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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VPP
676
Vertex Planning Partners
Illinois
$428K -$5.56K -34 -1%
FWI
677
Facet Wealth Inc
Maryland
$427K +$206K +1,261 +87%
EPM
678
Elm Partners Management
Pennsylvania
$418K +$9.97K +61 +2%
QCIG
679
Quad-Cities Investment Group
Iowa
$418K +$7.52K +46 +2%
MSWM
680
McGlone Suttner Wealth Management
Wisconsin
$417K +$424K +2,595 New
NB
681
Northwest Bancshares
Pennsylvania
$415K -$163 -1 -0%
BBPWM
682
Blue Bell Private Wealth Management
Pennsylvania
$415K +$403K +2,462 +2,002%
FCBT
683
First Citizens Bank & Trust
North Carolina
$410K +$210K +1,282 +101%
OA
684
Oxbow Advisors
Texas
$408K – – –
WLPWM
685
Walled Lake Planning & Wealth Management
Illinois
$406K -$3.43K -21 -0.8%
PL
686
Plancorp LLC
Missouri
$405K -$13.1K -80 -3%
SWM
687
SeaCrest Wealth Management
New York
$403K -$370K -2,266 -47%
EBA
688
Eagle Bay Advisors
New York
$402K – – –
EAM
689
Evanson Asset Management
California
$398K +$2.13K +13 +0.5%
MWM
690
Mission Wealth Management
California
$397K +$81.1K +496 +25%
SG
691
StoneX Group
New York
$397K +$93.5K +572 +30%
BW
692
BIP Wealth
Georgia
$395K +$92.5K +566 +30%
GWA
693
GGM Wealth Advisors
Maryland
$394K -$45.1K -276 -10%
PA
694
Parallel Advisors
California
$392K +$164K +1,004 +70%
CIA
695
Compass Ion Advisors
Pennsylvania
$391K +$817 +5 +0.2%
AWA
696
Arete Wealth Advisors
Illinois
$390K -$261K -1,598 -40%
BFA
697
Beaumont Financial Advisors
Massachusetts
$389K -$5.72K -35 -1%
AFG
698
Altiora Financial Group
Ohio
$389K – – –
TWP
699
Tyche Wealth Partners
Texas
$389K – – –
SIC
700
Sterling Investment Counsel
New York
$388K +$34.2K +209 +9%