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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
601
COWA LLC
Oklahoma
$81K – – –
BFG
602
Baron Financial Group
New Jersey
$80.9K – – –
RG
603
Retirement Group
California
$79K +$2.43K +19 +3%
CB
604
Community Bank
New York
$78K +$28.8K +225 +64%
PFBT
605
Parkside Financial Bank & Trust
Missouri
$76K +$768 +6 +1%
BlackRock
606
BlackRock
New York
$76K +$21.9K +171 +44%
FHC
607
First Horizon Corporation
Tennessee
$74K +$14.5K +113 +26%
BEI
608
Benjamin Edwards Inc
Missouri
$73K +$2.18K +17 +3%
SCA
609
Stonebridge Capital Advisors
Minnesota
$72K +$68.5K +535 New
BW
610
Bison Wealth
Georgia
$71K +$128 +1 +0.2%
GAM
611
Grandview Asset Management
Pennsylvania
$66K +$62.6K +489 New
GI
612
Gradient Investments
Minnesota
$63K +$56.7K +443 +2,110%
HDIM
613
Hanson & Doremus Investment Management
Vermont
$60K +$896 +7 +2%
BWM
614
BerganKDV Wealth Management
Minnesota
$59K – – –
LFG
615
Larson Financial Group
Missouri
$56K +$8.19K +64 +18%
CPWM
616
Cypress Point Wealth Management
Texas
$54K – – –
MF
617
Manchester Financial
California
$54K – – –
PP
618
PrairieView Partners
Minnesota
$49K +$13.2K +103 +39%
CFN
619
Cordasco Financial Network
Florida
$48K – – –
EP
620
Eudaimonia Partners
Tennessee
$47K +$3.71K +29 +9%
GEA
621
Glen Eagle Advisors
New Jersey
$43.6K – – –
LIA
622
LS Investment Advisors
Michigan
$43K – – –
MFA
623
McClarren Financial Advisors
Pennsylvania
$43K +$256 +2 +0.6%
TWM
624
Tradition Wealth Management
Minnesota
$41K – – –
TWA
625
TCI Wealth Advisors
Arizona
$40K +$15.2K +119 +66%