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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
451
BerganKDV Wealth Management
Minnesota
$95K +$50.8K +554 +126%
CA
452
Clearstead Advisors
Ohio
$94K
FPB
453
First PREMIER Bank
South Dakota
$91K -$2.84K -31 -3%
JGIA
454
Jackson Grant Investment Advisers
Connecticut
$90K
NSIM
455
North Star Investment Management
Illinois
$90K +$275 +3 +0.3%
FWM
456
FSA Wealth Management
Massachusetts
$90K +$86.2K +940 New
TF
457
TimeScale Financial
Massachusetts
$89K +$550 +6 +0.6%
TL
458
TrueWealth LLC
Georgia
$88K
CFA
459
Carroll Financial Associates
North Carolina
$85K -$1.19K -13 -1%
PMFA
460
Plante Moran Financial Advisors
Michigan
$81K +$734 +8 +1%
CCM
461
Covington Capital Management
California
$80K
MPCG
462
Matrix Private Capital Group
New York
$78K
FP
463
Financial Perspectives
Minnesota
$77.5K
OPS
464
Orion Portfolio Solutions
Nebraska
$71K -$15.4K -168 -18%
BWM
465
Baystate Wealth Management
Massachusetts
$69K -$18.2K -199 -22%
FCM
466
Firestone Capital Management
Florida
$67K -$17.4K -190 -21%
RCA
467
Reitz Capital Advisors
Michigan
$65K +$61.9K +675 New
CFD
468
Creative Financial Designs
Indiana
$63K +$38.8K +423 +183%
IFA
469
Interactive Financial Advisors
Illinois
$63K +$60.1K +655 New
TCOV
470
Trust Company of Vermont
Vermont
$61K +$7.24K +79 +14%
MRCM
471
M&R Capital Management
New Jersey
$58K
BlackRock
472
BlackRock
New York
$57K -$8.71K -95 -14%
PFBT
473
Parkside Financial Bank & Trust
Missouri
$57K -$6.42K -70 -11%
FMII
474
Farmers & Merchants Investments Inc
Nebraska
$56K -$36.5K -398 -40%
VFA
475
Valeo Financial Advisors
Indiana
$55K -$206K -2,249 -80%