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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
301
B. Riley Wealth Advisors
Florida
$2.22M +$38.8K +264 +2%
GC
302
Grimes & Company
Massachusetts
$2.22M +$5.87K +40 +0.3%
AIA
303
AIMZ Investment Advisors
California
$2.21M +$734 +5 +0%
CFP
304
Cascade Financial Partners
California
$2.21M +$2.17M +14,791 New
SVWAG
305
Sound View Wealth Advisors Group
Georgia
$2.16M -$977K -6,656 -32%
CFO
306
Collective Family Office
Pennsylvania
$2.16M +$197K +1,345 +11%
PFM
307
Phillips Financial Management
Indiana
$2.14M
GBT
308
Grove Bank & Trust
Florida
$2.13M +$172K +1,170 +9%
BOH
309
Bank of Hawaii
Hawaii
$2.09M +$63.9K +435 +3%
CFAM
310
Center For Asset Management
Florida
$2.07M +$124K +846 +7%
GFL
311
Granite FO LLC
New Hampshire
$2.02M
E
312
ETFidea
New York
$2.02M +$260K +1,772 +16%
IFA
313
Index Fund Advisors
California
$1.99M -$8.96K -61 -0.5%
CWM
314
Cadence Wealth Management
Massachusetts
$1.96M +$97.8K +666 +6%
IAA
315
Ironsides Asset Advisors
North Carolina
$1.96M -$413K -2,814 -18%
WA
316
Wealth Alliance
New York
$1.95M +$18.5K +126 +1%
MFG
317
MTM Financial Group
Pennsylvania
$1.94M -$37.9K -258 -2%
SWP
318
Stratos Wealth Partners
Ohio
$1.93M +$13.9K +95 +0.8%
GP
319
Girard Partners
Pennsylvania
$1.93M +$277K +1,887 +18%
SWM
320
SilverOak Wealth Management
Minnesota
$1.92M +$60.1K +409 +3%
WJA
321
Willis Johnson & Associates
Texas
$1.91M -$46.4K -316 -3%
JWCA
322
J.W. Cole Advisors
Florida
$1.91M +$66.5K +453 +4%
GRP
323
Global Retirement Partners
California
$1.91M -$94.1K -641 -5%
WFAG
324
Wescott Financial Advisory Group
Pennsylvania
$1.89M -$320K -2,182 -15%
Jane Street
325
Jane Street
New York
$1.88M +$497K +3,386 +39%