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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
651
VSM Wealth Advisory
Maryland
$595K +$251K +1,434 +134%
PCS
652
Private Client Services
Kentucky
$595K +$7.7K +44 +1%
CMBA
653
C.M. Bidwell & Associates
Hawaii
$595K – – –
WesBanco Bank
654
WesBanco Bank
West Virginia
$587K -$21.9K -125 -4%
HighPoint Advisor Group
655
HighPoint Advisor Group
Illinois
$587K +$579K +3,307 New
ODIJL
656
One Day In July LLC
Vermont
$586K -$146K -837 -20%
Curi RMB Capital
657
Curi RMB Capital
Illinois
$581K -$34.1K -195 -6%
FFG
658
Fiduciary Financial Group
California
$580K +$27.7K +158 +5%
PIA
659
Pinion Investment Advisors
Kansas
$575K +$12.4K +71 +2%
VFIC
660
Valley Forge Investment Consultants
Pennsylvania
$575K +$2.27K +13 +0.4%
FC
661
Fairscale Capital
New Hampshire
$573K +$1.75K +10 +0.3%
CHJWM
662
Carlton Hofferkamp & Jenks Wealth Management
Texas
$571K – – –
PWP
663
Principle Wealth Partners
Connecticut
$570K – – –
AIC
664
Archer Investment Corporation
Indiana
$569K +$156K +891 +38%
AWA
665
Asempa Wealth Advisors
Louisiana
$568K +$560K +3,200 New
LW
666
Livet Wealth
Utah
$564K +$557K +3,180 New
QFW
667
QTR Family Wealth
Florida
$562K -$15.1K -86 -3%
GIM
668
Goelzer Investment Management
Indiana
$561K -$128K -729 -19%
WCM
669
Winebrenner Capital Management
Kentucky
$559K +$1.23K +7 +0.2%
TA
670
Tactive Advisors
Florida
$556K -$205K -1,171 -27%
TDWM
671
Topel & Distasi Wealth Management
California
$551K -$400K -2,287 -42%
AWM
672
Aviso Wealth Management
Washington
$551K +$16.8K +96 +3%
AA
673
Argent Advisors
Louisiana
$550K – – –
BFA
674
Beacon Financial Advisory
Ohio
$549K +$2.1K +12 +0.4%
CFSG
675
Clark Financial Services Group
Missouri
$545K -$1.49M -8,533 -74%