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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
801
CoreCap Advisors
Michigan
$274K +$84.4K +516 +43%
RFA
802
Resurgent Financial Advisors
Georgia
$274K +$1.14K +7 +0.4%
QWM
803
Quadcap Wealth Management
Texas
$273K +$654 +4 +0.2%
CM
804
Cornerstone Management
Georgia
$273K
VA
805
Valmark Advisers
Ohio
$270K -$105K -642 -28%
FPGK
806
Financial Partners Group (Kansas)
Kansas
$269K -$37.8K -231 -12%
SA
807
Sovran Advisors
California
$268K -$17.5K -107 -6%
Fuller & Thaler Asset Management
808
Fuller & Thaler Asset Management
California
$267K -$338K -2,065 -55%
VVP
809
Venture Visionary Partners
Ohio
$266K +$1.8K +11 +0.7%
IIA
810
Integral Investment Advisors
California
$265K +$270K +1,652 New
CRC
811
Curi RMB Capital
Illinois
$264K +$57.4K +351 +27%
CFO
812
Colony Family Offices
North Carolina
$263K
PWAM
813
Private Wealth Asset Management
Iowa
$263K +$268K +1,639 New
LSA
814
Lion Street Advisors
Texas
$262K +$14.1K +86 +6%
PCM
815
Prospera Capital Management
Arizona
$262K +$267K +1,631 New
RWM
816
Revisor Wealth Management
Ohio
$261K +$266K +1,624 New
CFP
817
Comprehensive Financial Planning
Pennsylvania
$259K +$1.31K +8 +0.5%
FAIM
818
Financial Advocates Investment Management
Washington
$259K -$1.08M -6,615 -80%
PAW
819
Plan A Wealth
Nebraska
$259K -$134K -821 -34%
CCA
820
Clarity Capital Advisors
Florida
$258K +$19K +116 +8%
FFL
821
Financial Freedom LLC
Ohio
$257K +$654 +4 +0.3%
FWMP
822
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$256K
BPFA
823
Barnes Pettey Financial Advisors
Mississippi
$255K +$1.31K +8 +0.5%
PVI
824
Pine Valley Investments
New Jersey
$255K +$327 +2 +0.1%
SAM
825
Silvercrest Asset Management
New York
$252K -$5.89K -36 -2%