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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
701
U.S. Capital Wealth Advisors
Texas
$430K -$93.1K -547 -18%
CCA
702
Clarity Capital Advisors
Florida
$429K +$11.7K +69 +3%
BOM
703
Bank of Marin
California
$429K -$9.19K -54 -2%
GOCP
704
Great Oak Capital Partners
Massachusetts
$429K +$418K +2,456 New
WLPWM
705
Walled Lake Planning & Wealth Management
Illinois
$427K -$9.7K -57 -2%
NB
706
Northwest Bancshares
Pennsylvania
$425K -$23.5K -138 -5%
BlackRock
707
BlackRock
New York
$425K +$254K +1,492 +158%
PMFA
708
Plante Moran Financial Advisors
Michigan
$425K -$851 -5 -0.2%
AFG
709
Altiora Financial Group
Ohio
$423K – – –
TWP
710
Tyche Wealth Partners
Texas
$422K – – –
LSPW
711
Lake Street Private Wealth
Illinois
$422K +$170 +1 +0%
B
712
Bailard
California
$421K – – –
SCG
713
Sonata Capital Group
Washington
$419K -$10K -59 -2%
BFA
714
Beaumont Financial Advisors
Massachusetts
$418K -$5.45K -32 -1%
BI
715
Beckerman Institutional
New Jersey
$417K +$340 +2 +0.1%
CIA
716
Compass Ion Advisors
Pennsylvania
$416K +$681 +4 +0.2%
BFG
717
Beacon Financial Group
Texas
$414K – – –
FWI
718
Facet Wealth Inc
Maryland
$409K +$10K +59 +3%
PWM
719
Paulson Wealth Management
Illinois
$408K -$27.4K -161 -6%
LWM
720
LongView Wealth Management
Georgia
$406K +$13.8K +81 +4%
AIC
721
Archer Investment Corporation
Indiana
$405K – – –
STA
722
Smith Thornton Advisors
Alabama
$401K – – –
HIC
723
Holderness Investments Company
North Carolina
$400K +$170 +1 +0%
Fuller & Thaler Asset Management
724
Fuller & Thaler Asset Management
California
$398K -$12.6K -74 -3%
OA
725
Oxbow Advisors
Texas
$396K -$40.5K -238 -9%