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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
226
Tocqueville Asset Management
New York
$4.3M -$68.9K -435 -2%
CFO
227
Collective Family Office
Pennsylvania
$4.26M +$123K +777 +3%
Brown Advisory
228
Brown Advisory
Maryland
$4.25M -$185K -1,171 -4%
EWA
229
EverSource Wealth Advisors
Alabama
$4.25M -$33.1K -209 -0.8%
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$4.22M +$973K +6,147 +31%
CHAM
231
Clear Harbor Asset Management
Connecticut
$4.21M +$181K +1,143 +5%
AAP
232
Arax Advisory Partners
Colorado
$4.2M +$1.81M +11,437 +81%
BRWA
233
B. Riley Wealth Advisors
Florida
$4.2M +$4.04M +25,546 New
Cerity Partners
234
Cerity Partners
New York
$4.19M -$180K -1,134 -4%
JFA
235
JNBA Financial Advisors
Minnesota
$4.17M -$6.02K -38 -0.1%
KFSN
236
Keystone Financial Services (Nebraska)
Nebraska
$4.15M +$122K +771 +3%
DWM
237
Dakota Wealth Management
Florida
$4.12M -$191K -1,209 -5%
AI
238
Atria Investments
North Carolina
$4.11M +$277K +1,751 +8%
ATPW
239
Ashton Thomas Private Wealth
Arizona
$4.09M -$4.75M -30,015 -55%
RC
240
Rovin Capital
Arizona
$4.03M -$55.1K -348 -1%
CL
241
Choreo LLC
Illinois
$4.03M +$195K +1,234 +5%
IA
242
Integrity Alliance
Iowa
$4.01M -$74.1K -468 -2%
LIA
243
LifePlan Investment Advisors
North Carolina
$4M -$6.97K -44 -0.2%
IFWM
244
Institute for Wealth Management
Colorado
$3.98M +$1.17M +7,408 +44%
GWMR
245
GC Wealth Management RIA
Massachusetts
$3.94M -$413K -2,611 -10%
Bank of New York Mellon
246
Bank of New York Mellon
New York
$3.93M -$1.12M -7,097 -23%
Pathstone Holdings
247
Pathstone Holdings
New Jersey
$3.92M -$839K -5,296 -18%
MSF
248
Mustard Seed Financial
Arkansas
$3.91M +$174K +1,097 +5%
GVAG
249
Great Valley Advisor Group
Delaware
$3.88M -$8.8M -55,562 -70%
ICMM
250
Integrated Capital Management (Michigan)
Michigan
$3.83M +$555K +3,504 +18%