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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
876
Grey Fox Wealth Advisors
Delaware
$298K -$17.2K -98 -6%
OFI
877
Outbound Financial Inc
Colorado
$298K
OCM
878
Orleans Capital Management
Louisiana
$297K
LTI
879
Laffer Tengler Investments
Tennessee
$295K
Mawer Investment Management
880
Mawer Investment Management
Alberta, Canada
$294K +$290K +1,657 New
BPW
881
BlueDoor Private Wealth
Massachusetts
$293K +$289K +1,653 New
CFP
882
Comprehensive Financial Planning
Pennsylvania
$290K +$2.45K +14 +0.9%
PCM
883
Prospera Capital Management
Arizona
$289K
AFC
884
Ares Financial Consulting
California
$289K +$285K +1,630 New
EFG
885
Everest Financial Group
Minnesota
$289K +$285K +1,630 New
LFA
886
Legacy Financial Advisors
Kentucky
$287K -$2.8K -16 -1%
WE
887
Wealth Effects
Massachusetts
$286K +$4.03K +23 +1%
CCA
888
Cravens & Co Advisors
Tennessee
$286K
CA
889
Calton & Associates
Florida
$285K -$43.4K -248 -13%
GSWM
890
Golden State Wealth Management
California
$285K -$11K -63 -4%
BPFA
891
Barnes Pettey Financial Advisors
Mississippi
$283K -$60.7K -347 -18%
Fisher Asset Management
892
Fisher Asset Management
Washington
$283K +$279K +1,594 New
PVI
893
Pine Valley Investments
New Jersey
$280K -$2.27K -13 -0.8%
LWM
894
Lodestone Wealth Management
Washington
$280K +$11.2K +64 +4%
SWRP
895
Summit Wealth & Retirement Planning
California
$278K
KCM
896
Kornitzer Capital Management
Kansas
$276K
HCM
897
Howard Capital Management
Georgia
$276K +$272K +1,554 New
SAW
898
Signal Advisors Wealth
Michigan
$275K +$272K +1,553 New
DWP
899
Daymark Wealth Partners
Ohio
$275K +$2.27K +13 +0.8%
PWAM
900
Private Wealth Asset Management
Iowa
$274K