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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
676
Beaird Harris Wealth Management
Texas
$639K -$47.6K -246 -7%
PWP
677
Principle Wealth Partners
Connecticut
$635K – – –
CAM
678
Clark Asset Management
New Hampshire
$632K +$15.3K +79 +3%
DWP
679
Daymark Wealth Partners
Ohio
$624K +$310K +1,604 +103%
RMP
680
Richards, Merrill & Peterson
Washington
$624K +$38.7K +200 +7%
PA
681
PFG Advisors
Arizona
$623K +$86.9K +449 +17%
AWA
682
Amplius Wealth Advisors
Pennsylvania
$623K +$65.8K +340 +12%
CWM
683
Collaborative Wealth Management
Florida
$622K – – –
KeyBank National Association
684
KeyBank National Association
Ohio
$620K +$28.2K +146 +5%
MW
685
Merited Wealth
Florida
$618K -$42.6K -220 -7%
TDWM
686
Topel & Distasi Wealth Management
California
$614K – – –
QFP
687
Quantum Financial Partners
Kansas
$613K +$600K +3,101 New
AA
688
Argent Advisors
Louisiana
$613K – – –
PIA
689
Pinion Investment Advisors
Kansas
$612K -$11.8K -61 -2%
BFA
690
Beacon Financial Advisory
Ohio
$611K +$1.16K +6 +0.2%
IA
691
Inspire Advisors
Idaho
$609K -$68.9K -356 -10%
FWI
692
Facet Wealth Inc
Maryland
$602K -$131K -678 -18%
RFA
693
Rollins Financial Advisors
New York
$600K +$387 +2 +0.1%
AWM
694
Aviso Wealth Management
Washington
$598K – – –
SIM
695
Synergy Investment Management
Florida
$596K +$289K +1,496 +103%
GFG
696
Grantvest Financial Group
New Jersey
$593K -$5.61K -29 -1%
FB
697
First Bancorp
Maine
$593K – – –
HFS
698
Horizon Financial Services
North Carolina
$592K +$176K +912 +44%
RWM
699
Revisor Wealth Management
Ohio
$590K +$90.2K +466 +18%
ZBNA
700
Zions Bancorporation, National Association
Utah
$590K -$91.5K -473 -14%