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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
476
Chemistry Wealth Management
New York
$1.25M
Lido Advisors
477
Lido Advisors
California
$1.24M +$45K +257 +4%
GIA
478
GHP Investment Advisors
Colorado
$1.23M +$130K +742 +12%
CFO
479
Callan Family Office
Pennsylvania
$1.22M +$34.3K +196 +3%
NPFS
480
Novak & Powell Financial Services
Florida
$1.19M
AIFAIM
481
American Institute for Advanced Investment Management
Arizona
$1.19M -$9.98K -57 -0.8%
AFP
482
Ausdal Financial Partners
Iowa
$1.19M +$172K +984 +17%
FF
483
Friday Financial
Iowa
$1.18M +$24.9K +142 +2%
RDFA
484
Ritter Daniher Financial Advisory
Ohio
$1.18M +$4.72K +27 +0.4%
WTC
485
WhitTier Trust Company
Nevada
$1.18M -$118K -675 -9%
SLT
486
St Louis Trust
Missouri
$1.17M
SFS
487
Sowell Financial Services
Arkansas
$1.17M +$24.5K +140 +2%
CAM
488
Cozad Asset Management
Illinois
$1.16M +$24K +137 +2%
SAI
489
Savvy Advisors Inc
New York
$1.16M +$77K +440 +7%
CWM
490
Collaborative Wealth Management
Florida
$1.16M +$551K +3,147 +93%
FNBOO
491
First National Bank of Omaha
Nebraska
$1.15M +$1.13M +6,465 New
DWM
492
DeLarme Wealth Management
California
$1.15M +$1.13M +6,473 New
Russell Investments Group
493
Russell Investments Group
United Kingdom
$1.14M +$46.9K +268 +4%
AT
494
American Trust
Kentucky
$1.13M +$10.9K +62 +1%
BAM
495
Belpointe Asset Management
Nevada
$1.12M -$3.33K -19 -0.3%
WF
496
Warner Financial
Maryland
$1.12M +$10.2K +58 +0.9%
GPA
497
Guidance Point Advisors
Massachusetts
$1.11M +$5.6K +32 +0.5%
CFA
498
Cahill Financial Advisors
Minnesota
$1.11M +$8.23K +47 +0.8%
SIMC
499
Squire Investment Management Company
Utah
$1.11M +$30.1K +172 +3%
DWM
500
Dakota Wealth Management
Florida
$1.1M -$3.01M -17,187 -73%