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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
651
S.A. Mason
Michigan
$681K – – –
AGWCA
652
Annis Gardner Whiting Capital Advisors
Florida
$680K – – –
CWM
653
Copia Wealth Management
Oregon
$680K – – –
LFA
654
Lauterbach Financial Advisors
Texas
$679K +$193 +1 +0%
DWM
655
Diversify Wealth Management
Utah
$676K +$66.2K +342 +12%
DAS
656
Diversify Advisory Services
Utah
$676K +$637K +3,292 New
EFL
657
ERn Financial LLC
Wisconsin
$675K – – –
LCWP
658
Legacy Capital Wealth Partners
Arkansas
$674K – – –
MWM
659
Mission Wealth Management
California
$673K +$195K +1,009 +42%
Koshinski Asset Management
660
Koshinski Asset Management
Illinois
$670K -$12.4K -64 -2%
TW
661
Traveka Wealth
California
$668K -$8.32K -43 -1%
ECM
662
Evergreen Capital Management
Washington
$663K -$19.9K -103 -3%
UW
663
Unique Wealth
Florida
$663K +$649K +3,354 New
AIC
664
Archer Investment Corporation
Indiana
$660K +$24.2K +125 +4%
ODIJL
665
One Day In July LLC
Vermont
$660K – – –
DAM
666
Directional Asset Management
Illinois
$659K -$15.3K -79 -2%
AFG
667
Atomi Financial Group
New York
$659K -$25K -129 -4%
FCP
668
Fidelis Capital Partners
Florida
$655K +$107K +555 +20%
QCM
669
QRG Capital Management
Illinois
$649K +$215K +1,111 +51%
FFG
670
Fiduciary Financial Group
California
$647K -$2.71K -14 -0.4%
PCS
671
Private Client Services
Kentucky
$646K -$14.3K -74 -2%
First Trust Advisors
672
First Trust Advisors
Illinois
$645K – – –
TC
673
Trilogy Capital
California
$643K +$327K +1,691 +108%
VFIC
674
Valley Forge Investment Consultants
Pennsylvania
$643K +$2.32K +12 +0.4%
CMBA
675
C.M. Bidwell & Associates
Hawaii
$642K -$2.13K -11 -0.3%