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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
951
Castleview Partners
Texas
$33K – – –
WBC
952
West Branch Capital
Massachusetts
$32.5K – – –
FGC
953
Financial Gravity Companies
Texas
$32K +$30.4K +191 New
PCMC
954
Planning Capital Management Corporation
Pennsylvania
$29.2K +$27.7K +174 New
SIS
955
Sound Income Strategies
Florida
$26K +$7.63K +48 +45%
PCMC
956
Private Capital Management (Colorado)
Colorado
$24.6K +$2.23K +14 +11%
AA
957
Addison Advisors
Vermont
$24.5K – – –
WI
958
Wintrust Investments
Illinois
$23K -$199K -1,249 -90%
VCM
959
Versant Capital Management
Arizona
$22.1K – – –
GTAM
960
Global Trust Asset Management
Florida
$21.7K – – –
SWC
961
Spectrum Wealth Counsel
Indiana
$20.8K – – –
BBPWM
962
Blue Bell Private Wealth Management
Pennsylvania
$20.6K – – –
APC
963
Aspire Private Capital
North Carolina
$20.3K – – –
TCPW
964
Twin City Private Wealth
North Carolina
$18.9K +$18K +113 New
ME
965
McIlrath & Eck
Washington
$18.3K -$2.23K -14 -11%
Kayne Anderson Rudnick Investment Management
966
Kayne Anderson Rudnick Investment Management
California
$18.2K – – –
GWSA
967
Global Wealth Strategies & Associates
Colorado
$17.9K – – –
MIM
968
MTM Investment Management
South Carolina
$17.9K – – –
BIM
969
Breakwater Investment Management
Washington
$17.6K +$14.3K +90 +600%
FCT
970
First Community Trust
Iowa
$17.4K – – –
CWM
971
CarsonAllaria Wealth Management
Illinois
$17.3K +$16.4K +103 New
FRA
972
Front Row Advisors
California
$16.8K – – –
FFWM
973
Future Financial Wealth Management
Ohio
$16.8K +$15.9K +100 New
PA
974
Pineridge Advisors
Missouri
$16.7K +$159 +1 +1%
WIM
975
Westside Investment Management
California
$16.6K – – –