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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
751
Fedenia Advisers
Wisconsin
$460K – – –
SG
752
StoneX Group
New York
$460K -$249K -1,334 -35%
WWM
753
Western Wealth Management
Colorado
$460K +$934 +5 +0.2%
Fuller & Thaler Asset Management
754
Fuller & Thaler Asset Management
California
$459K -$897K -4,800 -66%
USCWA
755
U.S. Capital Wealth Advisors
Texas
$455K +$560 +3 +0.1%
EWP
756
Elevation Wealth Partners
California
$454K -$16.3K -87 -3%
AC
757
AlphaCore Capital
California
$454K -$299K -1,601 -39%
FLPIM
758
F.L. Putnam Investment Management
Massachusetts
$452K – – –
Bessemer Group
759
Bessemer Group
New Jersey
$451K +$55.9K +299 +14%
WLPWM
760
Walled Lake Planning & Wealth Management
Illinois
$450K – – –
TWP
761
Tyche Wealth Partners
Texas
$446K – – –
LSPW
762
Lake Street Private Wealth
Illinois
$446K +$187 +1 +0%
B
763
Bailard
California
$445K – – –
RCAG
764
Rehmann Capital Advisory Group
Michigan
$445K -$220K -1,175 -33%
FCH
765
Freestone Capital Holdings
Washington
$444K -$11.4K -61 -2%
MWM
766
Mission Wealth Management
California
$441K -$10.3K -55 -2%
BI
767
Beckerman Institutional
New Jersey
$440K – – –
GS
768
GWN Securities
Florida
$439K +$5.61K +30 +1%
BCG
769
Breakwater Capital Group
New Jersey
$437K +$32.9K +176 +8%
BFG
770
Beacon Financial Group
Texas
$437K – – –
BWP
771
Balboa Wealth Partners
Arizona
$433K -$22.2K -119 -5%
BWM
772
Blossom Wealth Management
California
$431K +$437K +2,339 New
CA
773
CoreCap Advisors
Michigan
$429K +$163K +870 +60%
CPRPA
774
Cerity Partners Retirement Plan Advisors
New York
$428K +$439K +2,348 New
BOM
775
Bank of Marin
California
$423K -$26.3K -141 -6%