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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
926
MGB Wealth Management
Texas
$183K -$108K -683 -38%
Allspring Global Investments
927
Allspring Global Investments
North Carolina
$179K -$4.91K -31 -3%
BCWM
928
Bartlett & Co Wealth Management
Ohio
$178K +$4.91K +31 +3%
JGIA
929
Jackson Grant Investment Advisers
Connecticut
$174K -$1.74K -11 -1%
HPC
930
HM Payson & Co
Maine
$167K
GA
931
GoalVest Advisory
New York
$165K +$79.8K +504 +101%
FPB
932
First PREMIER Bank
South Dakota
$161K
LFG
933
Larson Financial Group
Missouri
$157K -$9.34K -59 -6%
BlackRock
934
BlackRock
New York
$155K -$83.1K -525 -36%
CWM
935
Centricity Wealth Management
Ohio
$153K
FP
936
Financial Perspectives
Minnesota
$153K -$3.48K -22 -2%
GWS
937
Greykasell Wealth Strategies
California
$151K
AGWCA
938
Annis Gardner Whiting Capital Advisors
Florida
$151K
OWA
939
Opal Wealth Advisors
New York
$150K +$17.6K +111 +14%
NRC
940
New Republic Capital
North Carolina
$142K -$55.4K -350 -29%
BCMLT
941
Beacon Capital Management LLC (Tennessee)
Tennessee
$142K -$29.1K -184 -18%
PWMG
942
Private Wealth Management Group
New Jersey
$135K
SL
943
Salomon & Ludwin
Virginia
$127K -$3.17K -20 -3%
PWA
944
Physician Wealth Advisors
Utah
$126K
MPCG
945
Matrix Private Capital Group
New York
$124K +$9.5K +60 +9%
ADL
946
Asset Dedication LLC
California
$121K
CFFP
947
Center for Financial Planning
Michigan
$121K
DJSG
948
D.J. St. Germain
Massachusetts
$118K +$633 +4 +0.6%
SMA
949
Sage Mountain Advisors
Georgia
$117K
HIW
950
Holos Integrated Wealth
Pennsylvania
$117K