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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
826
Comprehensive Financial Planning
Pennsylvania
$283K +$1.19K +7 +0.4%
SCI
827
Silver Coast Investments
United States
$283K +$31K +182 +13%
FFL
828
Financial Freedom LLC
Ohio
$280K +$510 +3 +0.2%
AWM
829
Accurate Wealth Management
Florida
$280K +$275K +1,618 New
PVI
830
Pine Valley Investments
New Jersey
$278K +$510 +3 +0.2%
WE
831
Wealth Effects
Massachusetts
$278K +$2.38K +14 +0.9%
SWRP
832
Summit Wealth & Retirement Planning
California
$274K
SIMG
833
Sonora Investment Management Group
Arizona
$273K
CCA
834
Cravens & Co Advisors
Tennessee
$272K
KCM
835
Kornitzer Capital Management
Kansas
$272K
PWAM
836
Private Wealth Asset Management
Iowa
$269K -$42.5K -250 -14%
DWP
837
Daymark Wealth Partners
Ohio
$268K +$261K +1,535 New
FWMP
838
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$266K -$11.6K -68 -4%
MPCL
839
My Personal CFO LLC
Washington
$266K +$259K +1,524 New
LWM
840
Lodestone Wealth Management
Washington
$264K +$10K +59 +4%
SAM
841
Silvercrest Asset Management
New York
$263K
QWM
842
Quaker Wealth Management
New Jersey
$262K +$170 +1 +0.1%
IWM
843
Integris Wealth Management
California
$262K
PP
844
Patten & Patten
Tennessee
$262K
DT
845
Diversified Trust
Tennessee
$261K +$5.96K +35 +2%
RRA
846
Round Rock Advisors
Connecticut
$261K -$851 -5 -0.3%
DW
847
Dodds Wealth
Colorado
$260K +$170 +1 +0.1%
JWM
848
JPL Wealth Management
Colorado
$260K
SC
849
Sapient Capital
Indiana
$259K +$6.81K +40 +3%
M&T Bank
850
M&T Bank
New York
$259K