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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
451
Parsons Capital Management
Rhode Island
$1.44M +$140K +802 +11%
RWP
452
Revolve Wealth Partners
New Jersey
$1.43M – – –
TAWM
453
Three Arch Wealth Management
California
$1.42M +$1.41M +8,031 New
JIC
454
Johnson Investment Counsel
Ohio
$1.42M +$1.23K +7 +0.1%
IPW
455
Intergy Private Wealth
Colorado
$1.42M +$41.1K +235 +3%
FNBOMD
456
First National Bank of Mount Dora
Florida
$1.41M – – –
AF
457
Advisornet Financial
Minnesota
$1.41M +$5.42K +31 +0.4%
ECAM
458
East Coast Asset Management
Massachusetts
$1.4M -$78.6K -449 -5%
BCI
459
Brinker Capital Investments
Pennsylvania
$1.4M -$31.9K -182 -2%
AIM
460
Acropolis Investment Management
Missouri
$1.39M -$103K -589 -7%
1IA
461
1834 Investment Advisors
Wisconsin
$1.37M -$32.2K -184 -2%
CWA
462
CJM Wealth Advisers
Virginia
$1.35M -$22.4K -128 -2%
BCIM
463
Bishop & Co Investment Management
Pennsylvania
$1.32M -$1.23K -7 -0.1%
EWM
464
Evergreen Wealth Management
Michigan
$1.32M -$70.9K -405 -5%
MSFS
465
Main Street Financial Solutions
Pennsylvania
$1.32M -$3.5K -20 -0.3%
CAL
466
Capital Advisors Ltd
Ohio
$1.31M -$17.2K -98 -1%
Fuller & Thaler Asset Management
467
Fuller & Thaler Asset Management
California
$1.29M +$877K +5,011 +220%
OC
468
Oakworth Capital
Alabama
$1.29M -$525 -3 -0%
MWM
469
Maridea Wealth Management
New York
$1.29M -$56K -320 -4%
PA
470
Parallel Advisors
California
$1.29M -$118K -672 -8%
D
471
Dentgroup
Louisiana
$1.28M -$700 -4 -0.1%
NF
472
Nikulski Financial
Iowa
$1.28M +$563K +3,215 +81%
PD
473
Planning Directions
Pennsylvania
$1.26M -$132K -753 -10%
KA
474
Kovack Advisors
Florida
$1.26M +$176K +1,007 +17%
CWM
475
Chemistry Wealth Management
New York
$1.25M – – –