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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
726
TPG Financial Advisors
Oregon
$467K -$350 -2 -0.1%
ESB
727
Essex Savings Bank
Connecticut
$466K
S
728
SignatureFD
Georgia
$464K +$875 +5 +0.2%
FFL
729
Financial Freedom LLC
Ohio
$461K +$174K +995 +62%
CMP
730
Christine Messmer PC
Pennsylvania
$460K +$454K +2,595 New
PEWA
731
Pacific Excel Wealth Advisors
California
$459K +$452K +2,584 New
EAM
732
Evanson Asset Management
California
$458K +$15.8K +90 +4%
FTWA
733
Fifth Third Wealth Advisors
Ohio
$456K +$82.1K +469 +22%
SWGC
734
Summit Wealth Group (Colorado)
Colorado
$456K +$300K +1,713 +199%
CAM
735
Capital Asset Management
Colorado
$456K +$450K +2,571 New
EWP
736
Elevation Wealth Partners
California
$453K -$9.63K -55 -2%
JF
737
Jump Financial
Illinois
$452K +$446K +2,549 New
QCM
738
QRG Capital Management
Illinois
$452K +$110K +631 +33%
BMWS
739
Brady Martz Wealth Solutions
North Dakota
$451K -$3.24M -18,518 -88%
WFPG
740
Waller Financial Planning Group
Ohio
$446K -$60K -343 -12%
NAMP
741
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$446K
CSF
742
Capital Squared Financial
Maryland
$446K +$74.7K +427 +20%
CCA
743
Clarity Capital Advisors
Florida
$446K +$9.63K +55 +2%
GCM
744
Glaxis Capital Management
Florida
$443K +$438K +2,500 New
FA
745
Fedenia Advisers
Wisconsin
$443K
WWM
746
Western Wealth Management
Colorado
$441K +$72.1K +412 +20%
FCH
747
Freestone Capital Holdings
Washington
$439K +$110K +627 +34%
BWP
748
Balboa Wealth Partners
Arizona
$438K +$1.05K +6 +0.2%
STA
749
Shade Tree Advisors
New York
$438K +$432K +2,469 New
USCWA
750
U.S. Capital Wealth Advisors
Texas
$438K +$875 +5 +0.2%