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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
451
Mitchell McLeod Pugh & Williams
Alabama
$1.12M +$102K +602 +9%
CWM
452
Chemistry Wealth Management
New York
$1.12M -$10.6K -63 -0.9%
Lido Advisors
453
Lido Advisors
California
$1.12M -$3.37K -20 -0.3%
CG
454
Caprock Group
Idaho
$1.11M +$1.15M +6,839 New
CFA
455
Cahill Financial Advisors
Minnesota
$1.09M +$30.7K +182 +3%
EF
456
Elite Financial
Idaho
$1.08M +$1.13M +6,677 New
BEAM
457
Baker Ellis Asset Management
Washington
$1.08M
ST
458
Smithfield Trust
Pennsylvania
$1.08M -$49.6K -294 -4%
AWP
459
Astra Wealth Partners
New Jersey
$1.06M +$1.11M +6,582 New
SWM
460
Schwallier Wealth Management
Michigan
$1.06M -$94.3K -559 -8%
EF
461
Empowered Funds
Pennsylvania
$1.06M
JIC
462
Joel Isaacson & Co
New York
$1.05M -$2.53K -15 -0.2%
AIFAIM
463
American Institute for Advanced Investment Management
Arizona
$1.05M -$5.06K -30 -0.5%
TDWM
464
Topel & Distasi Wealth Management
California
$1.05M
LEA
465
Legacy Edge Advisors
New York
$1.04M -$1.86K -11 -0.2%
WTC
466
WhitTier Trust Company
Nevada
$1.04M
IA
467
IFP Advisors
Florida
$1.03M +$345K +2,043 +47%
LEFP
468
Leading Edge Financial Planning
Tennessee
$1.01M -$980K -5,808 -48%
GPA
469
Guidance Point Advisors
Massachusetts
$998K +$6.41K +38 +0.6%
OC
470
Opinicus Capital
Florida
$993K -$41.5K -246 -4%
IFG
471
Independent Financial Group
California
$992K +$45.2K +268 +5%
MW
472
Members Wealth
Pennsylvania
$988K +$1.02M +6,038 New
CIBC World Market
473
CIBC World Market
Ontario, Canada
$977K -$30.4K -180 -3%
DI
474
DDFG Inc
California
$975K -$4.05K -24 -0.4%
MFG
475
Magnus Financial Group
New York
$964K +$7.25K +43 +0.7%