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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WS
951
Wedbush Securities
California
$246K – – –
TWM
952
Tanager Wealth Management
United Kingdom
$245K +$248K +1,327 New
NEPWA
953
New England Private Wealth Advisors
Massachusetts
$244K +$187 +1 +0.1%
PG
954
Proffitt & Goodson
Tennessee
$244K – – –
GWP
955
Gen-Wealth Partners
Michigan
$244K – – –
SPAS
956
Spectrum Planning & Advisory Services
California
$243K – – –
CI
957
Ceera Investments
Texas
$243K – – –
EAN
958
Excelsior Advisor Network
Colorado
$242K – – –
RIS
959
Retirement Income Solutions
Michigan
$242K +$245K +1,313 New
WWA
960
Wealth Watch Advisors
Colorado
$242K +$168K +901 +219%
SFWC
961
Strategic Family Wealth Counselors
New Jersey
$242K – – –
CW
962
Curio Wealth
Maryland
$236K – – –
CGA
963
Crescent Grove Advisors
Illinois
$235K +$560 +3 +0.2%
CWG
964
Cornerstone Wealth Group
North Carolina
$234K +$227K +1,217 New
MA
965
Marquette Associates
Illinois
$233K – – –
AWM
966
Aprio Wealth Management
Georgia
$232K +$235K +1,258 New
HAS
967
HBW Advisory Services
California
$232K +$235K +1,258 New
TDC
968
Thompson Davis & Co
Virginia
$230K +$233K +1,249 New
SEI Investments
969
SEI Investments
Pennsylvania
$230K +$233K +1,248 New
FF
970
Foundry Financial
California
$229K -$560 -3 -0.2%
SIG
971
Spinnaker Investment Group
California
$228K -$20.4K -109 -8%
BFG
972
Berger Financial Group
Minnesota
$228K +$231K +1,236 New
FIA
973
FPC Investment Advisory
California
$228K – – –
BW
974
Blalock Williams
Alabama
$226K -$187 -1 -0.1%
EW
975
Evoke Wealth
California
$226K +$229K +1,227 New