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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
951
New England Private Wealth Advisors
Massachusetts
$244K +$187 +1 +0.1%
PG
952
Proffitt & Goodson
Tennessee
$244K
GWP
953
Gen-Wealth Partners
Michigan
$244K
SPAS
954
Spectrum Planning & Advisory Services
California
$243K
CI
955
Ceera Investments
Texas
$243K
EAN
956
Excelsior Advisor Network
Colorado
$242K
RIS
957
Retirement Income Solutions
Michigan
$242K +$245K +1,313 New
WWA
958
Wealth Watch Advisors
Colorado
$242K +$168K +901 +219%
SFWC
959
Strategic Family Wealth Counselors
New Jersey
$242K
CW
960
Curio Wealth
Maryland
$236K
CGA
961
Crescent Grove Advisors
Illinois
$235K +$560 +3 +0.2%
CWG
962
Cornerstone Wealth Group
North Carolina
$234K +$227K +1,217 New
MA
963
Marquette Associates
Illinois
$233K
AWM
964
Aprio Wealth Management
Georgia
$232K +$235K +1,258 New
HAS
965
HBW Advisory Services
California
$232K +$235K +1,258 New
TDC
966
Thompson Davis & Co
Virginia
$230K +$233K +1,249 New
SEI Investments
967
SEI Investments
Pennsylvania
$230K +$233K +1,248 New
FF
968
Foundry Financial
California
$229K -$560 -3 -0.2%
SIG
969
Spinnaker Investment Group
California
$228K -$20.4K -109 -8%
BFG
970
Berger Financial Group
Minnesota
$228K +$231K +1,236 New
FIA
971
FPC Investment Advisory
California
$228K
BW
972
Blalock Williams
Alabama
$226K -$187 -1 -0.1%
EW
973
Evoke Wealth
California
$226K +$229K +1,227 New
ATC
974
Advantage Trust Company
Kansas
$226K
BHFP
975
Blom & Howell Financial Planning
California
$224K -$6.72K -36 -3%