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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
701
Tactive Advisors
Florida
$587K +$11.4K +59 +2%
TF
702
TME Financial
California
$585K +$40.8K +211 +8%
BF
703
Brooklyn FI
New York
$585K +$3.1K +16 +0.6%
YWM
704
Yoder Wealth Management
California
$574K
MPAM
705
Murphy Pohlad Asset Management
Minnesota
$573K -$35.8K -185 -6%
S
706
SignatureFD
Georgia
$571K +$47K +243 +9%
KF
707
Kelsey Financial
California
$568K
CC
708
Courier Capital
New York
$567K -$12K -62 -2%
ONSWM
709
Old North State Wealth Management
North Carolina
$567K -$13.2K -68 -2%
BIM
710
Baldwin Investment Management
Pennsylvania
$565K +$2.32K +12 +0.4%
NP
711
NorthRock Partners
Minnesota
$564K -$21.7K -112 -4%
JPLA
712
Joseph P. Lucia & Associates
New York
$563K -$18.4K -95 -3%
DE
713
Diversified Enterprises
Delaware
$562K -$10.6K -55 -2%
BWM
714
BCS Wealth Management
Tennessee
$559K
FB
715
Fulton Bank
Pennsylvania
$558K
BMWS
716
Brady Martz Wealth Solutions
North Dakota
$557K
VCA
717
Verdence Capital Advisors
Maryland
$557K +$193 +1 +0%
KCM
718
Kendall Capital Management
Maryland
$555K -$176K -910 -24%
ESB
719
Essex Savings Bank
Connecticut
$555K +$34.8K +180 +7%
MWM
720
MOR Wealth Management
Pennsylvania
$553K
AMM
721
American Money Management
California
$553K -$41.2K -213 -7%
EFG
722
Everest Financial Group
Minnesota
$551K -$16.6K -86 -3%
JCM
723
Jacobi Capital Management
Pennsylvania
$550K -$7.74K -40 -1%
BPWM
724
Badgley Phelps Wealth Managers
Washington
$547K +$9.09K +47 +2%
WCM
725
Winebrenner Capital Management
Kentucky
$546K -$22.2K -115 -4%