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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WE
751
Wealth Effects
Massachusetts
$201K +$193K +1,450 New
EWM
752
Endowment Wealth Management
Wisconsin
$200K +$193K +1,448 New
FWM
753
FSA Wealth Management
Massachusetts
$200K +$193K +1,446 New
PFBT
754
Parkside Financial Bank & Trust
Missouri
$196K -$4.53K -34 -2%
OHWP
755
Oak Harbor Wealth Partners
North Carolina
$194K
Bessemer Group
756
Bessemer Group
New Jersey
$192K
WP
757
WealthPLAN Partners
Nebraska
$190K -$11.9K -89 -6%
WFA
758
Wells Financial Advisors
Massachusetts
$186K
TCWA
759
Ten Capital Wealth Advisors
Washington
$180K +$11.7K +88 +7%
NRC
760
New Republic Capital
North Carolina
$172K
LFA
761
Level Financial Advisors
New York
$165K
BWM
762
Baystate Wealth Management
Massachusetts
$156K +$63.5K +476 +73%
ICM
763
Intrepid Capital Management
Florida
$142K +$137K +1,027 New
JGIA
764
Jackson Grant Investment Advisers
Connecticut
$142K +$800 +6 +0.6%
BFPW
765
BOK Financial Private Wealth
Colorado
$140K -$22.4K -168 -14%
FPB
766
First PREMIER Bank
South Dakota
$136K
AAG
767
Armstrong Advisory Group
Massachusetts
$133K +$13.1K +98 +11%
FP
768
Financial Perspectives
Minnesota
$131K
ADL
769
Asset Dedication LLC
California
$126K -$7.33K -55 -6%
CFFP
770
Center for Financial Planning
Michigan
$126K
TF
771
TimeScale Financial
Massachusetts
$122K +$667 +5 +0.6%
FMTCOCP
772
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$120K +$27.7K +208 +32%
DJSG
773
D.J. St. Germain
Massachusetts
$116K +$111K +836 New
MCM
774
MV Capital Management
Maryland
$111K
VWM
775
Venturi Wealth Management
Texas
$108K