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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1001
Novare Capital Management
North Carolina
– -$743K -5,123 Closed
SAG
1002
SageView Advisory Group
California
– -$678K -4,697 Closed
LCWP
1003
Legacy Capital Wealth Partners
Arkansas
– -$656K -4,525 Closed
LA
1004
LexAurum Advisors
Kansas
– -$426K -2,937 Closed
CCM
1005
Crabel Capital Management
California
– -$392K -2,703 Closed
CL
1006
Cabana LLC
Arkansas
– -$388K -2,678 Closed
PA
1007
Paragon Advisors
Texas
– -$385K -2,658 Closed
QCG
1008
Quadrant Capital Group
Ohio
– -$358K -2,470 Closed
AL
1009
ACAS LLC
California
– -$344K -2,369 Closed
AFG
1010
AFS Financial Group
Maryland
– -$323K -2,226 Closed
SIM
1011
Stratos Investment Management
Ohio
– -$274K -1,888 Closed
IA
1012
IFG Advisory
Georgia
– -$263K -1,814 Closed
CWM
1013
Curi Wealth Management
North Carolina
– -$232K -1,597 Closed
LA
1014
Lifeworks Advisors
Michigan
– -$223K -1,541 Closed
WFA
1015
WMG Financial Advisors
Tennessee
– -$216K -1,492 Closed
OPPS
1016
Obsidian Personal Planning Solutions
Maryland
– -$204K -1,409 Closed
TDC
1017
Thompson Davis & Co
Virginia
– -$203K -1,400 Closed
FPCG
1018
Fort Pitt Capital Group
Pennsylvania
– -$202K -1,394 Closed
BAG
1019
Bridgewealth Advisory Group
California
– -$200K -1,379 Closed
LFA
1020
Level Financial Advisors
New York
– -$173K -1,192 Closed
LIWM
1021
Long Island Wealth Management
New York
– -$169K -1,167 Closed
ICM
1022
Intrepid Capital Management
Florida
– -$157K -1,081 Closed
RFA
1023
Resurgent Financial Advisors
Georgia
– -$126K -867 Closed
TSW
1024
Thompson Siegel & Walmsley
Virginia
– -$106K -732 Closed
TWM
1025
Tradition Wealth Management
Minnesota
– -$70K -485 Closed