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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
301
TritonPoint Wealth
Maryland
$2.65M -$79.2K -500 -3%
CCA
302
Checchi Capital Advisers
California
$2.65M -$138K -873 -5%
CIAS
303
CBIZ Investment Advisory Services
Ohio
$2.64M – – –
EI
304
Ellevest Inc
New York
$2.63M -$14.8M -93,424 -85%
MMA
305
Miracle Mile Advisors
California
$2.63M +$7.28K +46 +0.3%
CF
306
Conquis Financial
California
$2.62M -$134K -845 -5%
SPIA
307
Steward Partners Investment Advisory
New York
$2.6M -$244K -1,539 -9%
SEIA
308
Signature Estate & Investment Advisors
California
$2.53M -$258K -1,628 -10%
FGG
309
Financial Guidance Group
Florida
$2.52M -$74.4K -470 -3%
WTA
310
Washington Trust Advisors
Massachusetts
$2.51M +$47.3K +299 +2%
Citigroup
311
Citigroup
New York
$2.49M +$194K +1,224 +9%
PCG
312
Prosperity Consulting Group
Maryland
$2.43M -$231K -1,456 -9%
Corient Private Wealth
313
Corient Private Wealth
Florida
$2.43M -$341K -2,156 -13%
WA
314
Wealth Alliance
New York
$2.41M +$158K +995 +7%
PRP
315
Peak Retirement Planning
Ohio
$2.4M -$197K -1,247 -8%
DW30
316
Drucker Wealth 3.0
New Jersey
$2.39M +$1.63M +10,299 +257%
WRPWM
317
Werba Rubin Papier Wealth Management
California
$2.38M +$90.6K +572 +4%
MAM
318
MMA Asset Management
Pennsylvania
$2.37M +$1.64M +10,354 +254%
BOH
319
Bank of Hawaii
Hawaii
$2.36M -$164K -1,034 -7%
QCM
320
Quantinno Capital Management
New York
$2.36M +$521K +3,292 +30%
CFAM
321
Center For Asset Management
Florida
$2.35M +$490K +3,097 +27%
1WA
322
180 Wealth Advisors
Washington
$2.34M +$18.4K +116 +0.8%
AIA
323
AIMZ Investment Advisors
California
$2.3M -$176K -1,110 -7%
Vanguard Group
324
Vanguard Group
Pennsylvania
$2.29M -$131K -825 -6%
GC
325
Grimes & Company
Massachusetts
$2.29M -$108K -683 -5%