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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
876
Orleans Capital Management
Louisiana
$309K – – –
WIA
877
Wetzel Investment Advisors
Indiana
$309K +$88.2K +472 +39%
TW
878
Towerpoint Wealth
California
$305K -$32.9K -176 -10%
RC
879
Roundview Capital
New Jersey
$304K +$44.1K +236 +17%
CFP
880
Comprehensive Financial Planning
Pennsylvania
$303K +$1.31K +7 +0.4%
WE
881
Wealth Effects
Massachusetts
$303K +$5.04K +27 +2%
AFC
882
Ares Financial Consulting
California
$301K +$187 +1 +0.1%
PCM
883
Prospera Capital Management
Arizona
$301K – – –
WP
884
Wealthspan Partners
Iowa
$300K +$25.2K +135 +9%
Envestnet Portfolio Solutions
885
Envestnet Portfolio Solutions
Illinois
$300K -$240K -1,284 -44%
SFG
886
Snider Financial Group
Washington
$300K -$20.4K -109 -6%
BPFA
887
Barnes Pettey Financial Advisors
Mississippi
$298K +$3.92K +21 +1%
MSWM
888
McGlone Suttner Wealth Management
Wisconsin
$296K -$46K -246 -13%
PVI
889
Pine Valley Investments
New Jersey
$291K +$374 +2 +0.1%
LWM
890
Lodestone Wealth Management
Washington
$291K – – –
TC
891
Trilogy Capital
California
$288K +$45.8K +245 +19%
CCA
892
Cravens & Co Advisors
Tennessee
$287K – – –
KCM
893
Kornitzer Capital Management
Kansas
$287K – – –
DWP
894
Daymark Wealth Partners
Ohio
$287K +$1.31K +7 +0.5%
CWM
895
Cadence Wealth Management
Massachusetts
$286K -$47.1K -252 -14%
HIC
896
Holderness Investments Company
North Carolina
$284K -$140K -750 -33%
GSWM
897
Golden State Wealth Management
California
$282K -$14.2K -76 -5%
BFA
898
Brown Financial Advisory
Alabama
$281K – – –
SAM
899
Silvercrest Asset Management
New York
$281K -$2.8K -15 -1%
FWMP
900
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$281K – – –