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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1126
Connecticut Wealth Management
Connecticut
– -$816K -4,864 Closed
TCWA
1127
Turtle Creek Wealth Advisors
Texas
– -$443K -2,644 Closed
DAS
1128
Dynamic Advisor Solutions
Arizona
– -$417K -2,486 Closed
SAM
1129
Secure Asset Management
Michigan
– -$378K -2,254 Closed
FTDI
1130
First Trust Direct Indexing
Massachusetts
– -$376K -2,242 Closed
FDCP
1131
Foster Dykema Cabot & Partners
Massachusetts
– -$337K -2,009 Closed
HWP
1132
Hibernia Wealth Partners
Louisiana
– -$330K -1,967 Closed
HGERS
1133
Householder Group Estate & Retirement Specialist
Arizona
– -$277K -1,655 Closed
4WM
1134
49 Wealth Management
Texas
– -$259K -1,547 Closed
WMWM
1135
Whitaker-Myers Wealth Managers
Ohio
– -$250K -1,493 Closed
HAS
1136
HBW Advisory Services
California
– -$247K -1,476 Closed
PGA
1137
Portland Global Advisors
Maine
– -$239K -1,425 Closed
SFPM
1138
Sensible Financial Planning & Management
Massachusetts
– -$230K -1,372 Closed
AAS
1139
Asset Allocation Strategies
Michigan
– -$222K -1,325 Closed
PFGIA
1140
Patriot Financial Group Insurance Agency
Massachusetts
– -$221K -1,317 Closed
WFA
1141
WMG Financial Advisors
Tennessee
– -$211K -1,261 Closed
HWMO
1142
Heritage Wealth Management (Ohio)
Ohio
– -$208K -1,241 Closed
CTA
1143
Camelot Technology Advisors
California
– -$207K -1,232 Closed
CAC
1144
Certified Advisory Corp
Florida
– -$207K -1,232 Closed
MAG
1145
Mayfair Advisory Group
Alabama
– -$205K -1,228 Closed
CAG
1146
Compass Advisory Group
New York
– -$205K -1,222 Closed
FOA
1147
Five Oceans Advisors
California
– -$205K -1,221 Closed
SP
1148
Stonebrook Private
Michigan
– -$204K -1,214 Closed
CI
1149
Ceera Investments
Texas
– -$203K -1,210 Closed
LFA
1150
Level Financial Advisors
New York
– -$200K -1,193 Closed