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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
851
Capital Investment Advisory Services
North Carolina
$346K -$7.29K -39 -2%
CMMS
852
Comprehensive Money Management Services
Florida
$344K – – –
TFGT
853
TS Financial Group (TSFG)
Illinois
$342K – – –
Deutsche Bank
854
Deutsche Bank
Germany
$342K -$38.3K -205 -10%
HIA
855
HTG Investment Advisors
Connecticut
$341K – – –
BW
856
BIP Wealth
Georgia
$340K +$8.78K +47 +3%
AP
857
Atwood & Palmer
Missouri
$337K +$342K +1,831 New
RPC
858
Rossmore Private Capital
Connecticut
$337K – – –
CFD
859
Creative Financial Designs
Indiana
$337K +$91.5K +490 +37%
VP
860
Verum Partners
North Carolina
$336K – – –
LWM
861
LongView Wealth Management
Georgia
$334K -$107K -575 -25%
SW
862
SkyOak Wealth
Michigan
$329K – – –
GC
863
Guidance Capital
Kentucky
$327K +$315K +1,687 New
EFG
864
Ethos Financial Group
Pennsylvania
$325K – – –
AWM
865
Ameliora Wealth Management
Switzerland
$322K – – –
CIA
866
Capital Investment Advisors
Georgia
$319K -$8.22K -44 -2%
BFPW
867
BOK Financial Private Wealth
Colorado
$316K – – –
QWM
868
Quadcap Wealth Management
Texas
$315K – – –
SA
869
Sovran Advisors
California
$314K -$1.68K -9 -0.6%
SCI
870
Silver Coast Investments
United States
$314K +$318K +1,703 New
OHIS
871
Oak Harvest Investment Services
Texas
$313K +$318K +1,701 New
VVP
872
Venture Visionary Partners
Ohio
$312K +$1.68K +9 +0.5%
LW
873
Livet Wealth
Utah
$310K -$280K -1,497 -47%
PWM
874
Paulson Wealth Management
Illinois
$309K -$95.5K -511 -23%
OFI
875
Outbound Financial Inc
Colorado
$309K – – –