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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Modern Wealth Management
451
Modern Wealth Management
Kansas
$1.22M +$58K +341 +5%
Lido Advisors
452
Lido Advisors
California
$1.19M -$113K -663 -9%
SWM
453
Schwallier Wealth Management
Michigan
$1.19M -$90.2K -530 -7%
AIFAIM
454
American Institute for Advanced Investment Management
Arizona
$1.18M – – –
NPFS
455
Novak & Powell Financial Services
Florida
$1.17M +$792K +4,654 +225%
Callan Family Office
456
Callan Family Office
Pennsylvania
$1.17M – – –
RDFA
457
Ritter Daniher Financial Advisory
Ohio
$1.16M +$1.13M +6,619 New
SLT
458
St Louis Trust
Missouri
$1.15M – – –
FF
459
Friday Financial
Iowa
$1.14M +$54.4K +320 +5%
NSG
460
Nalls Sherbakoff Group
Tennessee
$1.13M +$2.55K +15 +0.2%
Sowell Financial Services
461
Sowell Financial Services
Arkansas
$1.12M -$8.51K -50 -0.8%
CAM
462
Cozad Asset Management
Illinois
$1.12M -$87.1K -512 -7%
HB
463
Horizon Bancorp
Indiana
$1.11M +$357K +2,097 +49%
Belpointe Asset Management
464
Belpointe Asset Management
Nevada
$1.11M +$164K +963 +18%
AT
465
American Trust
Kentucky
$1.1M +$122K +715 +13%
WF
466
Warner Financial
Maryland
$1.09M +$240K +1,410 +29%
GPA
467
Guidance Point Advisors
Massachusetts
$1.09M +$5.28K +31 +0.5%
CFA
468
Cahill Financial Advisors
Minnesota
$1.09M -$41K -241 -4%
IWA
469
IBEX Wealth Advisors
New Jersey
$1.09M +$12.6K +74 +1%
GIA
470
GHP Investment Advisors
Colorado
$1.08M +$147K +866 +16%
Smithfield Trust
471
Smithfield Trust
Pennsylvania
$1.08M -$20.8K -122 -2%
Russell Investments Group
472
Russell Investments Group
United Kingdom
$1.08M +$327K +1,924 +45%
Summit Trail Advisors
473
Summit Trail Advisors
New York
$1.07M +$23.8K +140 +2%
CHC
474
City Holding Co
West Virginia
$1.07M +$57.9K +340 +6%
MFG
475
Magnus Financial Group
New York
$1.07M +$3.57K +21 +0.3%