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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1001
Rockwood Wealth Management
Pennsylvania
$221K -$193 -1 -0.1%
UPS
1002
UHLMANN PRICE SECURITIES
Illinois
$221K +$216K +1,118 New
Fisher Asset Management
1003
Fisher Asset Management
Washington
$221K -$164K -848 -43%
RWM
1004
Rialto Wealth Management
New York
$219K -$5.8K -30 -3%
PWP
1005
Perfromance Wealth Partners
Illinois
$218K – – –
ACM
1006
Armbruster Capital Management
New York
$217K – – –
MGWA
1007
Monument Group Wealth Advisors
Massachusetts
$216K – – –
FWA
1008
FSM Wealth Advisors
Ohio
$215K +$387 +2 +0.2%
SP
1009
Successful Portfolios
Florida
$215K +$208K +1,075 New
FPGK
1010
Financial Partners Group (Kansas)
Kansas
$215K – – –
Citadel Advisors
1011
Citadel Advisors
Florida
$215K -$846K -4,374 -80%
JGIA
1012
Jackson Grant Investment Advisers
Connecticut
$215K +$967 +5 +0.5%
ISWM
1013
Independent Solutions Wealth Management
New York
$214K +$210K +1,084 New
FBB
1014
Fulton Breakefield Broenniman
Maryland
$214K +$209K +1,081 New
XF
1015
XML Financial
Maryland
$213K +$209K +1,080 New
ALC
1016
Alexander Labrunerie & Co
Missouri
$213K +$209K +1,079 New
OE
1017
OFS Enterprise
Nebraska
$213K +$209K +1,079 New
VP
1018
Verisail Partners
Georgia
$213K +$209K +1,079 New
BAM
1019
BOS Asset Management
Illinois
$213K +$208K +1,077 New
HIW
1020
Holos Integrated Wealth
Pennsylvania
$210K – – –
GWA
1021
Geometric Wealth Advisors
District of Columbia
$209K +$205K +1,058 New
NWMP
1022
Noble Wealth Management PBC
Colorado
$209K -$9.67K -50 -5%
TFS
1023
truNorth Financial Services
Pennsylvania
$207K +$203K +1,050 New
MAM
1024
Mainsail Asset Management
Alabama
$207K +$198K +1,022 New
RT
1025
Rockland Trust
Massachusetts
$207K +$203K +1,048 New