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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
126
Capital Advisors Wealth Management
Washington
$6.24M +$402K +2,845 +7%
FAT
127
First American Trust
California
$6.24M -$68.8K -487 -1%
CAN
128
Cetera Advisor Networks
California
$6.21M +$2.94M +20,829 +89%
NA
129
NewEdge Advisors
Louisiana
$6.13M +$377K +2,671 +7%
DADC
130
D.A. Davidson & Co
Montana
$6.13M +$135K +954 +2%
OMC
131
Old Mission Capital
Illinois
$6.11M +$3.95M +27,966 +180%
CAG
132
Compass Advisory Group
New York
$6.08M +$728K +5,154 +14%
RC
133
Rovin Capital
Arizona
$6.03M +$10.7K +76 +0.2%
PAI
134
Pittenger & Anderson Inc
Nebraska
$6.02M +$1.05M +7,437 +21%
ACA
135
Atlas Capital Advisors
Wyoming
$6.01M +$685K +4,846 +13%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$6M +$113K +799 +2%
AW
137
Avion Wealth
Texas
$5.99M +$5.35M +37,846 +796%
FPIS
138
Financial Planning & Information Services
Wisconsin
$5.97M -$146K -1,035 -2%
IFA
139
Interactive Financial Advisors
Illinois
$5.93M +$5.85M +41,401 +5,254%
PAS
140
Park Avenue Securities
New York
$5.93M +$3.17M +22,463 +114%
OWA
141
Octavia Wealth Advisors
Ohio
$5.87M +$724K +5,126 +14%
QAM
142
Q3 Asset Management
Michigan
$5.85M -$1.3M -9,211 -18%
CB
143
Commerce Bank
Missouri
$5.83M +$452K +3,195 +8%
OPWM
144
Oxinas Partners Wealth Management
Indiana
$5.74M +$1.25M +8,853 +28%
OWM
145
Opes Wealth Management
California
$5.72M -$87.9K -622 -2%
CSPAM
146
Cary Street Partners Asset Management
Virginia
$5.72M -$8.5M -60,138 -60%
MFW
147
Mosaic Family Wealth
Missouri
$5.62M +$266K +1,880 +5%
CWAG
148
Compton Wealth Advisory Group
Virginia
$5.55M +$976K +6,906 +21%
FUBT
149
First United Bank & Trust
Maryland
$5.34M +$284K +2,012 +6%
CCA
150
Checchi Capital Advisers
California
$5.26M +$872K +6,169 +20%