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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
776
LMG Wealth Partners
Louisiana
$396K +$4.03K +23 +1%
DWP
777
Destiny Wealth Partners
Florida
$396K – – –
NC
778
North Capital
Utah
$395K +$3.85K +22 +1%
FPCG
779
Forum Private Client Group
Indiana
$395K – – –
OWA
780
Octavia Wealth Advisors
Ohio
$395K -$60.9K -348 -14%
SWM
781
SeaCrest Wealth Management
New York
$394K -$7.88K -45 -2%
KA
782
Klingman & Associates
New York
$392K – – –
BCG
783
Breakwater Capital Group
New Jersey
$389K +$14.4K +82 +4%
BCA
784
Bay Colony Advisors
Massachusetts
$388K -$260K -1,486 -40%
PWM
785
Paulson Wealth Management
Illinois
$388K -$25.6K -146 -6%
RA
786
Range Advisory
Virginia
$388K +$382K +2,185 New
FIC
787
Family Investment Center
Missouri
$385K +$1.75K +10 +0.5%
SC
788
Sierra Capital
Florida
$385K +$875 +5 +0.2%
CCM
789
Compass Capital Management
Minnesota
$385K +$380K +2,170 New
Bessemer Group
790
Bessemer Group
New Jersey
$381K -$62.1K -355 -14%
EBA
791
Eagle Bay Advisors
New York
$381K -$62.1K -355 -14%
MA
792
MCF Advisors
Kentucky
$381K +$31.3K +179 +9%
FFM
793
Forum Financial Management
Illinois
$380K +$47.4K +271 +14%
FCBT
794
First Citizens Bank & Trust
North Carolina
$380K -$16.5K -94 -4%
GCM
795
G2 Capital Management
Ohio
$379K – – –
DG
796
Dala Group
Illinois
$379K +$374K +2,137 New
EHAM
797
Eagle Harbor Asset Management
Washington
$378K -$10.9K -62 -3%
MFG
798
Mosaic Financial Group
Illinois
$377K – – –
RPCA
799
Running Point Capital Advisors
California
$376K – – –
ATI
800
ARK & TLK Investments
Oklahoma
$375K – – –