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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
826
PSI Advisors
Florida
$2K – – –
ZIG
827
Zullo Investment Group
Pennsylvania
$2K +$1.76K +12 New
CWM
828
CarsonAllaria Wealth Management
Illinois
$2K +$1.91K +13 New
AIA
829
Arcadia Investment Advisors
Idaho
$1.65K – – –
HWM
830
Holloway Wealth Management
Florida
$1K – – –
BHWM
831
Beaird Harris Wealth Management
Texas
$1K +$1.18K +8 New
IFA
832
Interactive Financial Advisors
Illinois
– -$5.71M -40,905 Closed
Vanguard Group
833
Vanguard Group
Pennsylvania
– -$5.48M -39,236 Closed
FTUS
834
Flow Traders U.S.
New York
– -$1.85M -13,236 Closed
EC
835
Estate Counselors
Wisconsin
– -$1.79M -12,800 Closed
CCWA
836
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$644K -4,614 Closed
STA
837
Summit Trail Advisors
New York
– -$569K -4,079 Closed
Principal Financial Group
838
Principal Financial Group
Iowa
– -$512K -3,667 Closed
CA
839
Calton & Associates
Florida
– -$498K -3,567 Closed
W
840
WealthOne
New York
– -$427K -3,061 Closed
SIM
841
Stratos Investment Management
Ohio
– -$393K -2,816 Closed
GRP
842
Global Retirement Partners
California
– -$305K -2,182 Closed
MA
843
MCF Advisors
Kentucky
– -$253K -1,816 Closed
G
844
GenTrust
Florida
– -$217K -1,553 Closed
SL
845
SWMG LLC
Texas
– -$208K -1,493 Closed
RCA
846
Ranch Capital Advisors
Florida
– -$165K -1,180 Closed
JGIA
847
Jackson Grant Investment Advisers
Connecticut
– -$136K -976 Closed
PMFA
848
Plante Moran Financial Advisors
Michigan
– -$117K -835 Closed
FA
849
Flagstar Advisors
New York
– -$73K -520 Closed
GKWIM
850
Gerber Kawasaki Wealth & Investment Management
California
– -$60K -433 Closed