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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
676
Asempa Wealth Advisors
Louisiana
$593K +$2.43K +13 +0.4%
AIC
677
Archer Investment Corporation
Indiana
$592K +$747 +4 +0.1%
PWP
678
Principle Wealth Partners
Connecticut
$592K – – –
NFG
679
Nations Financial Group
Iowa
$591K -$55.9K -299 -9%
PIA
680
Pinion Investment Advisors
Kansas
$582K -$15.9K -85 -3%
CWM
681
Collaborative Wealth Management
Florida
$580K -$630K -3,370 -52%
CAM
682
Clark Asset Management
New Hampshire
$575K -$1.17M -6,264 -67%
TDWM
683
Topel & Distasi Wealth Management
California
$573K – – –
AA
684
Argent Advisors
Louisiana
$571K – – –
BFA
685
Beacon Financial Advisory
Ohio
$569K -$934 -5 -0.2%
MPAM
686
Murphy Pohlad Asset Management
Minnesota
$569K +$213K +1,138 +58%
MWM
687
Modern Wealth Management
Kansas
$568K +$19.6K +105 +4%
DWM
688
Diversify Wealth Management
Utah
$566K +$551K +2,950 New
NS
689
NBC Securities
Alabama
$564K +$516K +2,763 +927%
VWA
690
VSM Wealth Advisory
Maryland
$561K +$101K +539 +21%
FTWA
691
Fifth Third Wealth Advisors
Ohio
$559K +$86.5K +463 +18%
RFA
692
Rollins Financial Advisors
New York
$559K +$17.7K +95 +3%
GFG
693
Grantvest Financial Group
New Jersey
$558K +$7.66K +41 +1%
AWM
694
Aviso Wealth Management
Washington
$557K -$14.8K -79 -3%
Jane Street
695
Jane Street
New York
$557K -$198K -1,058 -26%
CWP
696
Curated Wealth Partners
California
$556K +$187 +1 +0%
QFW
697
QTR Family Wealth
Florida
$556K -$3.36K -18 -0.6%
CCM
698
Coldstream Capital Management
Washington
$556K +$14.9K +80 +3%
AMM
699
American Money Management
California
$555K -$5.79K -31 -1%
FB
700
First Bancorp
Maine
$553K – – –