -61 -2%
C
642
Croban
Ohio
$619K -$88.6K -506 -13%
LCWP
643
Legacy Capital Wealth Partners
Arkansas
$618K – – –
BHWM
644
Beaird Harris Wealth Management
Texas
$614K +$13K +74 +2%
Koshinski Asset Management
645
Koshinski Asset Management
Illinois
$613K +$4.55K +26 +0.8%
Evergreen Capital Management
646
Evergreen Capital Management
Washington
$613K +$875 +5 +0.1%
RFP
647
Root Financial Partners
California
$611K -$59.9K -342 -9%
SAM
648
S.A. Mason
Michigan
$611K – – –
Dynamic Advisor Solutions
649
Dynamic Advisor Solutions
Arizona
$608K -$14K -80 -2%
Atomi Financial Group
650
Atomi Financial Group
New York
$601K +$7.53K +43 +1%