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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSB
176
Bangor Savings Bank
Maine
$2.61M +$365K +3,260 +17%
TPCW
177
TD Private Client Wealth
New York
$2.61M -$200K -1,783 -8%
WDL
178
Well Done LLC
Michigan
$2.59M -$210K -1,879 -8%
NFG
179
Next Financial Group
Texas
$2.58M -$2.25M -20,043 -48%
GM
180
GeoWealth Management
Illinois
$2.46M +$2.32M +20,682 New
WLIM
181
White Lighthouse Investment Management
Massachusetts
$2.44M +$32.6K +291 +1%
FAIM
182
Financial Advocates Investment Management
Washington
$2.43M +$303K +2,706 +15%
CAN
183
Cetera Advisor Networks
California
$2.42M +$178K +1,589 +8%
DE
184
Day & Ennis
Georgia
$2.35M -$113K -1,005 -5%
APSP
185
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.32M -$132K -1,177 -6%
UCFA
186
United Capital Financial Advisors
Texas
$2.27M +$345K +3,082 +19%
SWA
187
SOA Wealth Advisors
New York
$2.27M +$2M +17,869 New
RRC
188
Relaxing Retirement Coach
Massachusetts
$2.25M -$1.13M -10,128 -35%
TCWA
189
Ten Capital Wealth Advisors
Washington
$2.16M +$37.4K +334 +2%
BNP Paribas Financial Markets
190
BNP Paribas Financial Markets
France
$2.1M -$2.08M -18,606 -51%
PFM
191
Phillips Financial Management
Indiana
$2.09M -$4.93K -44 -0.2%
PWM
192
Provident Wealth Management
Tennessee
$2.08M -$44.6K -398 -2%
VFA
193
Voya Financial Advisors
Connecticut
$2.08M -$85.7K -765 -4%
CWM
194
Capital Wealth Management
Rhode Island
$2.06M +$83.8K +748 +5%
BOH
195
Bank of Hawaii
Hawaii
$2.05M -$246K -2,192 -11%
CS
196
Comerica Securities
Michigan
$2.02M +$342K +3,055 +22%
BJL
197
Brighton Jones LLC
Washington
$2.02M +$989K +8,829 +109%
CF
198
Centaurus Financial
California
$2.01M +$1.52M +13,548 +408%
BDF
199
Black Diamond Financial
Maryland
$2M -$150K -1,342 -7%
OWA
200
Octavia Wealth Advisors
Ohio
$1.99M +$1.88M +16,745 New