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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
476
Cordant Inc
Oregon
$181K +$175K +1,518 New
AP
477
Atwood & Palmer
Missouri
$178K – – –
PCIA
478
Prime Capital Investment Advisors
Kansas
$175K +$1.84K +16 +1%
AWM
479
Atticus Wealth Management
Florida
$171K +$165K +1,435 New
GRP
480
Global Retirement Partners
California
$167K +$16.6K +144 +11%
LWA
481
LWS Wealth Advisors
New Jersey
$167K +$162K +1,405 New
Bessemer Group
482
Bessemer Group
New Jersey
$166K – – –
TFS
483
TrustCore Financial Services
Tennessee
$164K +$9.91K +86 +7%
VCM
484
Vigilant Capital Management
Maine
$162K +$40.9K +355 +36%
SIM
485
Sonora Investment Management
Arizona
$161K – – –
WEC
486
Winslow Evans & Crocker
Massachusetts
$160K – – –
TFGT
487
TS Financial Group (TSFG)
Illinois
$154K -$807 -7 -0.5%
LPWM
488
Lake Point Wealth Management
Texas
$153K +$147K +1,280 New
S
489
SignatureFD
Georgia
$151K +$81.6K +708 +126%
EWP
490
Engrave Wealth Partners
Texas
$149K +$145K +1,255 New
TWA
491
TCI Wealth Advisors
Arizona
$146K +$42.4K +368 +43%
CMBA
492
C.M. Bidwell & Associates
Hawaii
$146K +$44.1K +383 +46%
SBL
493
Sargent Bickham Lagudis
Colorado
$144K – – –
BlackRock
494
BlackRock
New York
$141K -$11.4K -99 -8%
DSC
495
Duncker Streett & Co
Missouri
$138K +$133K +1,156 New
AA
496
Ancora Advisors
Ohio
$134K +$130K +1,124 New
GWM
497
Geneos Wealth Management
Colorado
$133K +$16.7K +145 +15%
LB
498
Legacy Bridge
Iowa
$129K – – –
MCWS
499
McKinley Carter Wealth Services
West Virginia
$129K +$125K +1,082 New
BAMG
500
Brand Asset Management Group
Missouri
$118K – – –