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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMP
651
Richards, Merrill & Peterson
Washington
$487K +$507K +3,008 New
FB
652
First Bancorp
Maine
$485K -$16.9K -100 -3%
AWM
653
Apollon Wealth Management
South Carolina
$483K +$26K +154 +5%
AWA
654
Amplius Wealth Advisors
Pennsylvania
$482K +$169 +1 +0%
WCM
655
Winebrenner Capital Management
Kentucky
$481K +$502K +2,973 New
PFA
656
Professional Financial Advisors
Nebraska
$479K +$11.5K +68 +2%
EWP
657
Elevation Wealth Partners
California
$477K -$127K -755 -20%
LPAM
658
Lodestar Private Asset Management
California
$476K +$14.8K +88 +3%
OPAM
659
Ocean Park Asset Management
California
$476K +$496K +2,940 New
CIAS
660
Capital Investment Advisory Services
North Carolina
$474K -$35.1K -208 -7%
MCCA
661
Mill Creek Capital Advisors
Pennsylvania
$474K
YWM
662
Yoder Wealth Management
California
$470K
FFG
663
Fiduciary Financial Group
California
$470K -$47.7K -283 -9%
WB
664
WesBanco Bank
West Virginia
$470K +$11.5K +68 +2%
HB
665
Horizon Bancorp
Indiana
$465K +$15.5K +92 +3%
MYIA
666
Mount Yale Investment Advisors
Colorado
$465K
NAMP
667
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$463K
Allspring Global Investments
668
Allspring Global Investments
North Carolina
$463K +$211K +1,253 +78%
JCM
669
Jacobi Capital Management
Pennsylvania
$460K -$80.6K -478 -14%
BWM
670
BCS Wealth Management
Tennessee
$458K +$477K +2,830 New
GWA
671
GGM Wealth Advisors
Maryland
$456K +$21.8K +129 +5%
NWAG
672
Net Worth Advisory Group
Utah
$455K +$9.78K +58 +2%
MA
673
MAS Advisors
Florida
$452K -$146K -863 -24%
IFPL
674
Investments & Financial Planning LLC
Kentucky
$451K +$1.52K +9 +0.3%
HSBC Holdings
675
HSBC Holdings
United Kingdom
$450K +$71K +421 +18%