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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
126
Opes Wealth Management
California
$5.58M +$1.17M +9,141 +28%
CSPAM
127
Cary Street Partners Asset Management
Virginia
$5.55M +$3.04M +23,774 +31%
ML
128
McAdam LLC
Pennsylvania
$5.55M +$2.43M +18,954 +85%
NA
129
NewEdge Advisors
Louisiana
$5.53M +$550K +4,299 +12%
HA
130
HYA Advisors
Missouri
$5.38M +$489K +3,821 +11%
HF
131
HRT Financial
New York
$5.26M +$4.99M +38,977 New
JFG
132
JMG Financial Group
Illinois
$5.24M +$728K +5,682 +17%
CB
133
Commerce Bank
Missouri
$5.17M +$69.8K +545 +1%
SPIA
134
Steward Partners Investment Advisory
New York
$5.16M +$1.89M +14,768 +63%
CAG
135
Compass Advisory Group
New York
$5.14M +$1.21M +9,460 +33%
MFW
136
Mosaic Family Wealth
Missouri
$5.14M -$249K -1,942 -5%
ACA
137
Atlas Capital Advisors
Wyoming
$5.12M +$200K +1,559 +4%
JFA
138
JNBA Financial Advisors
Minnesota
$5.04M -$896 -7 -0%
FWP
139
FAS Wealth Partners
Kansas
$4.99M -$7.68K -60 -0.2%
PFA
140
Pure Financial Advisors
California
$4.96M -$345K -2,694 -7%
OWA
141
Octavia Wealth Advisors
Ohio
$4.95M +$2.55M +19,925 +119%
MCM
142
Manchester Capital Management
Vermont
$4.85M +$394K +3,081 +9%
FUBT
143
First United Bank & Trust
Maryland
$4.85M +$1.04M +8,143 +29%
PAI
144
Pittenger & Anderson Inc
Nebraska
$4.78M
BF
145
BOK Financial
Oklahoma
$4.71M +$178K +1,389 +4%
TC
146
Tacita Capital
Ontario, Canada
$4.59M -$87.7K -685 -2%
CWAG
147
Compton Wealth Advisory Group
Virginia
$4.39M +$125K +980 +3%
SCM
148
SOL Capital Management
Maryland
$4.37M +$57.6K +450 +1%
OPWM
149
Oxinas Partners Wealth Management
Indiana
$4.32M +$4.1M +31,998 New
BI
150
Berkeley Inc
Idaho
$4.23M +$191K +1,492 +5%