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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
651
LexAurum Advisors
Kansas
$311K +$20.1K +150 +7%
PPW
652
Parcion Private Wealth
Washington
$310K -$31M -230,706 -99%
SWPG
653
Strategic Wealth Partners Group
Illinois
$310K +$134 +1 +0%
1IA
654
1834 Investment Advisors
Wisconsin
$309K +$54.3K +405 +22%
WF
655
Warner Financial
Maryland
$309K +$306K +2,283 New
SAM
656
Silvercrest Asset Management
New York
$308K +$22.4K +167 +8%
AHC
657
Anderson Hoagland & Co
Missouri
$307K -$320K -2,389 -52%
WP
658
Wealthspan Partners
Iowa
$307K
Neuberger Berman Group
659
Neuberger Berman Group
New York
$304K +$302K +2,251 New
HPWM
660
High Pines Wealth Management
Massachusetts
$303K
WMWM
661
Whitaker-Myers Wealth Managers
Ohio
$303K +$300K +2,238 New
OA
662
Oxbow Advisors
Texas
$301K -$5.23K -39 -2%
HAG
663
HF Advisory Group
Maryland
$298K +$296K +2,204 New
AWA
664
Arkadios Wealth Advisors
Georgia
$295K +$293K +2,183 New
ECM
665
Evergreen Capital Management
Washington
$295K +$402 +3 +0.1%
SL
666
Salomon & Ludwin
Virginia
$294K +$292K +2,174 New
DWP
667
Destiny Wealth Partners
Florida
$289K
VPP
668
Vertex Planning Partners
Illinois
$286K +$284K +2,114 New
CAG
669
Compass Advisory Group
New York
$286K -$179K -1,338 -40%
OWP
670
Obermeyer Wealth Partners
Colorado
$286K +$2.15K +16 +0.8%
DCM
671
Donaldson Capital Management
Indiana
$284K -$30.6K -228 -10%
IA
672
IFG Advisory
Georgia
$284K -$9.12K -68 -3%
WPP
673
Whalerock Point Partners
Rhode Island
$284K
FWTB
674
First Western Trust Bank
Colorado
$283K -$9.39K -70 -3%
CTA
675
Colonial Trust Advisors
South Carolina
$282K +$12.7K +95 +5%