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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FP
1051
Financial Perspectives
Minnesota
$162K
DF
1052
Downshift Financial
Colorado
$161K +$158K +817 New
CFG
1053
Chapman Financial Group
Hawaii
$157K
IAIM
1054
International Assets Investment Management
Florida
$157K +$60.4K +312 +65%
CTA
1055
Colonial Trust Advisors
South Carolina
$154K
PWA
1056
Physician Wealth Advisors
Utah
$152K
HBW
1057
Hazlett, Burt & Watson
West Virginia
$149K -$9.48K -49 -6%
MPCG
1058
Matrix Private Capital Group
New York
$148K +$193 +1 +0.1%
LFG
1059
Larson Financial Group
Missouri
$147K +$967 +5 +0.7%
BW
1060
Basepoint Wealth
Iowa
$146K +$32.7K +169 +30%
CFFP
1061
Center for Financial Planning
Michigan
$145K
NRC
1062
New Republic Capital
North Carolina
$145K
SFS
1063
Sunrise Financial Services
Washington
$139K -$6.58K -34 -5%
AAG
1064
Armstrong Advisory Group
Massachusetts
$138K +$193 +1 +0.1%
TCM
1065
Tradewinds Capital Management
Washington
$136K +$774 +4 +0.6%
TFA
1066
Transamerica Financial Advisors
Florida
$134K +$132K +680 New
KFP
1067
Kroeger Financial Partners
California
$134K +$131K +679 New
SL
1068
Salomon & Ludwin
Virginia
$132K
MIM
1069
Marshall Investment Management
Colorado
$130K -$43.7K -226 -26%
B
1070
Birchbrook
Maine
$124K -$9.09K -47 -7%
BTI
1071
Blue Trust Inc
Georgia
$122K -$26.1K -135 -18%
GEA
1072
Glen Eagle Advisors
New Jersey
$121K +$8.51K +44 +8%
BH
1073
Burk Holdings
Oklahoma
$119K
WG
1074
Wellington Group
Indiana
$116K
OWP
1075
ORG Wealth Partners
Texas
$114K