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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WE
776
Wealth Effects
Massachusetts
$216K +$200K +1,490 New
ACI
777
Alpha Cubed Investments
California
$215K +$200K +1,486 New
AC
778
Abbrea Capital
California
$215K +$200K +1,486 New
WCAMG
779
Woodard & Company Asset Management Group
North Carolina
$214K -$34.1K -254 -15%
EWM
780
Endowment Wealth Management
Wisconsin
$213K +$197K +1,467 New
AAS
781
Asset Allocation Strategies
Michigan
$211K +$195K +1,454 New
WIC
782
Woodmont Investment Counsel
Tennessee
$210K +$195K +1,449 New
SFS
783
Summit Financial Strategies
Ohio
$210K +$194K +1,446 New
CGA
784
Crescent Grove Advisors
Illinois
$209K +$194K +1,441 New
SFP
785
Shepherd Financial Partners
Massachusetts
$208K +$192K +1,433 New
DW
786
Dodds Wealth
Colorado
$207K +$192K +1,430 New
B
787
Bailard
California
$207K -$45K -335 -19%
UAG
788
United Advisor Group
Ohio
$205K +$189K +1,410 New
OPPS
789
Obsidian Personal Planning Solutions
Maryland
$204K +$189K +1,409 New
TF
790
Theory Financial
Colorado
$204K +$189K +1,406 New
CA
791
Crane Advisory
California
$203K +$190K +1,412 New
TDC
792
Thompson Davis & Co
Virginia
$203K +$188K +1,400 New
LFG
793
Larson Financial Group
Missouri
$202K -$15.7K -117 -8%
FPCG
794
Fort Pitt Capital Group
Pennsylvania
$202K +$187K +1,394 New
Bessemer Group
795
Bessemer Group
New Jersey
$202K
KCM
796
Kornitzer Capital Management
Kansas
$201K +$186K +1,387 New
WI
797
Wintrust Investments
Illinois
$201K +$186K +1,384 New
BAG
798
Bridgewealth Advisory Group
California
$200K +$185K +1,379 New
PFBT
799
Parkside Financial Bank & Trust
Missouri
$199K
WFA
800
Wells Financial Advisors
Massachusetts
$195K