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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
301
Greenup Street Wealth Management
Michigan
$2.85M +$2.78M +16,339 New
WRPWM
302
Werba Rubin Papier Wealth Management
California
$2.84M +$308K +1,812 +13%
ACA
303
Aptus Capital Advisors
Alabama
$2.83M -$444K -2,611 -14%
TW
304
TritonPoint Wealth
Maryland
$2.81M
AIA
305
AIMZ Investment Advisors
California
$2.8M +$357K +2,096 +15%
CIAS
306
CBIZ Investment Advisory Services
Ohio
$2.8M
HSA
307
HBK Sorce Advisory
Pennsylvania
$2.78M -$163K -957 -6%
CCA
308
Checchi Capital Advisers
California
$2.75M -$52.2K -307 -2%
CF
309
Conquis Financial
California
$2.73M -$48.8K -287 -2%
WTA
310
Washington Trust Advisors
Massachusetts
$2.7M +$37.9K +223 +1%
VWM
311
Valley Wealth Managers
New Jersey
$2.7M -$158K -930 -6%
CW
312
Cooksen Wealth
Texas
$2.69M -$286K -1,680 -10%
SEIA
313
Signature Estate & Investment Advisors
California
$2.69M -$1.7K -10 -0.1%
PRP
314
Peak Retirement Planning
Ohio
$2.67M +$117K +688 +5%
PCG
315
Prosperity Consulting Group
Maryland
$2.63M +$48.8K +287 +2%
SWM
316
Sagace Wealth Management
Florida
$2.63M +$507K +2,977 +25%
IWM
317
Inlight Wealth Management
Georgia
$2.62M +$680K +3,998 +36%
WJA
318
Willis Johnson & Associates
Texas
$2.58M -$516K -3,034 -17%
BOH
319
Bank of Hawaii
Hawaii
$2.51M
IA
320
Integrity Alliance
Iowa
$2.51M -$1.7M -10,004 -41%
1WA
321
180 Wealth Advisors
Washington
$2.49M +$11.9K +70 +0.5%
WPA
322
Wealth Preservation Advisors
Tennessee
$2.49M +$108K +633 +5%
Vanguard Group
323
Vanguard Group
Pennsylvania
$2.47M +$33K +194 +1%
GC
324
Grimes & Company
Massachusetts
$2.44M +$9.7K +57 +0.4%
WA
325
Wealth Alliance
New York
$2.42M -$137K -808 -6%