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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VBWMG
776
Von Berge Wealth Management Group
California
$314K +$843 +5 +0.3%
OAS
777
Optivise Advisory Services
Tennessee
$313K +$1.35K +8 +0.4%
HI
778
Horizon Investments
North Carolina
$313K -$65.8K -390 -17%
RIS
779
Retirement Income Solutions
Michigan
$312K
Bessemer Group
780
Bessemer Group
New Jersey
$312K +$90.2K +535 +38%
CPG
781
Cornerstone Planning Group
New Jersey
$312K -$269K -1,595 -46%
LB
782
Legacy Bridge
Iowa
$311K
MCCP
783
Mission Creek Capital Partners
California
$311K -$18.2K -108 -5%
TW
784
Towerpoint Wealth
California
$309K
FPGK
785
Financial Partners Group (Kansas)
Kansas
$308K +$322K +1,906 New
SG
786
StoneX Group
New York
$307K -$8.27K -49 -3%
BFO
787
Biltmore Family Office
North Carolina
$307K
WA
788
Wealthstream Advisors
New York
$307K +$169 +1 +0.1%
BW
789
BIP Wealth
Georgia
$306K +$8.94K +53 +3%
SA
790
Sovran Advisors
California
$305K +$317K +1,878 New
FB
791
Finward Bancorp
Indiana
$302K +$315K +1,867 New
VWM
792
Venturi Wealth Management
Texas
$302K
TFGT
793
TS Financial Group (TSFG)
Illinois
$300K +$169 +1 +0.1%
WWM
794
Western Wealth Management
Colorado
$299K -$2.02K -12 -0.6%
SRC
795
Sage Rhino Capital
California
$299K +$31.9K +189 +11%
GAM
796
Gotham Asset Management
New York
$298K +$311K +1,845 New
CCA
797
Criterion Capital Advisors
Tennessee
$298K
PWP
798
Perfromance Wealth Partners
Illinois
$296K
BWM
799
Benchmark Wealth Management
Connecticut
$296K
VP
800
Verum Partners
North Carolina
$295K