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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
251
Sepio Capital
Utah
$1.77M
BAM
252
Belpointe Asset Management
Nevada
$1.77M -$198K -1,398 -10%
NFG
253
Nadler Financial Group
Illinois
$1.73M +$324K +2,295 +23%
ATC
254
Argent Trust Co
Tennessee
$1.7M -$48.2K -341 -3%
NW
255
NewEdge Wealth
Pennsylvania
$1.68M -$265K -1,875 -14%
PBF
256
Petix & Botte Financial
California
$1.66M +$104K +737 +7%
NFP
257
Novak Financial Planning
Maryland
$1.66M -$28.1K -199 -2%
WA
258
Wealth Alliance
New York
$1.66M +$95.3K +674 +6%
BWA
259
BDO Wealth Advisors
Florida
$1.66M -$35.9K -254 -2%
MW
260
Marcum Wealth
Ohio
$1.65M -$404K -2,857 -20%
ANTB
261
AMG National Trust Bank
Colorado
$1.64M +$4.24K +30 +0.3%
CHAM
262
Clear Harbor Asset Management
Connecticut
$1.63M +$114K +809 +7%
AIA
263
AIMZ Investment Advisors
California
$1.63M +$51.3K +363 +3%
Barclays
264
Barclays
United Kingdom
$1.62M +$1.62M +11,497 New
SFG
265
StrategIQ Financial Group
Indiana
$1.61M +$43.1K +305 +3%
IWM
266
IHT Wealth Management
Illinois
$1.6M +$30K +212 +2%
ABC
267
Associated Banc-Corp
Wisconsin
$1.6M -$184K -1,302 -10%
TC
268
TAP Consulting
Missouri
$1.58M +$3.11K +22 +0.2%
CA
269
Cetera Advisors
Colorado
$1.56M +$5.79K +41 +0.4%
GC
270
Grimes & Company
Massachusetts
$1.55M +$27.8K +197 +2%
LL
271
LPWM LLC
Minnesota
$1.55M +$22.9K +162 +2%
WTFG
272
Wells Trecaso Financial Group
Ohio
$1.54M
TCBWMS
273
Texas Capital Bank Wealth Management Services
Texas
$1.52M
LWP
274
Legacy Wealth Planning
Nevada
$1.52M +$39.4K +279 +3%
CSPIA
275
Cary Street Partners Investment Advisory
Virginia
$1.51M +$123K +871 +9%