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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
701
Evanson Asset Management
California
$408K
SCG
702
Sonata Capital Group
Washington
$404K +$9.34K +59 +2%
SIC
703
Sterling Investment Counsel
New York
$403K +$5.22K +33 +1%
PMFA
704
Plante Moran Financial Advisors
Michigan
$401K +$3.48K +22 +0.9%
BFA
705
Beaumont Financial Advisors
Massachusetts
$399K
AFG
706
Altiora Financial Group
Ohio
$398K
TWP
707
Tyche Wealth Partners
Texas
$398K
LSPW
708
Lake Street Private Wealth
Illinois
$397K
B
709
Bailard
California
$397K
BWP
710
Balboa Wealth Partners
Arizona
$397K +$382K +2,411 New
BI
711
Beckerman Institutional
New Jersey
$393K -$56.5K -357 -13%
CCA
712
Clarity Capital Advisors
Florida
$393K +$124K +782 +49%
CIA
713
Compass Ion Advisors
Pennsylvania
$391K -$9.5K -60 -2%
BFG
714
Beacon Financial Group
Texas
$390K
Fuller & Thaler Asset Management
715
Fuller & Thaler Asset Management
California
$387K +$109K +690 +41%
FLPIM
716
F.L. Putnam Investment Management
Massachusetts
$383K
S
717
SignatureFD
Georgia
$383K -$62.7K -396 -15%
PL
718
Plancorp LLC
Missouri
$382K -$31.2K -197 -8%
FWI
719
Facet Wealth Inc
Maryland
$382K -$66.8K -422 -16%
AIC
720
Archer Investment Corporation
Indiana
$381K +$2.85K +18 +0.8%
STA
721
Smith Thornton Advisors
Alabama
$378K
HIC
722
Holderness Investments Company
North Carolina
$377K -$15.8K -100 -4%
DE
723
Diversified Enterprises
Delaware
$373K -$23.1K -146 -6%
FTWA
724
Fifth Third Wealth Advisors
Ohio
$373K +$359K +2,268 New
KA
725
Klingman & Associates
New York
$373K -$8.23K -52 -2%