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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
676
Principle Wealth Partners
Connecticut
$635K
CAM
677
Clark Asset Management
New Hampshire
$632K +$15.3K +79 +3%
DWP
678
Daymark Wealth Partners
Ohio
$624K +$310K +1,604 +103%
RMP
679
Richards, Merrill & Peterson
Washington
$624K +$38.7K +200 +7%
PA
680
PFG Advisors
Arizona
$623K +$86.9K +449 +17%
AWA
681
Amplius Wealth Advisors
Pennsylvania
$623K +$65.8K +340 +12%
CWM
682
Collaborative Wealth Management
Florida
$622K
KeyBank National Association
683
KeyBank National Association
Ohio
$620K +$28.2K +146 +5%
MW
684
Merited Wealth
Florida
$618K -$42.6K -220 -7%
TDWM
685
Topel & Distasi Wealth Management
California
$614K
QFP
686
Quantum Financial Partners
Kansas
$613K +$600K +3,101 New
AA
687
Argent Advisors
Louisiana
$613K
PIA
688
Pinion Investment Advisors
Kansas
$612K -$11.8K -61 -2%
BFA
689
Beacon Financial Advisory
Ohio
$611K +$1.16K +6 +0.2%
IA
690
Inspire Advisors
Idaho
$609K -$68.9K -356 -10%
FWI
691
Facet Wealth Inc
Maryland
$602K -$131K -678 -18%
RFA
692
Rollins Financial Advisors
New York
$600K +$387 +2 +0.1%
AWM
693
Aviso Wealth Management
Washington
$598K
SIM
694
Synergy Investment Management
Florida
$596K +$289K +1,496 +103%
GFG
695
Grantvest Financial Group
New Jersey
$593K -$5.61K -29 -1%
FB
696
First Bancorp
Maine
$593K
HFS
697
Horizon Financial Services
North Carolina
$592K +$176K +912 +44%
RWM
698
Revisor Wealth Management
Ohio
$590K +$90.2K +466 +18%
ZBNA
699
Zions Bancorporation, National Association
Utah
$590K -$91.5K -473 -14%
WB
700
WesBanco Bank
West Virginia
$587K -$111K -576 -16%