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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WB
626
WesBanco Bank
West Virginia
$352K
LSPW
627
Lake Street Private Wealth
Illinois
$350K +$139 +1 +0%
BFM
628
Broadview Financial Management
Wisconsin
$350K -$6.38K -46 -2%
FW
629
FirstPurpose Wealth
Utah
$349K
WLPWM
630
Walled Lake Planning & Wealth Management
Illinois
$349K -$21.6K -156 -6%
CIAS
631
Capital Investment Advisory Services
North Carolina
$346K +$26.5K +191 +8%
NDSI
632
Newman Dignan & Sheerar Inc
Rhode Island
$343K +$1.11K +8 +0.3%
PFA
633
Professional Financial Advisors
Nebraska
$342K -$39.7K -286 -11%
Vanguard Personalized Indexing Management
634
Vanguard Personalized Indexing Management
California
$342K +$353K +2,548 New
GL
635
Graypoint LLC
New York
$339K
WPP
636
Whalerock Point Partners
Rhode Island
$338K +$59K +425 +20%
SBIA
637
Sheaff Brock Investment Advisors
Indiana
$336K -$11.2K -81 -3%
ACM
638
Arlington Capital Management
Illinois
$336K +$108K +775 +45%
CCWM
639
Cassaday & Co Wealth Management
Virginia
$335K -$24.8K -179 -7%
AL
640
Aspiriant LLC
California
$335K +$347K +2,500 New
LWP
641
LMG Wealth Partners
Louisiana
$328K
PFPT
642
Pinnacle Financial Partners (Tennessee)
Tennessee
$328K +$77.1K +556 +29%
ACM
643
Advisors Capital Management
New Jersey
$327K -$3.61K -26 -1%
MCCP
644
Mission Creek Capital Partners
California
$326K -$12.3K -89 -4%
AFG
645
Altiora Financial Group
Ohio
$325K
GC
646
GFG Capital
Florida
$325K +$317K +2,282 New
EAM
647
Evanson Asset Management
California
$323K +$971 +7 +0.3%
NL
648
NWAM LLC
Washington
$323K -$248K -1,789 -43%
SCG
649
Sonata Capital Group
Washington
$322K
SWM
650
Silverlake Wealth Management
Vermont
$322K +$111K +800 +50%