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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
1026
TCI Wealth Advisors
Arizona
$205K +$201K +1,037 New
TAM
1027
Titleist Asset Management
Texas
$205K -$90.7K -469 -31%
SPC
1028
Spirepoint Private Client
Florida
$205K +$200K +1,035 New
HPC
1029
HM Payson & Co
Maine
$204K
HBWM
1030
Hollow Brook Wealth Management
New York
$203K +$199K +1,028 New
CW
1031
Curio Wealth
Maryland
$203K -$49.3K -255 -20%
GI
1032
Gradient Investments
Minnesota
$203K +$199K +1,026 New
Allspring Global Investments
1033
Allspring Global Investments
North Carolina
$202K -$32.5K -168 -14%
BCWM
1034
Bartlett & Co Wealth Management
Ohio
$202K
WAM
1035
WNY Asset Management
New York
$202K +$198K +1,021 New
VAG
1036
VisionPoint Advisory Group
Texas
$202K +$198K +1,021 New
TWM
1037
Tanager Wealth Management
United Kingdom
$201K -$59.6K -308 -23%
TCWM
1038
Total Clarity Wealth Management
Illinois
$201K +$197K +1,018 New
CAC
1039
Certified Advisory Corp
Florida
$201K -$19.3K -100 -9%
PIFP
1040
Partners in Financial Planning
Virginia
$201K +$197K +1,017 New
FPB
1041
First PREMIER Bank
South Dakota
$194K
DJSG
1042
D.J. St. Germain
Massachusetts
$193K
RF
1043
Rossby Financial
Florida
$193K +$6K +31 +3%
CWP
1044
Concord Wealth Partners
Virginia
$193K +$189K +977 New
GWS
1045
Greykasell Wealth Strategies
California
$182K
AWM
1046
Aberdeen Wealth Management
Illinois
$178K -$48.2K -249 -22%
SMA
1047
Sage Mountain Advisors
Georgia
$177K +$193 +1 +0.1%
PCFFS
1048
Pacific Center for Financial Services
California
$174K
GA
1049
GoalVest Advisory
New York
$171K -$11.6K -60 -7%
PWMG
1050
Private Wealth Management Group
New Jersey
$162K +$193 +1 +0.1%