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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
1026
Baron Silver Stevens Financial Advisors
Florida
$207K +$203K +1,047 New
SAM
1027
Smartleaf Asset Management
Massachusetts
$206K – – –
GIP
1028
Greatmark Investment Partners
Georgia
$206K +$202K +1,042 New
AIA
1029
Arbor Investment Advisors
North Carolina
$205K +$201K +1,038 New
TWA
1030
TCI Wealth Advisors
Arizona
$205K +$201K +1,037 New
TAM
1031
Titleist Asset Management
Texas
$205K -$90.7K -469 -31%
SPC
1032
Spirepoint Private Client
Florida
$205K +$200K +1,035 New
HPC
1033
HM Payson & Co
Maine
$204K – – –
HBWM
1034
Hollow Brook Wealth Management
New York
$203K +$199K +1,028 New
CW
1035
Curio Wealth
Maryland
$203K -$49.3K -255 -20%
GI
1036
Gradient Investments
Minnesota
$203K +$199K +1,026 New
Allspring Global Investments
1037
Allspring Global Investments
North Carolina
$202K -$32.5K -168 -14%
BCWM
1038
Bartlett & Co Wealth Management
Ohio
$202K – – –
WAM
1039
WNY Asset Management
New York
$202K +$198K +1,021 New
VAG
1040
VisionPoint Advisory Group
Texas
$202K +$198K +1,021 New
TWM
1041
Tanager Wealth Management
United Kingdom
$201K -$59.6K -308 -23%
TCWM
1042
Total Clarity Wealth Management
Illinois
$201K +$197K +1,018 New
CAC
1043
Certified Advisory Corp
Florida
$201K -$19.3K -100 -9%
PIFP
1044
Partners in Financial Planning
Virginia
$201K +$197K +1,017 New
FPB
1045
First PREMIER Bank
South Dakota
$194K – – –
DJSG
1046
D.J. St. Germain
Massachusetts
$193K – – –
RF
1047
Rossby Financial
Florida
$193K +$6K +31 +3%
CWP
1048
Concord Wealth Partners
Virginia
$193K +$189K +977 New
GWS
1049
Greykasell Wealth Strategies
California
$182K – – –
AWM
1050
Aberdeen Wealth Management
Illinois
$178K -$48.2K -249 -22%