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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
776
Daymark Wealth Partners
Ohio
$231K +$233K +1,535 New
AHC
777
Anderson Hoagland & Co
Missouri
$231K
BFS
778
Bradley Foster & Sargent
Connecticut
$229K +$24.4K +161 +12%
WE
779
Wealth Effects
Massachusetts
$228K +$1.52K +10 +0.7%
IWM
780
Integris Wealth Management
California
$226K
CWP
781
Concord Wealth Partners
Virginia
$225K -$15.3K -101 -6%
AC
782
Abbrea Capital
California
$225K
DW
783
Dodds Wealth
Colorado
$224K
JWM
784
JPL Wealth Management
Colorado
$224K
EWM
785
Endowment Wealth Management
Wisconsin
$222K -$1.06K -7 -0.5%
TCM
786
TruNorth Capital Management
Michigan
$221K
RCA
787
Ranch Capital Advisors
Florida
$220K -$34.1K -225 -13%
SRC
788
Sage Rhino Capital
California
$220K +$19.7K +130 +10%
B
789
Bailard
California
$215K
PGA
790
Portland Global Advisors
Maine
$214K
CCA
791
Clarity Capital Advisors
Florida
$213K +$5.46K +36 +3%
DT
792
Diversified Trust
Tennessee
$212K -$386K -2,545 -64%
TF
793
Theory Financial
Colorado
$212K
SIMG
794
Sonora Investment Management Group
Arizona
$211K
FFA
795
First Foundation Advisors
California
$211K
Vanguard Personalized Indexing Management
796
Vanguard Personalized Indexing Management
California
$211K +$212K +1,400 New
GWP
797
Gen-Wealth Partners
Michigan
$210K
SFS
798
Summit Financial Strategies
Ohio
$210K +$303 +2 +0.1%
CA
799
Crane Advisory
California
$210K
GAM
800
Gemmer Asset Management
California
$210K