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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
451
Mather Group
Illinois
$876K -$134 -1 -0%
Corient Private Wealth
452
Corient Private Wealth
Florida
$871K +$864K +6,440 New
GJIA
453
Glass Jacobson Investment Advisors
Maryland
$868K +$861K +6,417 New
PCA
454
Personal Capital Advisors
California
$866K +$261K +1,942 +44%
BIM
455
Baldwin Investment Management
Pennsylvania
$854K -$63.7K -475 -7%
CWM
456
Chemistry Wealth Management
New York
$851K +$9.79K +73 +1%
CWM
457
Collaborative Wealth Management
Florida
$847K -$41.7K -311 -5%
NLP
458
Next Level Private
New York
$835K +$804K +5,991 New
AMM
459
American Money Management
California
$834K -$38K -283 -4%
WCA
460
Waypoint Capital Advisors
Minnesota
$821K
SC
461
Savant Capital
Illinois
$821K +$816K +6,083 New
FOA
462
Five Oceans Advisors
California
$817K +$8.18K +61 +1%
SLT
463
St Louis Trust
Missouri
$816K +$288K +2,147 +55%
CAM
464
Cresset Asset Management
Illinois
$815K -$445K -3,319 -27%
SG
465
StoneX Group
New York
$801K +$412K +3,068 +108%
GPA
466
Guidance Point Advisors
Massachusetts
$797K +$6.44K +48 +0.8%
CBFP
467
Cedar Brook Financial Partners
Ohio
$781K -$27.1K -202 -3%
Renaissance Technologies
468
Renaissance Technologies
New York
$771K -$1.13M -8,400 -60%
CHC
469
City Holding Co
West Virginia
$768K -$5.63K -42 -0.7%
CAC
470
Certified Advisory Corp
Florida
$764K -$165K -1,228 -18%
PCM
471
Parsons Capital Management
Rhode Island
$744K +$78.6K +586 +12%
VCA
472
Verdence Capital Advisors
Maryland
$739K +$44.3K +330 +6%
MSFS
473
Main Street Financial Solutions
Pennsylvania
$738K -$104K -777 -12%
HWA
474
Heartwood Wealth Advisors
Virginia
$733K
MFG
475
Magnus Financial Group
New York
$727K +$462K +3,444 +178%