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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
126
Octavia Wealth Advisors
Ohio
$8.76M +$720K +4,895 +9%
HCMT
127
Highland Capital Management (Tennessee)
Tennessee
$8.75M -$299K -2,036 -3%
DWA
128
Dougherty Wealth Advisers
Minnesota
$8.72M +$295K +2,004 +4%
CPIG
129
Chicago Partners Investment Group
Illinois
$8.44M -$158K -1,072 -2%
CI
130
CX Institutional
Indiana
$8.42M +$52.9K +360 +0.6%
FFG
131
Fullen Financial Group
Ohio
$8.41M +$114K +778 +1%
QAM
132
Q3 Asset Management
Michigan
$8.26M +$8.12M +55,195 New
GB
133
Goepper Burkhardt
South Carolina
$8.23M +$499K +3,395 +7%
ONB
134
Old National Bancorp
Indiana
$8.22M +$132K +895 +2%
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$8.21M +$183K +1,247 +2%
TYCC
136
Texas Yale Capital Corp
Florida
$8.12M +$22.2K +151 +0.3%
APP
137
Avantax Planning Partners
Iowa
$8.1M +$342K +2,325 +4%
EWA
138
Exencial Wealth Advisors
Oklahoma
$7.85M -$65.7K -447 -0.8%
AFS
139
Annapolis Financial Services
Maryland
$7.67M -$213K -1,448 -3%
MFG
140
Merit Financial Group
Georgia
$7.55M +$6.98M +47,471 +1,601%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$7.48M +$454K +3,088 +7%
Northern Trust
142
Northern Trust
Illinois
$7.36M -$96.8K -658 -1%
BWM
143
Brickley Wealth Management
California
$7.24M -$62.9K -428 -0.9%
TMWM
144
Taylor & Morgan Wealth Management
Michigan
$7.15M +$516K +3,506 +8%
CSPAM
145
Cary Street Partners Asset Management
Virginia
$7.14M +$535K +3,637 +8%
CWAG
146
Compton Wealth Advisory Group
Virginia
$7.11M +$414K +2,818 +6%
PWM
147
Provident Wealth Management
Tennessee
$7.11M +$824K +5,603 +13%
TFCP
148
Twin Focus Capital Partners
Massachusetts
$7.02M +$1.58M +10,763 +30%
ACA
149
Atlas Capital Advisors
Wyoming
$7M +$463K +3,150 +7%
FPIS
150
Financial Planning & Information Services
Wisconsin
$6.96M +$501K +3,405 +8%