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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
776
Global Trust Asset Management
Florida
$12K – – –
M
777
MOTCO
Texas
$11K – – –
National Bank of Canada
778
National Bank of Canada
Quebec, Canada
$11K – – –
CBT
779
Central Bank & Trust
Kentucky
$10K – – –
CAAS
780
Capital Asset Advisory Services
Michigan
$10K +$6.77K +50 +143%
FCAG
781
First Capital Advisors Group
New Jersey
$10K +$11.2K +83 New
MG
782
MilWealth Group
Wisconsin
$9.23K – – –
AIP
783
Ameritas Investment Partners
Nebraska
$9K – – –
CTB
784
Country Trust Bank
Illinois
$8K – – –
HWA
785
HHM Wealth Advisors
Tennessee
$8K – – –
OA
786
Operose Advisors
Wisconsin
$8K – – –
RIA
787
Realta Investment Advisors
Delaware
$8K +$8.39K +62 New
CP
788
Castleview Partners
Texas
$7K -$10.2K -75 -58%
BA
789
Bellwether Advisors
Nebraska
$7K -$7.45K -55 -46%
AF
790
Affiance Financial
Minnesota
$7K – – –
PWMG
791
Prestige Wealth Management Group
New Jersey
$7K +$406 +3 +5%
BBPWM
792
Blue Bell Private Wealth Management
Pennsylvania
$6K – – –
FCMT
793
Founders Capital Management (Texas)
Texas
$6K – – –
HS
794
Horan Securities
United States
$6K – – –
IF
795
Integrity Financial
Wyoming
$6K – – –
TVWM
796
Tower View Wealth Management
Wisconsin
$6K – – –
GA
797
GoalVest Advisory
New York
$6K +$6.77K +50 New
DWA
798
Delos Wealth Advisors
Texas
$6K +$6.9K +51 New
LFA
799
Legend Financial Advisors
Pennsylvania
$5.6K +$6.23K +46 New
CWAF
800
Core Wealth Advisors (Florida)
Florida
$5K – – –