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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
851
Clarity Capital Advisors
Florida
$241K +$3.88K +23 +2%
FFM
852
Forum Financial Management
Illinois
$241K +$14.8K +88 +6%
JWM
853
JPL Wealth Management
Colorado
$241K +$251K +1,487 New
TCM
854
TruNorth Capital Management
Michigan
$238K
LA
855
LWM Advisors
California
$238K +$248K +1,472 New
FWI
856
Facet Wealth Inc
Maryland
$238K -$204K -1,208 -46%
CT
857
Coastline Trust
Rhode Island
$236K
MAS
858
Meeder Advisory Services
Ohio
$236K +$246K +1,457 New
LWM
859
Lodestone Wealth Management
Washington
$235K
S
860
Sachetta
Massachusetts
$233K -$2.7K -16 -1%
KCM
861
Kennicott Capital Management
California
$233K -$27K -160 -10%
PA
862
Parallel Advisors
California
$232K
B
863
Bailard
California
$231K
BlackRock
864
BlackRock
New York
$231K +$224K +1,330 +1,343%
PIA
865
Panoramic Investment Advisors
Colorado
$231K +$14K +83 +6%
BFPW
866
BOK Financial Private Wealth
Colorado
$230K
CA
867
Crane Advisory
California
$229K
AIM
868
Archer Investment Management
Texas
$228K +$238K +1,412 New
GAM
869
Gemmer Asset Management
California
$228K +$1.18K +7 +0.5%
GWM
870
GDS Wealth Management
Texas
$228K
VWA
871
VSM Wealth Advisory
Maryland
$228K +$237K +1,407 New
TF
872
Theory Financial
Colorado
$227K
FFA
873
First Foundation Advisors
California
$226K
SFP
874
Shepherd Financial Partners
Massachusetts
$224K -$1.69K -10 -0.7%
NC
875
NewSquare Capital
Pennsylvania
$224K +$230K +1,364 +6,820%