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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
151
Scott Capital Advisors
Oregon
$5.55M +$79.2K +585 +1%
WAM
152
Weinberger Asset Management
California
$5.54M +$551K +4,073 +10%
LWM
153
Ledge Wealth Management
Minnesota
$5.52M -$205K -1,512 -3%
UB
154
UMB Bank
Missouri
$5.5M +$389K +2,874 +7%
ONB
155
Old National Bancorp
Indiana
$5.46M -$38.7K -286 -0.6%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$5.4M +$764K +5,644 +15%
PAS
157
Park Avenue Securities
New York
$5.39M -$689K -5,089 -10%
PMG
158
ProVise Management Group
Florida
$5.38M +$469K +3,465 +9%
TFCP
159
Twin Focus Capital Partners
Massachusetts
$5.33M -$371K -2,744 -6%
ATPW
160
Ashton Thomas Private Wealth
Arizona
$5.29M +$253K +1,871 +4%
WAM
161
WNY Asset Management
New York
$5.25M -$138K -1,018 -2%
PAI
162
Pittenger & Anderson Inc
Nebraska
$5.22M
SPIA
163
Steward Partners Investment Advisory
New York
$5.21M -$570K -4,209 -9%
OWM
164
Opes Wealth Management
California
$5.21M +$86.6K +640 +2%
WFM
165
Wolff Financial Management
Michigan
$5.21M +$5.55K +41 +0.1%
FCI
166
Financial Counselors Inc
Kansas
$5.09M +$453K +3,348 +9%
Goldman Sachs
167
Goldman Sachs
New York
$5.07M -$1.75M -12,946 -24%
OFP
168
OLIO Financial Planning
Virginia
$4.98M +$345K +2,551 +7%
FGG
169
Financial Guidance Group
Florida
$4.96M -$190K -1,400 -3%
FHA
170
First Horizon Advisors
Tennessee
$4.93M -$404K -2,982 -7%
Toronto Dominion Bank
171
Toronto Dominion Bank
Ontario, Canada
$4.87M +$5.41M +40,000 New
SWIM
172
Smallwood Wealth Investment Management
New Jersey
$4.81M +$262K +1,935 +5%
SIA
173
Strategic Investment Advisors
Michigan
$4.74M +$974K +7,193 +23%
MFG
174
Merit Financial Group
Georgia
$4.68M -$6M -44,317 -54%
Citadel Advisors
175
Citadel Advisors
Florida
$4.58M +$5.09M +37,633 New