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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
451
Smithfield Trust
Pennsylvania
$947K +$320K +2,379 +57%
IWM
452
IHT Wealth Management
Illinois
$946K +$39.8K +296 +5%
IFG
453
Independent Financial Group
California
$943K -$177K -1,316 -17%
PWM
454
Paulson Wealth Management
Illinois
$934K -$92.7K -690 -10%
Lido Advisors
455
Lido Advisors
California
$930K -$146K -1,088 -15%
WI
456
WrapManager Inc
California
$927K -$23.2K -173 -3%
BIM
457
Baldwin Investment Management
Pennsylvania
$916K
NSG
458
Nalls Sherbakoff Group
Tennessee
$916K -$60.2K -448 -7%
KFP
459
KMG Fiduciary Partners
Ohio
$907K
CWM
460
Chemistry Wealth Management
New York
$905K +$27.5K +205 +3%
Envestnet Portfolio Solutions
461
Envestnet Portfolio Solutions
Illinois
$901K +$451K +3,357 +118%
C
462
Croban
Ohio
$897K +$745K +5,548 New
CAG
463
Csenge Advisory Group
Florida
$897K +$177K +1,315 +27%
IPW
464
Intergy Private Wealth
Colorado
$888K +$22.4K +167 +3%
BWM
465
BKM Wealth Management
Wisconsin
$883K +$818K +6,091 New
WCA
466
Waypoint Capital Advisors
Minnesota
$882K +$1.21K +9 +0.1%
MSFS
467
Main Street Financial Solutions
Pennsylvania
$878K -$2.42K -18 -0.3%
GPA
468
Guidance Point Advisors
Massachusetts
$876K +$6.18K +46 +0.8%
STA
469
Summit Trail Advisors
New York
$865K
MCM
470
MidAtlantic Capital Management
Virginia
$859K +$796K +5,926 New
RIM
471
Rockbridge Investment Management
New York
$854K -$110K -817 -12%
FA
472
FDx Advisors
Illinois
$853K -$269 -2 -0%
LEA
473
Legacy Edge Advisors
New York
$838K +$777K +5,782 New
EWP
474
Engrave Wealth Partners
Texas
$833K -$13.5M -100,844 -95%
NLP
475
Next Level Private
New York
$821K -$60.3K -449 -7%