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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
751
M&T Bank
New York
$200K +$198K +1,479 New
CWP
752
Concord Wealth Partners
Virginia
$195K +$193K +1,442 New
MFA
753
McClarren Financial Advisors
Pennsylvania
$194K +$148K +1,106 +337%
CA
754
Clearstead Advisors
Ohio
$190K
OHWP
755
Oak Harbor Wealth Partners
North Carolina
$190K
Bessemer Group
756
Bessemer Group
New Jersey
$188K -$386K -2,874 -67%
CFD
757
Creative Financial Designs
Indiana
$183K +$31.8K +237 +21%
WFA
758
Wells Financial Advisors
Massachusetts
$182K
GWS
759
Glassman Wealth Services
Virginia
$171K +$170K +1,264 New
NRC
760
New Republic Capital
North Carolina
$170K +$169K +1,260 New
HWMA
761
Heritage Wealth Management (Arizona)
Arizona
$169K +$167K +1,248 New
TCWA
762
Ten Capital Wealth Advisors
Washington
$164K -$86.3K -643 -35%
MCM
763
MV Capital Management
Maryland
$163K
LFA
764
Level Financial Advisors
New York
$161K
LS
765
Leelyn Smith
Illinois
$158K +$153K +1,140 +3,800%
PFBT
766
Parkside Financial Bank & Trust
Missouri
$154K +$11.7K +87 +8%
SBL
767
Sargent Bickham Lagudis
Colorado
$146K
BFPW
768
BOK Financial Private Wealth
Colorado
$144K +$1.21K +9 +0.9%
JGIA
769
Jackson Grant Investment Advisers
Connecticut
$136K +$1.07K +8 +0.8%
FPB
770
First PREMIER Bank
South Dakota
$133K
ADL
771
Asset Dedication LLC
California
$132K -$7.78K -58 -6%
LB
772
Legacy Bridge
Iowa
$130K
FP
773
Financial Perspectives
Minnesota
$128K +$134 +1 +0.1%
CFFP
774
Center for Financial Planning
Michigan
$127K -$3.76K -28 -3%
GIA
775
GHP Investment Advisors
Colorado
$121K -$4.7K -35 -4%