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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
126
Exencial Wealth Advisors
Oklahoma
$7.96M +$7.77M +52,925 New
BSB
127
Bangor Savings Bank
Maine
$7.95M +$1.17M +7,964 +18%
AFS
128
Annapolis Financial Services
Maryland
$7.92M -$82.4K -561 -1%
PP
129
Prosperity Planning
Missouri
$7.85M +$572K +3,895 +8%
APP
130
Avantax Planning Partners
Iowa
$7.78M +$84K +572 +1%
GB
131
Goepper Burkhardt
South Carolina
$7.76M +$362K +2,462 +5%
Northern Trust
132
Northern Trust
Illinois
$7.49M +$154K +1,051 +2%
SWA
133
Stratos Wealth Advisors
Ohio
$7.38M +$1.63M +11,124 +29%
BWM
134
Brickley Wealth Management
California
$7.34M -$235K -1,603 -3%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$7.09M +$6.93M +47,189 New
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$7.05M +$128K +869 +2%
UB
137
UMB Bank
Missouri
$6.94M +$69.6K +474 +1%
CAN
138
Cetera Advisor Networks
California
$6.8M +$248K +1,688 +4%
DADC
139
D.A. Davidson & Co
Montana
$6.8M +$112K +762 +2%
WIC
140
Whitegate Investment Counselors
New Hampshire
$6.72M -$451K -3,068 -6%
CWAG
141
Compton Wealth Advisory Group
Virginia
$6.72M +$610K +4,154 +10%
TMWM
142
Taylor & Morgan Wealth Management
Michigan
$6.65M +$6.5M +44,254 New
CSPAM
143
Cary Street Partners Asset Management
Virginia
$6.62M +$6.47M +44,062 New
ACA
144
Atlas Capital Advisors
Wyoming
$6.56M +$13.8K +94 +0.2%
WFM
145
Wolff Financial Management
Michigan
$6.5M +$6.35M +43,219 New
FPIS
146
Financial Planning & Information Services
Wisconsin
$6.48M -$98.7K -672 -2%
CAWM
147
Capital Advisors Wealth Management
Washington
$6.45M -$308K -2,097 -5%
PAI
148
Pittenger & Anderson Inc
Nebraska
$6.45M -$881 -6 -0%
SC
149
Sepio Capital
Utah
$6.4M +$4.4M +29,975 +238%
PWM
150
Provident Wealth Management
Tennessee
$6.3M +$580K +3,948 +10%