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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RG
701
Retirement Group
California
$88K – – –
CB
702
Community Bank
New York
$87K – – –
SCA
703
Stonebridge Capital Advisors
Minnesota
$87K +$147 +1 +0.2%
BWM
704
BerganKDV Wealth Management
Minnesota
$86K – – –
SIC
705
Salem Investment Counselors
North Carolina
$83K +$58.7K +400 +258%
FCT
706
First Community Trust
Iowa
$79.7K +$77.8K +530 New
1IA
707
1834 Investment Advisors
Wisconsin
$79K -$7.34K -50 -9%
BlackRock
708
BlackRock
New York
$78K +$734 +5 +1%
AIA
709
Armor Investment Advisors
North Carolina
$74K – – –
FWA
710
FSC Wealth Advisors
New York
$74K +$72.1K +491 New
BFG
711
Baron Financial Group
New Jersey
$73.2K -$1.47K -10 -2%
SC
712
Stephens Consulting
Michigan
$70.2K +$68.6K +467 New
BEI
713
Benjamin Edwards Inc
Missouri
$68K +$4.85K +33 +8%
APW
714
Acima Private Wealth
Virginia
$67K – – –
CWS
715
Confluence Wealth Services
Pennsylvania
$67K +$66.1K +450 New
HDIM
716
Hanson & Doremus Investment Management
Vermont
$66K – – –
GI
717
Gradient Investments
Minnesota
$63K -$15.1K -103 -20%
WPA
718
West Paces Advisors
Georgia
$60.1K +$58.7K +400 New
TSWM
719
Tyler-Stone Wealth Management
Ohio
$58K +$56.4K +384 New
AA
720
Addison Advisors
Vermont
$57K – – –
RWA
721
RGT Wealth Advisors
Texas
$57K +$55.9K +381 New
DSC
722
Duncker Streett & Co
Missouri
$56K – – –
Barclays
723
Barclays
United Kingdom
$54K – – –
CFN
724
Cordasco Financial Network
Florida
$53K – – –
ADL
725
Asset Dedication LLC
California
$53K +$31.3K +213 +166%