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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATC
976
Advantage Trust Company
Kansas
$226K – – –
BHFP
977
Blom & Howell Financial Planning
California
$224K -$6.72K -36 -3%
SIG
978
Sargent Investment Group
Maryland
$224K -$1.87K -10 -0.8%
JWM
979
Jeppson Wealth Management
California
$222K -$934 -5 -0.4%
CF
980
Claris Financial
Virginia
$222K +$225K +1,204 New
CFG
981
Cooper Financial Group
California
$221K +$224K +1,201 New
MWP
982
Meredith Wealth Planning
Illinois
$221K – – –
BWL
983
Bogart Wealth LLC
Virginia
$220K – – –
Allspring Global Investments
984
Allspring Global Investments
North Carolina
$220K -$723K -3,869 -76%
AWA
985
Aaron Wealth Advisors
Illinois
$219K -$533K -2,855 -71%
PHS
986
Pekin Hardy Strauss
Illinois
$219K +$222K +1,187 New
LFA
987
Level Financial Advisors
New York
$219K – – –
CA
988
CGN Advisors
Kansas
$218K -$3.74K -20 -2%
MAG
989
Mayfair Advisory Group
Alabama
$216K +$747 +4 +0.3%
BLC
990
Brown, Lisle/Cummings
Rhode Island
$216K -$8.41K -45 -4%
FFP
991
Freedom Financial Partners
Minnesota
$216K +$934 +5 +0.4%
CWM
992
Cahaba Wealth Management
Georgia
$215K -$8.03K -43 -4%
IWP
993
Integrity Wealth Partners
California
$215K +$218K +1,168 New
PWMAG
994
Pinnacle Wealth Management Advisory Group
New Jersey
$214K – – –
LOWM
995
Laurel Oak Wealth Management
New Jersey
$213K +$216K +1,154 New
AWM
996
Aberdeen Wealth Management
Illinois
$212K – – –
BFS
997
Bradley Foster & Sargent
Connecticut
$212K – – –
NDSI
998
Newman Dignan & Sheerar Inc
Rhode Island
$211K +$1.12K +6 +0.5%
RWM
999
Rialto Wealth Management
New York
$210K -$360K -1,926 -63%
FWM
1000
FFT Wealth Management
Pennsylvania
$210K – – –