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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
426
Evergreen Wealth Management
Michigan
$1.29M -$30.6K -193 -2%
CWA
427
CJM Wealth Advisers
Virginia
$1.27M
HAM
428
Hickory Asset Management
Ohio
$1.27M -$62.7K -396 -5%
RPSA
429
Richard P. Slaughter Associates
Texas
$1.26M -$1.61M -10,137 -57%
BCIM
430
Bishop & Co Investment Management
Pennsylvania
$1.26M +$398K +2,513 +49%
EF
431
Elite Financial
Idaho
$1.24M +$116K +732 +11%
FC
432
Forte Capital
New York
$1.24M -$24.5K -155 -2%
PCM
433
Parsons Capital Management
Rhode Island
$1.23M -$8.07K -51 -0.7%
CAL
434
Capital Advisors Ltd
Ohio
$1.23M +$21.7K +137 +2%
Lido Advisors
435
Lido Advisors
California
$1.23M +$17.1K +108 +1%
WIA
436
World Investment Advisors
California
$1.22M -$19.2M -121,238 -94%
MSFS
437
Main Street Financial Solutions
Pennsylvania
$1.22M
SWM
438
Schwallier Wealth Management
Michigan
$1.21M +$143K +906 +14%
OC
439
Oakworth Capital
Alabama
$1.2M
PA
440
Parallel Advisors
California
$1.19M +$763K +4,820 +198%
D
441
Dentgroup
Louisiana
$1.19M -$34.2K -216 -3%
MSA
442
Marino Stram & Associates
Massachusetts
$1.18M +$76K +480 +7%
BFA
443
Buttonwood Financial Advisors
Maryland
$1.18M +$84.7K +535 +8%
IPW
444
Intergy Private Wealth
Colorado
$1.18M +$24.5K +155 +2%
AWP
445
Astra Wealth Partners
New Jersey
$1.16M +$70.8K +447 +7%
CWM
446
Chemistry Wealth Management
New York
$1.16M +$158 +1 +0%
CAM
447
Cozad Asset Management
Illinois
$1.14M +$77.7K +491 +8%
PCM
448
Peirce Capital Management
Texas
$1.12M +$1.08M +6,826 New
AIFAIM
449
American Institute for Advanced Investment Management
Arizona
$1.11M -$2.06K -13 -0.2%
TPW
450
Talon Private Wealth
Florida
$1.11M -$595K -3,756 -36%