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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWM
651
Yoder Wealth Management
California
$508K
RIM
652
Rockbridge Investment Management
New York
$505K
SFI
653
SPC Financial Inc
Maryland
$505K -$8.66M -50,890 -95%
FB
654
Fulton Bank
Pennsylvania
$502K +$28.1K +165 +6%
WFPG
655
Waller Financial Planning Group
Ohio
$499K -$2.55K -15 -0.5%
PC
656
Payne Capital
Oregon
$499K +$486K +2,856 New
JCM
657
Jacobi Capital Management
Pennsylvania
$498K -$8.85K -52 -2%
VCA
658
Verdence Capital Advisors
Maryland
$496K +$5.79K +34 +1%
PFA
659
Professional Financial Advisors
Nebraska
$495K +$170 +1 +0%
BWM
660
BCS Wealth Management
Tennessee
$494K
ACM
661
Advisors Capital Management
New Jersey
$492K +$8.85K +52 +2%
CCC
662
Compass Capital Corp
Massachusetts
$492K -$18.7K -110 -4%
BIM
663
Baldwin Investment Management
Pennsylvania
$490K -$23.1K -136 -5%
MWM
664
Mission Wealth Management
California
$489K +$45.1K +265 +10%
CC
665
Courier Capital
New York
$488K -$1.87K -11 -0.4%
RA
666
RFG Advisory
Alabama
$483K -$21.3K -125 -4%
AWA
667
Amplius Wealth Advisors
Pennsylvania
$483K -$39.1K -230 -8%
MWA
668
Medallion Wealth Advisors
Connecticut
$483K -$41.7K -245 -8%
NP
669
NorthRock Partners
Minnesota
$482K +$9.19K +54 +2%
QCIG
670
Quad-Cities Investment Group
Iowa
$481K +$510 +3 +0.1%
Thrivent Financial for Lutherans
671
Thrivent Financial for Lutherans
Minnesota
$477K -$7.87M -46,246 -94%
TW
672
Traveka Wealth
California
$477K +$3.4K +20 +0.7%
LPAM
673
Lodestar Private Asset Management
California
$476K -$4.59K -27 -1%
PCMC
674
Paragon Capital Management (Colorado)
Colorado
$473K +$2.38K +14 +0.5%
TF
675
TME Financial
California
$472K -$16.2K -95 -3%