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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Buckingham Strategic Wealth
326
Buckingham Strategic Wealth
Missouri
$1.36M +$136K +1,002 +10%
CANC
327
Culbertson A N & Co
Virginia
$1.36M +$6.23K +46 +0.4%
Advisory Alpha
328
Advisory Alpha
Michigan
$1.35M +$7.72K +57 +0.5%
AWM
329
Aspire Wealth Management
Massachusetts
$1.35M -$9.34K -69 -0.6%
Grimes & Company
330
Grimes & Company
Massachusetts
$1.33M +$12.7K +94 +0.9%
CFO
331
Collective Family Office
Pennsylvania
$1.33M +$824K +6,089 +126%
TCBWMS
332
Texas Capital Bank Wealth Management Services
Texas
$1.32M – – –
CA
333
Continuum Advisory
Idaho
$1.31M +$383K +2,830 +36%
Ballentine Partners
334
Ballentine Partners
Massachusetts
$1.3M – – –
CWMGP
335
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.3M -$118K -870 -8%
Citigroup
336
Citigroup
New York
$1.29M -$100K -741 -7%
Choreo LLC
337
Choreo LLC
Illinois
$1.28M +$428K +3,165 +43%
KA
338
Kovack Advisors
Florida
$1.26M -$2.67M -19,690 -66%
IA
339
Insight Advisors
Pennsylvania
$1.26M +$135 +1 +0%
AWA
340
Amplius Wealth Advisors
Pennsylvania
$1.25M -$81.8K -604 -6%
AWA
341
Arete Wealth Advisors
Illinois
$1.25M +$1.16M +8,601 +524%
Allspring Global Investments
342
Allspring Global Investments
North Carolina
$1.24M -$122K -904 -8%
PIMG
343
Patriot Investment Management Group
Tennessee
$1.24M +$87.3K +645 +7%
SWA
344
Stratos Wealth Advisors
Ohio
$1.24M +$88.3K +652 +7%
Stratos Wealth Partners
345
Stratos Wealth Partners
Ohio
$1.22M +$544K +4,019 +67%
CS
346
Capital Square
Tennessee
$1.22M +$19.8K +146 +1%
WJA
347
Willis Johnson & Associates
Texas
$1.2M +$642K +4,744 +92%
WWM
348
Windsor Wealth Management
Indiana
$1.19M +$119K +879 +10%
IAN
349
Integrated Advisors Network
Texas
$1.19M -$23.1K -171 -2%
Kestra Private Wealth Services
350
Kestra Private Wealth Services
Texas
$1.18M +$184K +1,362 +16%