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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$3.6M +$327K +2,001 +9%
EF
252
Envision Financial
Wisconsin
$3.55M -$178K -1,089 -5%
IFS
253
Ifrah Financial Services
Arkansas
$3.52M -$120K -736 -3%
BMWS
254
Brady Martz Wealth Solutions
North Dakota
$3.47M -$47.1K -288 -1%
HFRG
255
Houlihan Financial Resource Group
Virginia
$3.47M -$82.1K -502 -2%
LL
256
LPWM LLC
Minnesota
$3.43M -$4.74K -29 -0.1%
ASN
257
Advisory Services Network
Georgia
$3.38M -$3.51M -21,454 -50%
MOS
258
MGO One Seven
Ohio
$3.36M -$60.7K -371 -2%
OC
259
Oppenheimer & Co
New York
$3.31M +$312K +1,907 +10%
VW
260
Veridan Wealth
Oregon
$3.3M +$173K +1,060 +5%
SHF
261
Stage Harbor Financial
Massachusetts
$3.29M
SC
262
Savant Capital
Illinois
$3.27M -$545K -3,333 -14%
BJL
263
Brighton Jones LLC
Washington
$3.22M +$24.7K +151 +0.8%
MCA
264
MSH Capital Advisors
Arizona
$3.22M -$5.72K -35 -0.2%
SFO
265
Stokes Family Office
Louisiana
$3.18M +$40.9K +250 +1%
SFP
266
Sterling Financial Planning
New Jersey
$3.16M -$3.6K -22 -0.1%
WP
267
WealthShield Partners
North Carolina
$3.15M +$196K +1,196 +6%
ICMM
268
Integrated Capital Management (Michigan)
Michigan
$3.14M +$98.1K +600 +3%
WAP
269
Wealthcare Advisory Partners
Pennsylvania
$3.13M -$32K -196 -1%
ACA
270
Aptus Capital Advisors
Alabama
$3.1M +$35.3K +216 +1%
SPC
271
Sigma Planning Corp
Michigan
$3.05M +$75.7K +463 +2%
VNA
272
Valley National Advisers
Pennsylvania
$3.05M +$106K +646 +4%
GBT
273
Grove Bank & Trust
Florida
$3.03M +$437K +2,671 +17%
WLIM
274
White Lighthouse Investment Management
Massachusetts
$3.03M -$63.9K -391 -2%
PFG
275
Pinnacle Financial Group
Illinois
$2.95M +$229K +1,403 +8%