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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
851
Towerpoint Wealth
California
$325K -$3.15K -18 -1%
RPC
852
Rossmore Private Capital
Connecticut
$324K +$298K +1,704 +1,363%
VP
853
Verum Partners
North Carolina
$324K
VFA
854
Valeo Financial Advisors
Indiana
$324K +$2.63K +15 +0.8%
NRI
855
NFP Retirement Inc
California
$323K +$319K +1,821 New
LWMI
856
Legacy Wealth Management (Idaho)
Idaho
$322K +$268K +1,533 +546%
CWM
857
Cadence Wealth Management
Massachusetts
$320K -$206K -1,175 -39%
TGAM
858
TBH Global Asset Management
Tennessee
$320K +$193K +1,105 New
BW
859
BIP Wealth
Georgia
$319K
M&T Bank
860
M&T Bank
New York
$317K +$53.6K +306 +21%
SW
861
SkyOak Wealth
Michigan
$317K
RPGK
862
Retirement Planning Group (Kansas)
Kansas
$316K +$10.7K +61 +4%
KCM
863
Kennedy Capital Management
Missouri
$315K -$1.27M -7,240 -80%
CIA
864
Capital Investment Advisors
Georgia
$315K +$60.9K +348 +24%
GT
865
Greenleaf Trust
Michigan
$314K +$310K +1,769 New
EFG
866
Ethos Financial Group
Pennsylvania
$313K
AWM
867
Ameliora Wealth Management
Switzerland
$310K
SFG
868
Snider Financial Group
Washington
$308K -$86.3K -493 -22%
AWM
869
Accurate Wealth Management
Florida
$306K +$9.63K +55 +3%
BFPW
870
BOK Financial Private Wealth
Colorado
$304K +$51.6K +295 +21%
YCG
871
Yeomans Consulting Group
Georgia
$304K +$300K +1,713 New
AIM
872
Advyzon Investment Management
Illinois
$303K +$62.1K +355 +26%
QWM
873
Quadcap Wealth Management
Texas
$303K +$175 +1 +0.1%
SA
874
Sovran Advisors
California
$301K -$12.3K -70 -4%
VVP
875
Venture Visionary Partners
Ohio
$299K +$2.98K +17 +1%