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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
876
Towerpoint Wealth
California
$305K -$32.9K -176 -10%
RC
877
Roundview Capital
New Jersey
$304K +$44.1K +236 +17%
CFP
878
Comprehensive Financial Planning
Pennsylvania
$303K +$1.31K +7 +0.4%
WE
879
Wealth Effects
Massachusetts
$303K +$5.04K +27 +2%
AFC
880
Ares Financial Consulting
California
$301K +$187 +1 +0.1%
PCM
881
Prospera Capital Management
Arizona
$301K
WP
882
Wealthspan Partners
Iowa
$300K +$25.2K +135 +9%
Envestnet Portfolio Solutions
883
Envestnet Portfolio Solutions
Illinois
$300K -$240K -1,284 -44%
SFG
884
Snider Financial Group
Washington
$300K -$20.4K -109 -6%
BPFA
885
Barnes Pettey Financial Advisors
Mississippi
$298K +$3.92K +21 +1%
MSWM
886
McGlone Suttner Wealth Management
Wisconsin
$296K -$46K -246 -13%
PVI
887
Pine Valley Investments
New Jersey
$291K +$374 +2 +0.1%
LWM
888
Lodestone Wealth Management
Washington
$291K
TC
889
Trilogy Capital
California
$288K +$45.8K +245 +19%
CCA
890
Cravens & Co Advisors
Tennessee
$287K
KCM
891
Kornitzer Capital Management
Kansas
$287K
DWP
892
Daymark Wealth Partners
Ohio
$287K +$1.31K +7 +0.5%
CWM
893
Cadence Wealth Management
Massachusetts
$286K -$47.1K -252 -14%
HIC
894
Holderness Investments Company
North Carolina
$284K -$140K -750 -33%
GSWM
895
Golden State Wealth Management
California
$282K -$14.2K -76 -5%
BFA
896
Brown Financial Advisory
Alabama
$281K
SAM
897
Silvercrest Asset Management
New York
$281K -$2.8K -15 -1%
FWMP
898
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$281K
QWM
899
Quaker Wealth Management
New Jersey
$279K +$187 +1 +0.1%
TAM
900
Titleist Asset Management
Texas
$277K +$30.1K +161 +12%