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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWMG
751
Levy Wealth Management Group
Pennsylvania
$250K -$1.67K -11 -0.7%
FFL
752
Financial Freedom LLC
Ohio
$249K -$282K -1,856 -53%
HGERS
753
Householder Group Estate & Retirement Specialist
Arizona
$249K -$7.89K -52 -3%
IA
754
IFG Advisory
Georgia
$249K +$251K +1,652 New
LC
755
Lindbrook Capital
California
$248K
BWL
756
Bogart Wealth LLC
Virginia
$248K -$30.5K -201 -11%
RFA
757
Resurgent Financial Advisors
Georgia
$247K +$250K +1,645 New
VVP
758
Venture Visionary Partners
Ohio
$244K
BW
759
BIP Wealth
Georgia
$243K +$5.16K +34 +2%
KCM
760
Kennicott Capital Management
California
$241K -$48.1K -317 -17%
CT
761
Caldwell Trust
Florida
$240K -$8.35K -55 -3%
CRC
762
Curi RMB Capital
Illinois
$240K
WCAMG
763
Woodard & Company Asset Management Group
North Carolina
$240K +$26.9K +177 +12%
CA
764
CGN Advisors
Kansas
$240K -$38.4K -253 -14%
SBIA
765
Sheaff Brock Investment Advisors
Indiana
$239K -$30.3K -200 -11%
BPFA
766
Barnes Pettey Financial Advisors
Mississippi
$237K +$239K +1,578 New
LNWWM
767
Laird Norton Wetherby Wealth Management
California
$236K -$268K -1,769 -53%
YIH
768
Y-Intercept (HK)
Hong Kong
$236K +$238K +1,568 New
SWRP
769
Summit Wealth & Retirement Planning
California
$236K
CCA
770
Cravens & Co Advisors
Tennessee
$235K
CFD
771
Creative Financial Designs
Indiana
$235K
KCM
772
Kornitzer Capital Management
Kansas
$234K
CAM
773
Clark Asset Management
New Hampshire
$233K +$1.06K +7 +0.5%
S
774
Sachetta
Massachusetts
$232K +$28.1K +185 +15%
Fuller & Thaler Asset Management
775
Fuller & Thaler Asset Management
California
$232K