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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
1126
Turtle Creek Wealth Advisors
Texas
-$443K -2,644 Closed
DAS
1127
Dynamic Advisor Solutions
Arizona
-$417K -2,486 Closed
SAM
1128
Secure Asset Management
Michigan
-$378K -2,254 Closed
FTDI
1129
First Trust Direct Indexing
Massachusetts
-$376K -2,242 Closed
FDCP
1130
Foster Dykema Cabot & Partners
Massachusetts
-$337K -2,009 Closed
HWP
1131
Hibernia Wealth Partners
Louisiana
-$330K -1,967 Closed
HGERS
1132
Householder Group Estate & Retirement Specialist
Arizona
-$277K -1,655 Closed
4WM
1133
49 Wealth Management
Texas
-$259K -1,547 Closed
WMWM
1134
Whitaker-Myers Wealth Managers
Ohio
-$250K -1,493 Closed
HAS
1135
HBW Advisory Services
California
-$247K -1,476 Closed
PGA
1136
Portland Global Advisors
Maine
-$239K -1,425 Closed
SFPM
1137
Sensible Financial Planning & Management
Massachusetts
-$230K -1,372 Closed
AAS
1138
Asset Allocation Strategies
Michigan
-$222K -1,325 Closed
PFGIA
1139
Patriot Financial Group Insurance Agency
Massachusetts
-$221K -1,317 Closed
WFA
1140
WMG Financial Advisors
Tennessee
-$211K -1,261 Closed
HWMO
1141
Heritage Wealth Management (Ohio)
Ohio
-$208K -1,241 Closed
CTA
1142
Camelot Technology Advisors
California
-$207K -1,232 Closed
CAC
1143
Certified Advisory Corp
Florida
-$207K -1,232 Closed
MAG
1144
Mayfair Advisory Group
Alabama
-$205K -1,228 Closed
CAG
1145
Compass Advisory Group
New York
-$205K -1,222 Closed
FOA
1146
Five Oceans Advisors
California
-$205K -1,221 Closed
SP
1147
Stonebrook Private
Michigan
-$204K -1,214 Closed
CI
1148
Ceera Investments
Texas
-$203K -1,210 Closed
LFA
1149
Level Financial Advisors
New York
-$200K -1,193 Closed
CWM
1150
Cedar Wealth Management
California
-$108K -645 Closed