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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FGC
1026
Financial Gravity Companies
Texas
$30.9K – – –
RF
1027
Roxbury Financial
New Jersey
$28.9K +$27.7K +164 New
SIS
1028
Sound Income Strategies
Florida
$25.6K +$506 +3 +2%
AA
1029
Addison Advisors
Vermont
$23.6K – – –
HWA
1030
HHM Wealth Advisors
Tennessee
$22.3K +$12.7K +75 +119%
BIM
1031
Breakwater Investment Management
Washington
$21.8K +$5.06K +30 +29%
PCMC
1032
Private Capital Management (Colorado)
Colorado
$21.5K -$2.36K -14 -10%
VCM
1033
Versant Capital Management
Arizona
$21.4K – – –
GTAM
1034
Global Trust Asset Management
Florida
$21K +$169 +1 +0.8%
BBPWM
1035
Blue Bell Private Wealth Management
Pennsylvania
$19.9K – – –
DRP
1036
Decker Retirement Planning
Utah
$18.8K +$19.6K +116 New
Kayne Anderson Rudnick Investment Management
1037
Kayne Anderson Rudnick Investment Management
California
$17.6K +$169 +1 +0.9%
ME
1038
McIlrath & Eck
Washington
$17.6K – – –
GWSA
1039
Global Wealth Strategies & Associates
Colorado
$17.3K – – –
MIM
1040
MTM Investment Management
South Carolina
$17.3K – – –
WIM
1041
Westside Investment Management
California
$17K – – –
FCT
1042
First Community Trust
Iowa
$16.8K – – –
GWANC
1043
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.7K -$18.6K -110 -52%
CWM
1044
CarsonAllaria Wealth Management
Illinois
$16.7K – – –
CAS
1045
Coppell Advisory Solutions
Texas
$16.5K +$17.2K +102 New
PA
1046
Pineridge Advisors
Missouri
$16.2K – – –
FRA
1047
Front Row Advisors
California
$16.2K – – –
FFWM
1048
Future Financial Wealth Management
Ohio
$16.2K – – –
KIM
1049
Kestra Investment Management
Texas
$15.9K +$16.7K +99 New
MSG
1050
Main Street Group
Virginia
$15.5K – – –