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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1126
Venturi Wealth Management
Texas
-$302K -1,867 Closed
PWP
1127
Perfromance Wealth Partners
Illinois
-$296K -1,831 Closed
GGS
1128
Galvin Gaustad & Stein
Arizona
-$289K -1,788 Closed
CL
1129
Cabana LLC
Arkansas
-$287K -1,773 Closed
AIA
1130
Accelerate Investment Advisors
California
-$276K -1,703 Closed
RFP
1131
Root Financial Partners
California
-$266K -1,646 Closed
CA
1132
CGN Advisors
Kansas
-$252K -1,556 Closed
EWM
1133
Endowment Wealth Management
Wisconsin
-$244K -1,507 Closed
AIM
1134
Archer Investment Management
Texas
-$228K -1,412 Closed
GWM
1135
GDS Wealth Management
Texas
-$228K -1,409 Closed
FFA
1136
Florida Financial Advisors
Florida
-$223K -1,379 Closed
AAS
1137
Annex Advisory Services
Wisconsin
-$214K -1,324 Closed
PWM
1138
PMG Wealth Management
Illinois
-$213K -1,319 Closed
NCM
1139
Next Capital Management
New York
-$213K -1,318 Closed
AC
1140
Apella Capital
Connecticut
-$211K -1,305 Closed
CA
1141
Claro Advisors
Massachusetts
-$209K -1,291 Closed
M&T Bank
1142
M&T Bank
New York
-$204K -1,260 Closed
D.E. Shaw & Co
1143
D.E. Shaw & Co
New York
-$201K -1,242 Closed
FIA
1144
FPC Investment Advisory
California
-$196K -1,182 Closed
LDB
1145
Lee, Danner & Bass
Tennessee
-$125K -775 Closed
PFA
1146
Pathway Financial Advisers
Indiana
-$80.5K -498 Closed
BPAMU
1147
BTG Pactual Asset Management US
New York
-$81.8K -490 Closed
PCWA
1148
Pacific Capital Wealth Advisors
California
-$45.3K -280 Closed
TRCT
1149
Tower Research Capital (TRC)
New York
-$38.7K -239 Closed
RWPA
1150
Richard W. Paul & Associates
Michigan
-$38.3K -237 Closed