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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
126
MAI Capital Management
Ohio
$8.66M -$1.59M -11,841 -16%
MOS
127
MGO One Seven
Ohio
$8.63M -$2.68M -19,941 -24%
FFG
128
Fullen Financial Group
Ohio
$8.53M +$196K +1,460 +3%
PP
129
Prosperity Planning
Missouri
$8.46M – – –
OWA
130
Octavia Wealth Advisors
Ohio
$8.39M +$612K +4,565 +8%
KBFS
131
Kohmann Bosshard Financial Services
Ohio
$8.2M +$8.13M +60,614 New
CWM
132
Cranbrook Wealth Management
Michigan
$8.02M -$441K -3,286 -5%
JFG
133
JMG Financial Group
Illinois
$7.84M +$620K +4,623 +9%
CSPAM
134
Cary Street Partners Asset Management
Virginia
$7.58M +$780K +5,814 +12%
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$7.49M -$101K -753 -1%
HCMT
136
Highland Capital Management (Tennessee)
Tennessee
$7.48M -$76.1K -567 -1%
MCM
137
Manchester Capital Management
Vermont
$7.37M +$343K +2,555 +5%
TYCC
138
Texas Yale Capital Corp
Florida
$7.34M +$402 +3 +0%
GB
139
Goepper Burkhardt
South Carolina
$7.27M +$92.2K +687 +1%
SWA
140
SOA Wealth Advisors
New York
$7.08M +$332K +2,474 +5%
AI
141
Atria Investments
North Carolina
$7.02M +$46.6K +347 +0.7%
AFS
142
Annapolis Financial Services
Maryland
$6.93M -$45.6K -340 -0.7%
CWA
143
Consilio Wealth Advisors
Washington
$6.91M +$6.39M +47,597 +1,353%
TMWM
144
Taylor & Morgan Wealth Management
Michigan
$6.83M -$16K -119 -0.2%
EWA
145
Exencial Wealth Advisors
Oklahoma
$6.82M -$424K -3,157 -6%
SFI
146
SPC Financial Inc
Maryland
$6.79M -$1.07M -7,978 -14%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$6.78M -$2.56M -19,050 -28%
PWM
148
Provident Wealth Management
Tennessee
$6.73M -$363K -2,707 -5%
RFA
149
RTD Financial Advisors
Pennsylvania
$6.68M -$5.63K -42 -0.1%
LWM
150
Ledge Wealth Management
Minnesota
$6.62M +$487K +3,633 +8%