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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
626
Lake Street Private Wealth
Illinois
$335K +$139 +1 +0%
WWM
627
Western Wealth Management
Colorado
$330K +$15.4K +111 +5%
WPP
628
Whalerock Point Partners
Rhode Island
$330K
RMDI
629
R.M. Davis Inc
Maine
$330K -$13.3K -96 -4%
BFA
630
Beaumont Financial Advisors
Massachusetts
$329K -$1.11K -8 -0.3%
CCWM
631
Cassaday & Co Wealth Management
Virginia
$328K +$970 +7 +0.3%
NF
632
Nikulski Financial
Iowa
$328K +$11.8K +85 +4%
FWM
633
FSA Wealth Management
Massachusetts
$322K +$140K +1,013 +70%
MCCP
634
Mission Creek Capital Partners
California
$322K +$1.8K +13 +0.5%
LWP
635
LMG Wealth Partners
Louisiana
$321K
EAM
636
Evanson Asset Management
California
$318K +$1.11K +8 +0.3%
AFG
637
Altiora Financial Group
Ohio
$317K -$7.48K -54 -2%
SCG
638
Sonata Capital Group
Washington
$314K
SBIA
639
Sheaff Brock Investment Advisors
Indiana
$313K -$16.3K -118 -5%
GIM
640
Goelzer Investment Management
Indiana
$311K -$43.8K -316 -12%
SL
641
Salomon & Ludwin
Virginia
$308K +$27K +195 +9%
NAS
642
Nicolet Advisory Services
Wisconsin
$307K -$4.85K -35 -1%
BCI
643
Brinker Capital Investments
Pennsylvania
$306K -$793K -5,724 -71%
OPS
644
Orion Portfolio Solutions
Nebraska
$306K -$793K -5,724 -71%
HAG
645
HF Advisory Group
Maryland
$305K +$25.2K +182 +9%
VBWMG
646
Von Berge Wealth Management Group
California
$303K
RRA
647
Round Rock Advisors
Connecticut
$302K
PMFA
648
Plante Moran Financial Advisors
Michigan
$299K -$1.8K -13 -0.6%
AllianceBernstein
649
AllianceBernstein
Tennessee
$297K +$29.1K +210 +10%
DI
650
DFPG Investments
Utah
$297K +$118K +851 +59%