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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
151
Opes Wealth Management
California
$6.29M +$91.8K +625 +2%
JFA
152
JNBA Financial Advisors
Minnesota
$6.04M +$326K +2,217 +6%
MFW
153
Mosaic Family Wealth
Missouri
$6.01M -$154K -1,049 -3%
RFA
154
RTD Financial Advisors
Pennsylvania
$5.8M +$5.66M +38,568 New
HA
155
HYA Advisors
Missouri
$5.78M -$397K -2,706 -7%
WAM
156
Weinberger Asset Management
California
$5.76M +$5.63M +38,317 New
Bank of New York Mellon
157
Bank of New York Mellon
New York
$5.72M +$103K +699 +2%
NC
158
NovaPoint Capital
Georgia
$5.64M -$1.51M -10,312 -22%
JFG
159
JMG Financial Group
Illinois
$5.6M -$45.4K -309 -0.8%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$5.59M +$425K +2,897 +8%
FHA
161
First Horizon Advisors
Tennessee
$5.54M +$141K +963 +3%
AAP
162
Arax Advisory Partners
Colorado
$5.52M +$2.4M +16,324 +80%
FWP
163
FAS Wealth Partners
Kansas
$5.51M -$28.2K -192 -0.5%
FUBT
164
First United Bank & Trust
Maryland
$5.48M -$223K -1,520 -4%
TFCP
165
Twin Focus Capital Partners
Massachusetts
$5.43M +$1.24M +8,421 +30%
MCM
166
Manchester Capital Management
Vermont
$5.4M -$8.96K -61 -0.2%
VWA
167
Visionary Wealth Advisors
Illinois
$5.39M +$5.27M +35,881 New
SWIM
168
Smallwood Wealth Investment Management
New Jersey
$5.39M +$5.27M +35,865 New
IFPL
169
Investments & Financial Planning LLC
Kentucky
$5.38M +$5.32M +36,247 New
PFA
170
Pure Financial Advisors
California
$5.27M -$28.9K -197 -0.6%
TWP
171
Total Wealth Planning
Ohio
$5.21M -$6.99M -47,616 -50%
ATPW
172
Ashton Thomas Private Wealth
Arizona
$5.18M +$554K +3,771 +12%
SPIA
173
Steward Partners Investment Advisory
New York
$5.03M -$19.7K -134 -0.4%
SPC
174
Sigma Planning Corp
Michigan
$5.03M +$135K +917 +3%
EWA
175
EverSource Wealth Advisors
Alabama
$4.99M +$4.88M +33,210 New