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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
226
B. Riley Wealth Advisors
Florida
$1.88M +$281K +2,197 +19%
BAM
227
Belpointe Asset Management
Nevada
$1.88M +$1.64M +12,838 +1,142%
NW
228
NewEdge Wealth
Pennsylvania
$1.87M +$8.84K +69 +0.5%
RRC
229
Relaxing Retirement Coach
Massachusetts
$1.84M -$677K -5,285 -28%
HCP
230
Hexagon Capital Partners
Arkansas
$1.84M -$39.1K -305 -2%
PD
231
Planning Directions
Pennsylvania
$1.83M -$2.69K -21 -0.2%
CFAM
232
Center For Asset Management
Florida
$1.78M +$49.3K +385 +3%
EFG
233
Everhart Financial Group
Ohio
$1.74M -$768 -6 -0%
GM
234
GeoWealth Management
Illinois
$1.72M -$1.02M -7,939 -38%
SC
235
Sepio Capital
Utah
$1.7M
TFCP
236
Twin Focus Capital Partners
Massachusetts
$1.7M +$1.33M +10,383 +472%
PFA
237
Pathway Financial Advisors
Vermont
$1.68M +$9.99K +78 +0.7%
ATC
238
Argent Trust Co
Tennessee
$1.68M -$2.69K -21 -0.2%
LWP
239
Lumature Wealth Partners
Georgia
$1.65M +$536K +4,183 +52%
SCA
240
STALEY CAPITAL ADVISERS
Pennsylvania
$1.64M
BWA
241
BDO Wealth Advisors
Florida
$1.63M -$212K -1,654 -12%
NFP
242
Novak Financial Planning
Maryland
$1.62M -$20.7K -162 -1%
SEIA
243
Signature Estate & Investment Advisors
California
$1.62M -$72.1K -563 -4%
ANTB
244
AMG National Trust Bank
Colorado
$1.57M +$119K +928 +9%
Comerica Bank
245
Comerica Bank
Texas
$1.55M +$151K +1,182 +12%
GWM
246
Geneos Wealth Management
Colorado
$1.54M +$251K +1,964 +22%
WP
247
WealthShield Partners
North Carolina
$1.53M +$6.27K +49 +0.4%
AIA
248
AIMZ Investment Advisors
California
$1.51M +$22.9K +179 +2%
IWM
249
IHT Wealth Management
Illinois
$1.51M -$35.3K -276 -2%
TC
250
TAP Consulting
Missouri
$1.51M +$606K +4,735 +73%