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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
901
West Financial Advisors
Iowa
$32.8K – – –
GWANC
902
Guardian Wealth Advisors (North Carolina)
North Carolina
$32K -$6.53K -43 -17%
GM
903
GeoWealth Management
Illinois
$32K +$32.3K +213 New
PWMG
904
Prestige Wealth Management Group
New Jersey
$31.8K – – –
WPA
905
West Paces Advisors
Georgia
$30.1K -$30.3K -200 -50%
PIP
906
Peachtree Investment Partners
Florida
$29.8K – – –
CP
907
Castleview Partners
Texas
$29.6K – – –
WBC
908
West Branch Capital
Massachusetts
$29.2K – – –
FGAM
909
Financial Gravity Asset Management
Texas
$28.7K -$17.8K -117 -38%
GWMI
910
Guardian Wealth Management (Illinois)
Illinois
$24.7K – – –
Simplex Trading
911
Simplex Trading
Illinois
$22K +$22.6K +149 New
AA
912
Addison Advisors
Vermont
$22K -$2.58K -17 -10%
PCMC
913
Private Capital Management (Colorado)
Colorado
$20K – – –
VCM
914
Versant Capital Management
Arizona
$19.9K – – –
GTAM
915
Global Trust Asset Management
Florida
$19.4K – – –
SWC
916
Spectrum Wealth Counsel
Indiana
$18.7K +$18.8K +124 New
ME
917
McIlrath & Eck
Washington
$18.5K – – –
BBPWM
918
Blue Bell Private Wealth Management
Pennsylvania
$18.5K +$5.62K +37 +43%
APC
919
Aspire Private Capital
North Carolina
$18.2K – – –
NS
920
NBC Securities
Alabama
$17K – – –
Kayne Anderson Rudnick Investment Management
921
Kayne Anderson Rudnick Investment Management
California
$16.3K +$3.34K +22 +26%
SIS
922
Sound Income Strategies
Florida
$16.1K -$21.9K -144 -57%
GWSA
923
Global Wealth Strategies & Associates
Colorado
$16.1K -$7.74K -51 -32%
MIM
924
MTM Investment Management
South Carolina
$16.1K – – –
WIM
925
Westside Investment Management
California
$15.8K +$11.5K +76 +262%