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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
651
Oppenheimer & Co
New York
$222K -$14.7K -100 -6%
Deutsche Bank
652
Deutsche Bank
Germany
$221K -$110K -750 -34%
BFM
653
Broadview Financial Management
Wisconsin
$221K +$1.18K +8 +0.5%
CT
654
Caldwell Trust
Florida
$221K – – –
AHC
655
Anderson Hoagland & Co
Missouri
$218K – – –
WP
656
WealthSource Partners
California
$217K +$212K +1,441 New
YWP
657
YorkBridge Wealth Partners
New York
$215K – – –
B
658
Bailard
California
$215K +$210K +1,429 New
VFA
659
Valeo Financial Advisors
Indiana
$214K +$209K +1,422 New
CA
660
Clearstead Advisors
Ohio
$212K +$294 +2 +0.1%
AWA
661
Acorn Wealth Advisors
Michigan
$212K +$207K +1,410 New
CB
662
Cadence Bank
Mississippi
$211K +$206K +1,401 New
OHWP
663
Oak Harbor Wealth Partners
North Carolina
$211K +$206K +1,405 New
EWM
664
Endowment Wealth Management
Wisconsin
$210K +$206K +1,400 New
KPW
665
Kore Private Wealth
New York
$209K +$204K +1,392 New
CAM
666
Cozad Asset Management
Illinois
$207K +$202K +1,378 New
CGA
667
Crescent Grove Advisors
Illinois
$207K +$202K +1,378 New
FLPIM
668
F.L. Putnam Investment Management
Massachusetts
$206K +$201K +1,369 New
CWP
669
Concord Wealth Partners
Virginia
$205K +$201K +1,366 New
HSWM
670
Hubbell Strickland Wealth Management
Louisiana
$204K +$199K +1,356 New
WFA
671
Wells Financial Advisors
Massachusetts
$202K +$881 +6 +0.4%
FCBT
672
First Citizens Bank & Trust
North Carolina
$202K +$197K +1,344 New
ECG
673
Edge Capital Group
Georgia
$201K +$196K +1,335 New
CI
674
Cordant Inc
Oregon
$200K -$3.38K -23 -2%
DWM
675
Dakota Wealth Management
Florida
$200K +$195K +1,329 New