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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
626
Walled Lake Planning & Wealth Management
Illinois
$359K -$800 -6 -0.2%
WWP
627
WR Wealth Planners
Missouri
$355K +$286K +2,142 +502%
EWM
628
Executive Wealth Management
Michigan
$355K +$342K +2,565 New
NDSI
629
Newman Dignan & Sheerar Inc
Rhode Island
$355K +$1.07K +8 +0.3%
LSPW
630
Lake Street Private Wealth
Illinois
$353K -$8.13K -61 -2%
Vanguard Personalized Indexing Management
631
Vanguard Personalized Indexing Management
California
$351K -$1.33K -10 -0.4%
GL
632
Graypoint LLC
New York
$350K
BFA
633
Beaumont Financial Advisors
Massachusetts
$349K -$23.2K -174 -6%
WPP
634
Whalerock Point Partners
Rhode Island
$349K
SBIA
635
Sheaff Brock Investment Advisors
Indiana
$347K +$133 +1 +0%
OCM
636
One Capital Management
California
$347K -$57.1K -428 -15%
CCWM
637
Cassaday & Co Wealth Management
Virginia
$346K
BCG
638
Breakwater Capital Group
New Jersey
$345K +$333K +2,495 New
AFG
639
Altiora Financial Group
Ohio
$343K +$7.46K +56 +2%
LWP
640
LMG Wealth Partners
Louisiana
$339K
CIAS
641
Capital Investment Advisory Services
North Carolina
$338K -$18K -135 -5%
MCCP
642
Mission Creek Capital Partners
California
$338K +$1.87K +14 +0.6%
NF
643
Nikulski Financial
Iowa
$335K -$53.3K -400 -14%
EAM
644
Evanson Asset Management
California
$335K +$1.07K +8 +0.3%
NAS
645
Nicolet Advisory Services
Wisconsin
$334K -$62.3K -467 -16%
OPPS
646
Obsidian Personal Planning Solutions
Maryland
$334K +$322K +2,415 New
WWM
647
Western Wealth Management
Colorado
$334K +$7.33K +55 +2%
SCG
648
Sonata Capital Group
Washington
$332K
TSS
649
Two Sigma Securities
New York
$330K +$19.2K +144 +6%
LA
650
LexAurum Advisors
Kansas
$329K +$16.9K +127 +6%