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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
751
Caldwell Trust
Florida
$241K -$13.4K -100 -6%
SAM
752
Smartleaf Asset Management
Massachusetts
$240K +$228K +1,698 New
LC
753
Lindbrook Capital
California
$239K -$2.69K -20 -1%
VVP
754
Venture Visionary Partners
Ohio
$234K +$1.75K +13 +0.8%
EBA
755
Eagle Bay Advisors
New York
$233K -$1.38M -10,256 -86%
AMR
756
Asset Management Resources
Massachusetts
$233K – – –
CWM
757
Curi Wealth Management
North Carolina
$232K +$214K +1,597 New
BW
758
BIP Wealth
Georgia
$230K -$15.7K -117 -7%
IAA
759
Independent Advisor Alliance
North Carolina
$229K +$212K +1,582 New
Fuller & Thaler Asset Management
760
Fuller & Thaler Asset Management
California
$228K +$205K +1,525 +3,177%
CWP
761
Concord Wealth Partners
Virginia
$227K -$9.8K -73 -4%
EP
762
Eudaimonia Partners
Tennessee
$227K +$210K +1,565 New
TA
763
Townsend & Associates
Colorado
$227K +$215K +1,600 New
CCA
764
Cravens & Co Advisors
Tennessee
$226K – – –
YCG
765
Yeomans Consulting Group
Georgia
$226K +$209K +1,556 New
CFD
766
Creative Financial Designs
Indiana
$225K +$1.07K +8 +0.5%
CAM
767
Clark Asset Management
New Hampshire
$224K +$208K +1,545 New
LA
768
Lifeworks Advisors
Michigan
$223K +$207K +1,541 New
PP
769
Patten & Patten
Tennessee
$223K – – –
AHC
770
Anderson Hoagland & Co
Missouri
$219K – – –
IWM
771
Integris Wealth Management
California
$218K +$201K +1,500 New
QWM
772
Quaker Wealth Management
New Jersey
$217K -$5.24K -39 -3%
FFA
773
First Foundation Advisors
California
$217K +$201K +1,493 New
WFA
774
WMG Financial Advisors
Tennessee
$216K +$200K +1,492 New
WE
775
Wealth Effects
Massachusetts
$216K +$200K +1,490 New