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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
251
Centaurus Financial
California
$1.71M +$1.17M +8,212 +203%
ATC
252
Argent Trust Co
Tennessee
$1.7M +$11.5K +81 +0.7%
IWM
253
IHT Wealth Management
Illinois
$1.7M +$107K +755 +7%
NW
254
NewEdge Wealth
Pennsylvania
$1.68M +$6.96K +49 +0.4%
SFG
255
StrategIQ Financial Group
Indiana
$1.66M +$60.4K +425 +4%
ABC
256
Associated Banc-Corp
Wisconsin
$1.63M +$38.8K +273 +2%
ANTB
257
AMG National Trust Bank
Colorado
$1.62M -$14.2K -100 -0.9%
CAM
258
Crestone Asset Management
Colorado
$1.59M -$540K -3,800 -25%
IA
259
Insight Advisors
Pennsylvania
$1.57M +$5.54K +39 +0.4%
WP
260
WealthShield Partners
North Carolina
$1.56M -$299K -2,104 -16%
CSPIA
261
Cary Street Partners Investment Advisory
Virginia
$1.56M +$60.8K +428 +4%
LL
262
LPWM LLC
Minnesota
$1.55M +$1.85K +13 +0.1%
GC
263
Grimes & Company
Massachusetts
$1.54M -$7.39K -52 -0.5%
PSF
264
Pacific Sun Financial
California
$1.54M +$1.56M +11,000 New
GBT
265
Grove Bank & Trust
Florida
$1.52M +$47.2K +332 +3%
BSW
266
Buckingham Strategic Wealth
Missouri
$1.51M -$267K -1,883 -15%
TCBWMS
267
Texas Capital Bank Wealth Management Services
Texas
$1.51M +$3.13K +22 +0.2%
IAA
268
Ironsides Asset Advisors
North Carolina
$1.51M +$33.2K +234 +2%
LWP
269
Legacy Wealth Planning
Nevada
$1.51M +$2.98K +21 +0.2%
IA
270
IFP Advisors
Florida
$1.51M +$129K +909 +9%
WTFG
271
Wells Trecaso Financial Group
Ohio
$1.51M -$17.8K -125 -1%
BP
272
Ballentine Partners
Massachusetts
$1.5M
CANC
273
Culbertson A N & Co
Virginia
$1.49M +$270K +1,900 +22%
CCA
274
Checchi Capital Advisers
California
$1.48M -$3.82M -26,863 -72%
CAM
275
Cresset Asset Management
Illinois
$1.47M +$621K +4,374 +71%