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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
326
Advisory Alpha
Michigan
$1.35M +$7.72K +57 +0.5%
AWM
327
Aspire Wealth Management
Massachusetts
$1.35M -$9.34K -69 -0.6%
GC
328
Grimes & Company
Massachusetts
$1.33M +$12.7K +94 +0.9%
CFO
329
Collective Family Office
Pennsylvania
$1.33M +$824K +6,089 +126%
TCBWMS
330
Texas Capital Bank Wealth Management Services
Texas
$1.32M
CA
331
Continuum Advisory
Idaho
$1.31M +$383K +2,830 +36%
BP
332
Ballentine Partners
Massachusetts
$1.3M
CWMGP
333
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.3M -$118K -870 -8%
Citigroup
334
Citigroup
New York
$1.29M -$100K -741 -7%
CL
335
Choreo LLC
Illinois
$1.28M +$428K +3,165 +43%
KA
336
Kovack Advisors
Florida
$1.26M -$2.67M -19,690 -66%
IA
337
Insight Advisors
Pennsylvania
$1.26M +$135 +1 +0%
AWA
338
Amplius Wealth Advisors
Pennsylvania
$1.25M -$81.8K -604 -6%
AWA
339
Arete Wealth Advisors
Illinois
$1.25M +$1.16M +8,601 +524%
Allspring Global Investments
340
Allspring Global Investments
North Carolina
$1.24M -$122K -904 -8%
PIMG
341
Patriot Investment Management Group
Tennessee
$1.24M +$87.3K +645 +7%
SWA
342
Stratos Wealth Advisors
Ohio
$1.24M +$88.3K +652 +7%
SWP
343
Stratos Wealth Partners
Ohio
$1.22M +$544K +4,019 +67%
CS
344
Capital Square
Tennessee
$1.22M +$19.8K +146 +1%
WJA
345
Willis Johnson & Associates
Texas
$1.2M +$642K +4,744 +92%
WWM
346
Windsor Wealth Management
Indiana
$1.19M +$119K +879 +10%
IAN
347
Integrated Advisors Network
Texas
$1.19M -$23.1K -171 -2%
KPWS
348
Kestra Private Wealth Services
Texas
$1.18M +$184K +1,362 +16%
TPCW
349
TD Private Client Wealth
New York
$1.18M -$264K -1,949 -17%
NFC
350
Northeast Financial Consultants
Connecticut
$1.17M -$26.3K -194 -2%