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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$7.4M -$217K -1,534 -3%
FFG
127
Fullen Financial Group
Ohio
$7.29M +$12.6K +89 +0.2%
MPWT
128
MassMutual Private Wealth & Trust
Connecticut
$7.17M +$69K +488 +0.9%
DADC
129
D.A. Davidson & Co
Montana
$7.16M +$1.35M +9,541 +21%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$7.08M -$1.13M -7,983 -13%
Goldman Sachs
131
Goldman Sachs
New York
$7.07M +$3.49M +24,698 +83%
SFI
132
SPC Financial Inc
Maryland
$7.06M +$7.37M +52,111 +2,177%
BMCM
133
Bryn Mawr Capital Management
Pennsylvania
$7.05M -$1.07M -7,537 -12%
TYCC
134
Texas Yale Capital Corp
Florida
$7.03M +$283 +2 +0%
JFG
135
JMG Financial Group
Illinois
$7M -$2.48M -17,546 -25%
EWA
136
Exencial Wealth Advisors
Oklahoma
$6.99M +$215K +1,522 +3%
GB
137
Goepper Burkhardt
South Carolina
$6.94M -$202K -1,429 -3%
MCM
138
Manchester Capital Management
Vermont
$6.75M +$2.32M +16,420 +46%
TMWM
139
Taylor & Morgan Wealth Management
Michigan
$6.59M +$440K +3,108 +7%
AFS
140
Annapolis Financial Services
Maryland
$6.58M -$65.2K -461 -0.9%
RFA
141
RTD Financial Advisors
Pennsylvania
$6.41M +$1.55M +10,942 +28%
PWM
142
Provident Wealth Management
Tennessee
$6.4M +$270K +1,911 +4%
PAS
143
Park Avenue Securities
New York
$6.39M -$1.67M -11,820 -19%
BWM
144
Brickley Wealth Management
California
$6.25M -$18.7K -132 -0.3%
CSPAM
145
Cary Street Partners Asset Management
Virginia
$6.21M +$33K +233 +0.5%
SPIA
146
Steward Partners Investment Advisory
New York
$6.09M +$129K +909 +2%
LWM
147
Ledge Wealth Management
Minnesota
$6.07M +$528K +3,730 +9%
Bank of New York Mellon
148
Bank of New York Mellon
New York
$6.03M +$2.31M +16,334 +54%
TFCP
149
Twin Focus Capital Partners
Massachusetts
$6.03M -$44.7K -316 -0.7%
WIC
150
Whitegate Investment Counselors
New Hampshire
$5.98M +$31.5K +223 +0.5%