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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
676
Clark Financial Services Group
Missouri
$545K -$1.49M -8,533 -74%
RWM
677
Rialto Wealth Management
New York
$544K -$4.03K -23 -0.7%
CA
678
Continuum Advisory
Idaho
$542K +$67.2K +384 +14%
AMM
679
American Money Management
California
$539K +$2.8K +16 +0.5%
KF
680
Kelsey Financial
California
$536K +$529K +3,023 New
CWP
681
Curated Wealth Partners
California
$535K +$175 +1 +0%
RMP
682
Richards, Merrill & Peterson
Washington
$534K
FB
683
First Bancorp
Maine
$532K
SWM
684
Silverlake Wealth Management
Vermont
$532K +$2.8K +16 +0.5%
IA
685
Inspire Advisors
Idaho
$531K -$13.8K -79 -3%
GFG
686
Grantvest Financial Group
New Jersey
$530K -$26.4K -151 -5%
FWI
687
Facet Wealth Inc
Maryland
$528K +$88.6K +506 +22%
MWM
688
Modern Wealth Management
Kansas
$527K -$702K -4,009 -57%
AWM
689
Apollon Wealth Management
South Carolina
$527K -$71.6K -409 -12%
PFBT
690
Parkside Financial Bank & Trust
Missouri
$526K
DAS
691
Diversify Advisory Services
Utah
$526K -$22.1K -126 -4%
JPLA
692
Joseph P. Lucia & Associates
New York
$524K -$6.65K -38 -1%
RFA
693
Rollins Financial Advisors
New York
$521K +$514K +2,938 New
BlackRock
694
BlackRock
New York
$521K +$87.9K +502 +21%
CCM
695
Coldstream Capital Management
Washington
$521K
Envestnet Portfolio Solutions
696
Envestnet Portfolio Solutions
Illinois
$517K -$419K -2,395 -45%
YWM
697
Yoder Wealth Management
California
$516K
PTC
698
Private Trust Company
Ohio
$514K +$35K +200 +7%
TF
699
TME Financial
California
$513K +$32.6K +186 +7%
PFA
700
Professional Financial Advisors
Nebraska
$512K +$8.4K +48 +2%