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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
451
Chemistry Wealth Management
New York
$1.12M -$10.6K -63 -0.9%
Lido Advisors
452
Lido Advisors
California
$1.12M -$3.37K -20 -0.3%
Caprock Group
453
Caprock Group
Idaho
$1.11M +$1.15M +6,839 New
CFA
454
Cahill Financial Advisors
Minnesota
$1.09M +$30.7K +182 +3%
EF
455
Elite Financial
Idaho
$1.08M +$1.13M +6,677 New
BEAM
456
Baker Ellis Asset Management
Washington
$1.08M – – –
Smithfield Trust
457
Smithfield Trust
Pennsylvania
$1.08M -$49.6K -294 -4%
AWP
458
Astra Wealth Partners
New Jersey
$1.06M +$1.11M +6,582 New
SWM
459
Schwallier Wealth Management
Michigan
$1.06M -$94.3K -559 -8%
Empowered Funds
460
Empowered Funds
Pennsylvania
$1.06M – – –
JIC
461
Joel Isaacson & Co
New York
$1.05M -$2.53K -15 -0.2%
AIFAIM
462
American Institute for Advanced Investment Management
Arizona
$1.05M -$5.06K -30 -0.5%
TDWM
463
Topel & Distasi Wealth Management
California
$1.05M – – –
LEA
464
Legacy Edge Advisors
New York
$1.04M -$1.86K -11 -0.2%
WhitTier Trust Company
465
WhitTier Trust Company
Nevada
$1.04M – – –
IFP Advisors
466
IFP Advisors
Florida
$1.03M +$345K +2,043 +47%
LEFP
467
Leading Edge Financial Planning
Tennessee
$1.01M -$980K -5,808 -48%
GPA
468
Guidance Point Advisors
Massachusetts
$998K +$6.41K +38 +0.6%
OC
469
Opinicus Capital
Florida
$993K -$41.5K -246 -4%
Independent Financial Group
470
Independent Financial Group
California
$992K +$45.2K +268 +5%
MW
471
Members Wealth
Pennsylvania
$988K +$1.02M +6,038 New
CIBC World Market
472
CIBC World Market
Ontario, Canada
$977K -$30.4K -180 -3%
DI
473
DDFG Inc
California
$975K -$4.05K -24 -0.4%
MFG
474
Magnus Financial Group
New York
$964K +$7.25K +43 +0.7%
TBWA
475
Three Bridge Wealth Advisors
California
$962K +$36.8K +218 +4%