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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
976
Sargent Investment Group
Maryland
$224K -$1.87K -10 -0.8%
JWM
977
Jeppson Wealth Management
California
$222K -$934 -5 -0.4%
CF
978
Claris Financial
Virginia
$222K +$225K +1,204 New
CFG
979
Cooper Financial Group
California
$221K +$224K +1,201 New
MWP
980
Meredith Wealth Planning
Illinois
$221K
BWL
981
Bogart Wealth LLC
Virginia
$220K
Allspring Global Investments
982
Allspring Global Investments
North Carolina
$220K -$723K -3,869 -76%
AWA
983
Aaron Wealth Advisors
Illinois
$219K -$533K -2,855 -71%
PHS
984
Pekin Hardy Strauss
Illinois
$219K +$222K +1,187 New
LFA
985
Level Financial Advisors
New York
$219K
CA
986
CGN Advisors
Kansas
$218K -$3.74K -20 -2%
MAG
987
Mayfair Advisory Group
Alabama
$216K +$747 +4 +0.3%
BLC
988
Brown, Lisle/Cummings
Rhode Island
$216K -$8.41K -45 -4%
FFP
989
Freedom Financial Partners
Minnesota
$216K +$934 +5 +0.4%
CWM
990
Cahaba Wealth Management
Georgia
$215K -$8.03K -43 -4%
IWP
991
Integrity Wealth Partners
California
$215K +$218K +1,168 New
PWMAG
992
Pinnacle Wealth Management Advisory Group
New Jersey
$214K
LOWM
993
Laurel Oak Wealth Management
New Jersey
$213K +$216K +1,154 New
AWM
994
Aberdeen Wealth Management
Illinois
$212K
BFS
995
Bradley Foster & Sargent
Connecticut
$212K
NDSI
996
Newman Dignan & Sheerar Inc
Rhode Island
$211K +$1.12K +6 +0.5%
RWM
997
Rialto Wealth Management
New York
$210K -$360K -1,926 -63%
FWM
998
FFT Wealth Management
Pennsylvania
$210K
SIC
999
Sigma Investment Counselors
Michigan
$209K
MA
1000
Montag & Associates
Georgia
$209K