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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
751
Bessemer Group
New Jersey
$186K – – –
WFA
752
Wells Financial Advisors
Massachusetts
$180K – – –
NRC
753
New Republic Capital
North Carolina
$167K -$2.08K -15 -1%
TCWA
754
Ten Capital Wealth Advisors
Washington
$163K – – –
LFA
755
Level Financial Advisors
New York
$160K +$139 +1 +0.1%
BFPW
756
BOK Financial Private Wealth
Colorado
$158K +$16K +115 +11%
CFD
757
Creative Financial Designs
Indiana
$149K -$33.7K -243 -18%
JGIA
758
Jackson Grant Investment Advisers
Connecticut
$137K +$2.36K +17 +2%
FPB
759
First PREMIER Bank
South Dakota
$132K – – –
ADL
760
Asset Dedication LLC
California
$131K – – –
LB
761
Legacy Bridge
Iowa
$129K – – –
FP
762
Financial Perspectives
Minnesota
$127K +$139 +1 +0.1%
CFFP
763
Center for Financial Planning
Michigan
$122K -$3.88K -28 -3%
TF
764
TimeScale Financial
Massachusetts
$118K -$13.2K -95 -10%
NHT
765
New Hampshire Trust
New Hampshire
$117K – – –
AAG
766
Armstrong Advisory Group
Massachusetts
$116K -$2.22K -16 -2%
CIA
767
Choate Investment Advisors
Massachusetts
$112K – – –
GIA
768
GHP Investment Advisors
Colorado
$111K -$8.46K -61 -7%
GI
769
Gradient Investments
Minnesota
$111K +$3.19K +23 +3%
FFA
770
Founders Financial Alliance
North Carolina
$108K – – –
MCM
771
MV Capital Management
Maryland
$107K -$56.7K -409 -34%
SSC
772
Syverson Strege & Co
Iowa
$107K +$1.67K +12 +2%
VWM
773
Venturi Wealth Management
Texas
$104K +$108K +778 New
MPCG
774
Matrix Private Capital Group
New York
$103K +$139 +1 +0.1%
HBW
775
Hazlett, Burt & Watson
West Virginia
$97K +$416 +3 +0.4%