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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
676
Archer Investment Corporation
Indiana
$592K +$747 +4 +0.1%
PWP
677
Principle Wealth Partners
Connecticut
$592K
NFG
678
Nations Financial Group
Iowa
$591K -$55.9K -299 -9%
PIA
679
Pinion Investment Advisors
Kansas
$582K -$15.9K -85 -3%
CWM
680
Collaborative Wealth Management
Florida
$580K -$630K -3,370 -52%
CAM
681
Clark Asset Management
New Hampshire
$575K -$1.17M -6,264 -67%
TDWM
682
Topel & Distasi Wealth Management
California
$573K
AA
683
Argent Advisors
Louisiana
$571K
BFA
684
Beacon Financial Advisory
Ohio
$569K -$934 -5 -0.2%
MPAM
685
Murphy Pohlad Asset Management
Minnesota
$569K +$213K +1,138 +58%
MWM
686
Modern Wealth Management
Kansas
$568K +$19.6K +105 +4%
DWM
687
Diversify Wealth Management
Utah
$566K +$551K +2,950 New
NS
688
NBC Securities
Alabama
$564K +$516K +2,763 +927%
VWA
689
VSM Wealth Advisory
Maryland
$561K +$101K +539 +21%
FTWA
690
Fifth Third Wealth Advisors
Ohio
$559K +$86.5K +463 +18%
RFA
691
Rollins Financial Advisors
New York
$559K +$17.7K +95 +3%
GFG
692
Grantvest Financial Group
New Jersey
$558K +$7.66K +41 +1%
AWM
693
Aviso Wealth Management
Washington
$557K -$14.8K -79 -3%
Jane Street
694
Jane Street
New York
$557K -$198K -1,058 -26%
CWP
695
Curated Wealth Partners
California
$556K +$187 +1 +0%
QFW
696
QTR Family Wealth
Florida
$556K -$3.36K -18 -0.6%
CCM
697
Coldstream Capital Management
Washington
$556K +$14.9K +80 +3%
AMM
698
American Money Management
California
$555K -$5.79K -31 -1%
FB
699
First Bancorp
Maine
$553K
KeyBank National Association
700
KeyBank National Association
Ohio
$552K +$42.6K +228 +8%