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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$6.9M +$1.87M +12,698 +38%
WIC
152
Whitegate Investment Counselors
New Hampshire
$6.88M +$182K +1,239 +3%
DADC
153
D.A. Davidson & Co
Montana
$6.84M +$75.6K +514 +1%
IAIM
154
International Assets Investment Management
Florida
$6.73M +$5.58M +37,922 New
FGG
155
Financial Guidance Group
Florida
$6.67M +$6.56M +44,592 New
WFA
156
Wellspring Financial Advisors
Ohio
$6.63M -$2.48M -16,838 -2%
UB
157
UMB Bank
Missouri
$6.51M -$392K -2,668 -6%
WFM
158
Wolff Financial Management
Michigan
$6.46M -$9.12K -62 -0.1%
LWM
159
Ledge Wealth Management
Minnesota
$6.45M +$6.34M +43,115 New
PAI
160
Pittenger & Anderson Inc
Nebraska
$6.42M
SC
161
Sepio Capital
Utah
$6.38M
OWM
162
Opes Wealth Management
California
$6.36M +$96K +653 +2%
CAN
163
Cetera Advisor Networks
California
$6.35M -$414K -2,817 -6%
HA
164
HYA Advisors
Missouri
$6.01M +$250K +1,703 +4%
LB
165
Leo Brokerage
Texas
$5.83M +$5.73M +38,978 New
RFA
166
RTD Financial Advisors
Pennsylvania
$5.77M -$1.32K -9 -0%
EF
167
Empowered Funds
Pennsylvania
$5.6M +$5.5M +37,427 New
FCI
168
Financial Counselors Inc
Kansas
$5.57M +$1.73M +11,750 +46%
IFPL
169
Investments & Financial Planning LLC
Kentucky
$5.55M +$123K +838 +2%
SWIM
170
Smallwood Wealth Investment Management
New Jersey
$5.49M +$121K +820 +2%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$5.46M -$100K -681 -2%
ATPW
172
Ashton Thomas Private Wealth
Arizona
$5.45M +$286K +1,942 +6%
WAM
173
Weinberger Asset Management
California
$5.41M -$315K -2,142 -6%
JFA
174
JNBA Financial Advisors
Minnesota
$5.38M -$628K -4,270 -11%
MCM
175
Manchester Capital Management
Vermont
$5.35M -$30.9K -210 -0.6%