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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
126
D.A. Davidson & Co
Montana
$10.4M +$807K +4,741 +9%
WANY
127
Wealthspire Advisors (New York)
New York
$10.3M +$217K +1,278 +2%
MCM
128
MAI Capital Management
Ohio
$10.3M +$285K +1,674 +3%
SCP
129
Stevens Capital Partners
Nebraska
$10.2M +$523K +3,076 +6%
GFA
130
Gladwyn Financial Advisors
Virginia
$10.1M +$301K +1,768 +3%
MPWT
131
MassMutual Private Wealth & Trust
Connecticut
$10.1M -$688K -4,045 -7%
BFG
132
Bleakley Financial Group
New Jersey
$9.74M +$117K +690 +1%
SCA
133
Scott Capital Advisors
Oregon
$9.63M -$731K -4,298 -7%
Comerica Bank
134
Comerica Bank
Texas
$9.6M +$682K +4,006 +8%
CB
135
Commerce Bank
Missouri
$9.58M -$304K -1,787 -3%
TYCC
136
Texas Yale Capital Corp
Florida
$9.58M +$510 +3 +0%
MT
137
Midwest Trust
Kansas
$9.54M +$240K +1,410 +3%
ABC
138
Associated Banc-Corp
Wisconsin
$9.52M +$1.8M +10,574 +24%
APP
139
Avantax Planning Partners
Iowa
$9.48M -$348K -2,046 -4%
Northern Trust
140
Northern Trust
Illinois
$9.46M -$82.5K -485 -0.9%
FMTCOCP
141
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9.27M +$512K +3,012 +6%
HCMT
142
Highland Capital Management (Tennessee)
Tennessee
$9.13M -$118K -694 -1%
ATPW
143
Ashton Thomas Private Wealth
Arizona
$8.8M +$4.33M +25,431 +103%
PP
144
Prosperity Planning
Missouri
$8.5M -$516K -3,032 -6%
SC
145
Swan Capital
Florida
$8.44M -$2.58M -15,155 -24%
AOWM
146
Alpha Omega Wealth Management
Virginia
$8.39M +$417K +2,450 +5%
EPP
147
ETF Portfolio Partners
Kansas
$8.31M +$197K +1,156 +2%
SWIM
148
Smallwood Wealth Investment Management
New Jersey
$8.21M +$280K +1,646 +4%
EWA
149
Exencial Wealth Advisors
Oklahoma
$8.2M -$490K -2,878 -6%
BWM
150
Brickley Wealth Management
California
$8.15M -$17.5K -103 -0.2%