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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RRMM
1176
Regatta Research & Money Management
Louisiana
$15.4K +$15.1K +78 New
BTD
1177
BankPlus Trust Department
Mississippi
$14K – – –
PFSC
1178
Peoples Financial Services Corp
Pennsylvania
$13.6K – – –
DWS
1179
Dynamic Wealth Strategies
California
$12.6K – – –
AEPWM
1180
Atlantic Edge Private Wealth Management
Florida
$12.1K – – –
WCM
1181
Westend Capital Management
California
$11.9K +$11.6K +60 New
YAL
1182
Your Advocates Ltd
Texas
$11.5K – – –
MG
1183
MilWealth Group
Wisconsin
$11.4K – – –
Kayne Anderson Rudnick Investment Management
1184
Kayne Anderson Rudnick Investment Management
California
$11.2K -$10.4K -54 -49%
APW
1185
Aventura Private Wealth
Florida
$11.1K – – –
CCMI
1186
Creative Capital Management Investments
California
$10.9K +$10.6K +55 New
GFA
1187
Godfrey Financial Associates
New York
$10.5K – – –
TAM
1188
Townsend Asset Management
North Carolina
$10.5K – – –
SGFG
1189
Silver Grove Financial Group
New York
$10.4K -$3.87K -20 -28%
W
1190
WealthCollab
Washington
$9.88K +$8.9K +46 +1,150%
UFPG
1191
United Financial Planning Group
New York
$9.68K – – –
WAS
1192
Winch Advisory Services
Wisconsin
$9.68K – – –
VL
1193
Vima LLC
Michigan
$9.68K +$9.48K +49 New
KFG
1194
Kingdom Financial Group
Arizona
$9.53K +$6K +31 +182%
FCMT
1195
Founders Capital Management (Texas)
Texas
$9.09K – – –
WFA
1196
Wells Financial Advisors
Massachusetts
$9.09K – – –
BA
1197
Ballast Advisors
Minnesota
$8.89K – – –
MFT
1198
Moisand Fitzgerald Tamayo
Florida
$8.89K – – –
SIC
1199
SJS Investment Consulting
Ohio
$8.7K – – –
WA
1200
Walsh & Associates
Florida
$8.69K – – –