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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
876
Towerpoint Wealth
California
$327K – – –
WE
877
Wealth Effects
Massachusetts
$327K +$2.13K +11 +0.7%
CFP
878
Comprehensive Financial Planning
Pennsylvania
$326K +$1.35K +7 +0.4%
PCM
879
Prospera Capital Management
Arizona
$326K – – –
BPFA
880
Barnes Pettey Financial Advisors
Mississippi
$325K +$5.22K +27 +2%
SWA
881
Sax Wealth Advisors
New Jersey
$323K +$340K +1,755 New
AFC
882
Ares Financial Consulting
California
$322K – – –
BFPW
883
BOK Financial Private Wealth
Colorado
$318K -$20.1K -104 -6%
MSWM
884
McGlone Suttner Wealth Management
Wisconsin
$317K – – –
PVI
885
Pine Valley Investments
New Jersey
$317K +$4.64K +24 +2%
LNWTC
886
Laird Norton Wetherby Trust Company
Washington
$317K +$310K +1,603 New
SL
887
Summitry LLC
California
$316K +$310K +1,600 New
CCG
888
Cypress Capital Group
Florida
$315K +$308K +1,592 New
JSA
889
Jim Saulnier & Associates
Colorado
$314K +$92.9K +480 +43%
AWM
890
Apollon Wealth Management
South Carolina
$313K -$90.9K -470 -23%
LWM
891
Lodestone Wealth Management
Washington
$311K -$193 -1 -0.1%
CCA
892
Cravens & Co Advisors
Tennessee
$308K – – –
PFWA
893
Paces Ferry Wealth Advisors
Georgia
$308K +$16.8K +87 +6%
KCM
894
Kornitzer Capital Management
Kansas
$307K – – –
SEI Investments
895
SEI Investments
Pennsylvania
$303K +$55.1K +285 +23%
GSWM
896
Golden State Wealth Management
California
$303K +$387 +2 +0.1%
FWMP
897
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$301K – – –
SAM
898
Silvercrest Asset Management
New York
$301K – – –
PPW
899
Parcion Private Wealth
Washington
$300K -$572K -2,955 -66%
MWP
900
Meriwether Wealth & Planning
Louisiana
$299K +$21.1K +109 +8%