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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFP
926
Freedom Financial Partners
Minnesota
$202K +$197K +1,157 New
4WM
927
49 Wealth Management
Texas
$202K +$197K +1,156 New
CTA
928
Colonial Trust Advisors
South Carolina
$201K -$13.1K -77 -6%
BFS
929
Bradley Foster & Sargent
Connecticut
$201K -$21.8K -128 -10%
CNBT
930
Cornerstone National Bank & Trust
Illinois
$198K – – –
MA
931
Montag & Associates
Georgia
$197K – – –
CWP
932
Concord Wealth Partners
Virginia
$196K -$33.2K -195 -15%
MWM
933
MGB Wealth Management
Texas
$194K – – –
SAM
934
Smartleaf Asset Management
Massachusetts
$190K -$22.1K -130 -11%
VWA
935
VSM Wealth Advisory
Maryland
$187K -$57.3K -337 -24%
Allspring Global Investments
936
Allspring Global Investments
North Carolina
$186K -$1.36K -8 -0.7%
JGIA
937
Jackson Grant Investment Advisers
Connecticut
$186K +$1.02K +6 +0.6%
BCWM
938
Bartlett & Co Wealth Management
Ohio
$179K -$9.36K -55 -5%
HPC
939
HM Payson & Co
Maine
$177K – – –
GA
940
GoalVest Advisory
New York
$175K – – –
HFS
941
Horizon Financial Services
North Carolina
$174K +$67.5K +397 +66%
FPB
942
First PREMIER Bank
South Dakota
$171K – – –
FP
943
Financial Perspectives
Minnesota
$162K – – –
GWS
944
Greykasell Wealth Strategies
California
$160K – – –
AGWCA
945
Annis Gardner Whiting Capital Advisors
Florida
$160K – – –
LFG
946
Larson Financial Group
Missouri
$159K -$6.98K -41 -4%
CFG
947
Chapman Financial Group
Hawaii
$155K -$49K -288 -24%
BTI
948
Blue Trust Inc
Georgia
$152K +$28.1K +165 +23%
PAM
949
Palisade Asset Management
Minnesota
$150K +$146K +860 New
CPG
950
Cornerstone Planning Group
New Jersey
$149K -$31.3K -184 -10%