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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPAS
1276
Spectrum Planning & Advisory Services
California
– -$243K -1,321 Closed
CGA
1277
Crescent Grove Advisors
Illinois
– -$235K -1,276 Closed
AWM
1278
Aprio Wealth Management
Georgia
– -$232K -1,258 Closed
HAS
1279
HBW Advisory Services
California
– -$232K -1,258 Closed
EW
1280
Evoke Wealth
California
– -$226K -1,227 Closed
ATC
1281
Advantage Trust Company
Kansas
– -$226K -1,225 Closed
TWD
1282
True Wealth Design
Ohio
– -$123K -668 Closed
WSA
1283
Wealth Science Advisors
Georgia
– -$118K -663 Closed
WG
1284
Wellington Group
Indiana
– -$116K -630 Closed
PIS
1285
POM Investment Strategies
North Carolina
– -$102K -552 Closed
BOJHT
1286
Bank of Jackson Hole Trust
Wyoming
– -$69.7K -378 Closed
TLFA
1287
True Link Financial Advisors
California
– -$61.2K -332 Closed
TWM
1288
TopTier Wealth Management
Wisconsin
– -$31.9K -173 Closed
AA
1289
Addison Advisors
Vermont
– -$26.9K -146 Closed
IRC
1290
Investors Research Corp
Georgia
– -$25.1K -136 Closed
GSEP
1291
Golden State Equity Partners
California
– -$23.4K -127 Closed
TPWA
1292
Twin Peaks Wealth Advisors
California
– -$22.3K -121 Closed
CAM
1293
Clarity Asset Management
Iowa
– -$21.8K -118 Closed
GWM
1294
Grand Wealth Management
Michigan
– -$21.4K -116 Closed
GWANC
1295
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$18.6K -101 Closed
GWSA
1296
Global Wealth Strategies & Associates
Colorado
– -$10.5K -57 Closed
CIR
1297
Clear Investment Research
Georgia
– -$9.92K -54 Closed
SAP
1298
Strategic Advisory Partners
North Carolina
– -$9.21K -50 Closed
RF
1299
RetireMitten Financial
Michigan
– -$8.48K -46 Closed
CSC
1300
Caldwell Sutter Capital
California
– -$5.71K -31 Closed