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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
901
AlphaCore Capital
California
$187K +$190K +1,163 New
CNBT
902
Cornerstone National Bank & Trust
Illinois
$182K
MA
903
Montag & Associates
Georgia
$181K
Allspring Global Investments
904
Allspring Global Investments
North Carolina
$178K -$287K -1,757 -61%
1NWS
905
1 North Wealth Services
Maryland
$174K +$177K +1,081 New
JGIA
906
Jackson Grant Investment Advisers
Connecticut
$172K +$1.14K +7 +0.7%
BCMLT
907
Beacon Capital Management LLC (Tennessee)
Tennessee
$168K +$60K +367 +54%
BCWM
908
Bartlett & Co Wealth Management
Ohio
$168K
HPC
909
HM Payson & Co
Maine
$163K -$281K -1,717 -63%
LFG
910
Larson Financial Group
Missouri
$163K +$817 +5 +0.5%
FPB
911
First PREMIER Bank
South Dakota
$157K
FP
912
Financial Perspectives
Minnesota
$153K
CWM
913
Centricity Wealth Management
Ohio
$149K +$47.9K +293 +46%
GWS
914
Greykasell Wealth Strategies
California
$148K +$150K +919 New
AGWCA
915
Annis Gardner Whiting Capital Advisors
Florida
$147K
PWMG
916
Private Wealth Management Group
New Jersey
$132K
AAG
917
Armstrong Advisory Group
Massachusetts
$129K
OWA
918
Opal Wealth Advisors
New York
$128K +$131K +799 New
SL
919
Salomon & Ludwin
Virginia
$126K -$6.54K -40 -5%
PWA
920
Physician Wealth Advisors
Utah
$123K
LFA
921
LGT Financial Advisors
Texas
$121K -$29.3K -179 -19%
ADL
922
Asset Dedication LLC
California
$118K
CFFP
923
Center for Financial Planning
Michigan
$118K
DJSG
924
D.J. St. Germain
Massachusetts
$115K
SMA
925
Sage Mountain Advisors
Georgia
$114K -$2.29K -14 -2%