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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
776
RGT Wealth Advisors
Texas
$47K -$10.3K -70 -18%
KA
777
Kozak & Associates
Colorado
$47K – – –
TWA
778
TCI Wealth Advisors
Arizona
$46K +$2.94K +20 +7%
TWM
779
Tradition Wealth Management
Minnesota
$45K – – –
GI
780
Gradient Investments
Minnesota
$42K -$19.9K -135 -32%
DHGWA
781
Dixon Hughes Goodman Wealth Advisors
North Carolina
$41K – – –
RWM
782
Raffa Wealth Management
District of Columbia
$40.5K +$147 +1 +0.4%
ACA
783
Aptus Capital Advisors
Alabama
$39K – – –
PC
784
Pecaut & Co
Iowa
$39K +$1.76K +12 +5%
COCM
785
Charter Oak Capital Management
New Hampshire
$38K -$3.24K -22 -8%
WT
786
Washington Trust
Rhode Island
$38K +$882 +6 +2%
FF
787
FourThought Financial
Florida
$38K +$36.2K +246 +2,236%
GWSG
788
GPS Wealth Strategies Group
Colorado
$35K – – –
TFS
789
TrustCore Financial Services
Tennessee
$34K – – –
WFA
790
West Financial Advisors
Iowa
$33K – – –
RPCA
791
Running Point Capital Advisors
California
$33K +$11.8K +80 +58%
IRAG
792
Investment Research & Advisory Group
Georgia
$33K +$32.5K +221 New
BAM
793
Baldrige Asset Management
Pennsylvania
$31K – – –
PIP
794
Peachtree Investment Partners
Florida
$30K – – –
AP
795
Atwood & Palmer
Missouri
$29K – – –
BFC
796
Bedel Financial Consulting
Indiana
$29K +$11.2K +76 +64%
TFP
797
Tilia Fiduciary Partners
North Carolina
$28K – – –
SMA
798
Sage Mountain Advisors
Georgia
$27K – – –
EWM
799
Evermay Wealth Management
Virginia
$26K – – –
MFA
800
Morling Financial Advisors
California
$26K – – –