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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPW
826
MASECO Private Wealth
$389K – – –
FB
827
Finward Bancorp
Indiana
$388K – – –
IDA
828
Intelligence Driven Advisers
California
$387K +$1.74K +9 +0.5%
Envestnet Portfolio Solutions
829
Envestnet Portfolio Solutions
Illinois
$387K +$63.5K +328 +20%
NRI
830
NFP Retirement Inc
California
$387K +$112K +580 +42%
HWA
831
Heritage Wealth Advisors
Virginia
$385K – – –
MFG
832
Mosaic Financial Group
Illinois
$384K -$35.6K -184 -9%
LIWM
833
Long Island Wealth Management
New York
$384K – – –
LTL
834
Lowery Thomas LLC
California
$382K +$1.74K +9 +0.5%
OFI
835
Outbound Financial Inc
Colorado
$382K +$48.9K +253 +15%
TA
836
Townsend & Associates
Colorado
$380K – – –
CMMS
837
Comprehensive Money Management Services
Florida
$378K +$9.67K +50 +3%
SA
838
Sovran Advisors
California
$377K +$39.5K +204 +13%
TI
839
Truepoint Inc
Ohio
$375K -$349K -1,806 -49%
BFO
840
Biltmore Family Office
North Carolina
$375K – – –
GA
841
Greenspring Advisors
Maryland
$375K – – –
WP
842
Wealthspan Partners
Iowa
$374K +$50.5K +261 +16%
CGFA
843
Colton Groome Financial Advisors
North Carolina
$372K +$364K +1,882 New
LA
844
LWM Advisors
California
$371K -$7.54K -39 -2%
CA
845
COFG Advisors
Illinois
$371K +$363K +1,877 New
WFPG
846
Waller Financial Planning Group
Ohio
$369K -$67.1K -347 -16%
TFGT
847
TS Financial Group (TSFG)
Illinois
$367K +$193 +1 +0.1%
DWT
848
Dorsey & Whitney Trust
South Dakota
$367K -$4.64K -24 -1%
Deutsche Bank
849
Deutsche Bank
Germany
$367K – – –
HIA
850
HTG Investment Advisors
Connecticut
$366K – – –