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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
751
Lion Street Advisors
Texas
$251K
CWP
752
Concord Wealth Partners
Virginia
$249K +$5.14K +35 +2%
CRC
753
Curi RMB Capital
Illinois
$249K +$234K +1,597 New
BW
754
BIP Wealth
Georgia
$247K
PCFFS
755
Pacific Center for Financial Services
California
$246K -$29.2K -199 -11%
SWRP
756
Summit Wealth & Retirement Planning
California
$244K +$230K +1,567 New
CCA
757
Cravens & Co Advisors
Tennessee
$243K
CFD
758
Creative Financial Designs
Indiana
$243K +$734 +5 +0.3%
Russell Investments Group
759
Russell Investments Group
United Kingdom
$243K +$228K +1,556 New
KCM
760
Kornitzer Capital Management
Kansas
$243K +$24.8K +169 +12%
LWMG
761
Levy Wealth Management Group
Pennsylvania
$243K
CAM
762
Clark Asset Management
New Hampshire
$241K
TA
763
Townsend & Associates
Colorado
$240K
Fuller & Thaler Asset Management
764
Fuller & Thaler Asset Management
California
$240K -$4.7K -32 -2%
FIA
765
Foundations Investment Advisors
Arizona
$235K -$416K -2,833 -65%
WE
766
Wealth Effects
Massachusetts
$235K +$2.5K +17 +1%
IWM
767
Integris Wealth Management
California
$234K
AHC
768
Anderson Hoagland & Co
Missouri
$234K
QWM
769
Quaker Wealth Management
New Jersey
$233K +$147 +1 +0.1%
DW
770
Dodds Wealth
Colorado
$233K +$9.84K +67 +5%
AC
771
Abbrea Capital
California
$232K
JWM
772
JPL Wealth Management
Colorado
$232K +$218K +1,487 New
EWM
773
Endowment Wealth Management
Wisconsin
$231K +$2.06K +14 +1%
HWP
774
Hibernia Wealth Partners
Louisiana
$230K +$216K +1,472 New
TCM
775
TruNorth Capital Management
Michigan
$230K +$216K +1,472 New