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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1001
Perfromance Wealth Partners
Illinois
$218K
ACM
1002
Armbruster Capital Management
New York
$217K
MGWA
1003
Monument Group Wealth Advisors
Massachusetts
$216K
FWA
1004
FSM Wealth Advisors
Ohio
$215K +$387 +2 +0.2%
SP
1005
Successful Portfolios
Florida
$215K +$208K +1,075 New
FPGK
1006
Financial Partners Group (Kansas)
Kansas
$215K
Citadel Advisors
1007
Citadel Advisors
Florida
$215K -$846K -4,374 -80%
JGIA
1008
Jackson Grant Investment Advisers
Connecticut
$215K +$967 +5 +0.5%
ISWM
1009
Independent Solutions Wealth Management
New York
$214K +$210K +1,084 New
FBB
1010
Fulton Breakefield Broenniman
Maryland
$214K +$209K +1,081 New
XF
1011
XML Financial
Maryland
$213K +$209K +1,080 New
ALC
1012
Alexander Labrunerie & Co
Missouri
$213K +$209K +1,079 New
OE
1013
OFS Enterprise
Nebraska
$213K +$209K +1,079 New
VP
1014
Verisail Partners
Georgia
$213K +$209K +1,079 New
BAM
1015
BOS Asset Management
Illinois
$213K +$208K +1,077 New
HIW
1016
Holos Integrated Wealth
Pennsylvania
$210K
GWA
1017
Geometric Wealth Advisors
District of Columbia
$209K +$205K +1,058 New
NWMP
1018
Noble Wealth Management PBC
Colorado
$209K -$9.67K -50 -5%
TFS
1019
truNorth Financial Services
Pennsylvania
$207K +$203K +1,050 New
MAM
1020
Mainsail Asset Management
Alabama
$207K +$198K +1,022 New
RT
1021
Rockland Trust
Massachusetts
$207K +$203K +1,048 New
BSSFA
1022
Baron Silver Stevens Financial Advisors
Florida
$207K +$203K +1,047 New
SAM
1023
Smartleaf Asset Management
Massachusetts
$206K
GIP
1024
Greatmark Investment Partners
Georgia
$206K +$202K +1,042 New
AIA
1025
Arbor Investment Advisors
North Carolina
$205K +$201K +1,038 New