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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
951
Ceera Investments
Texas
$234K +$15.8K +90 +7%
TC
952
Trilogy Capital
California
$234K -$525 -3 -0.2%
EAN
953
Excelsior Advisor Network
Colorado
$233K +$230K +1,313 New
NWMP
954
Noble Wealth Management PBC
Colorado
$231K -$2.98K -17 -1%
CAG
955
Compass Advisory Group
New York
$230K +$1.23K +7 +0.5%
CW
956
Curio Wealth
Maryland
$230K -$1.57K -9 -0.7%
CGA
957
Crescent Grove Advisors
Illinois
$226K +$1.23K +7 +0.6%
MA
958
Marquette Associates
Illinois
$225K -$64.2K -367 -22%
BHFP
959
Blom & Howell Financial Planning
California
$222K +$219K +1,252 New
FF
960
Foundry Financial
California
$221K +$218K +1,245 New
BW
961
Blalock Williams
Alabama
$218K -$31K -177 -13%
ATC
962
Advantage Trust Company
Kansas
$217K
SIG
963
Sargent Investment Group
Maryland
$217K +$214K +1,223 New
BLC
964
Brown, Lisle/Cummings
Rhode Island
$216K
CWM
965
Cahaba Wealth Management
Georgia
$215K -$4.2K -24 -2%
JWM
966
Jeppson Wealth Management
California
$215K
EARNEST Partners
967
EARNEST Partners
Georgia
$214K +$211K +1,207 New
CPC
968
Consolidated Planning Corp
Georgia
$214K +$211K +1,206 New
CA
969
CGN Advisors
Kansas
$214K
WIA
970
Wetzel Investment Advisors
Indiana
$213K +$211K +1,203 New
MWP
971
Meredith Wealth Planning
Illinois
$212K -$11.9K -68 -5%
BWL
972
Bogart Wealth LLC
Virginia
$212K
BWA
973
Bestgate Wealth Advisors
Maryland
$211K -$11.4K -65 -5%
LFA
974
Level Financial Advisors
New York
$210K +$175 +1 +0.1%
SI
975
Stirlingshire Investments
New York
$210K +$207K +1,182 New