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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
126
Sigma Planning Corp
Michigan
$3.06M +$233K +2,220 +8%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$3.06M +$2.02M +19,267 +769%
SB
128
Simmons Bank
Arkansas
$3.06M -$19.3K -184 -0.6%
CWM
129
Cornerstone Wealth Management
Missouri
$3.05M -$4.2K -40 -0.4%
SFM
130
Signet Financial Management
New Jersey
$3.03M -$142K -1,348 -5%
APA
131
American Portfolios Advisors
New York
$2.96M +$222K +2,119 +8%
APP
132
Avantax Planning Partners
Iowa
$2.93M -$3.35M -31,898 -54%
IAA
133
Ironsides Asset Advisors
North Carolina
$2.91M -$7.77K -74 -0.3%
LC
134
Lubar & Co
Wisconsin
$2.84M
IWS
135
Insight Wealth Strategies
California
$2.81M +$23.4K +223 +0.9%
DADC
136
D.A. Davidson & Co
Montana
$2.79M +$65.3K +622 +2%
WLIM
137
White Lighthouse Investment Management
Massachusetts
$2.78M +$384K +3,660 +17%
UOTTAIMCU
138
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.77M
Mariner
139
Mariner
Kansas
$2.67M -$45.9K -437 -2%
FAIM
140
Financial Advocates Investment Management
Washington
$2.62M -$229K -2,183 -8%
WIC
141
Whitegate Investment Counselors
New Hampshire
$2.62M -$631K -6,009 -20%
LFS
142
Lutz Financial Services
Nebraska
$2.6M -$154K -1,463 -6%
RIA
143
Regal Investment Advisors
Michigan
$2.54M -$35.6K -339 -1%
FAAS
144
First Allied Advisory Services
California
$2.47M +$116K +1,105 +5%
MAFM
145
Mid Atlantic Financial Management
Pennsylvania
$2.42M +$21.5K +205 +0.9%
WFM
146
Wolff Financial Management
Michigan
$2.37M +$607K +5,777 +36%
EK
147
Evensky & Katz
Florida
$2.36M +$2.3M +21,892 New
EI
148
Ellevest Inc
New York
$2.34M +$3.37M +32,077 +182%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$2.32M +$32.8K +312 +1%
APSP
150
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.29M -$49.6K -472 -2%