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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
151
Ledge Wealth Management
Minnesota
$6.62M +$487K +3,633 +8%
Northern Trust
152
Northern Trust
Illinois
$6.59M -$1.41M -10,507 -18%
FPIS
153
Financial Planning & Information Services
Wisconsin
$6.58M +$172K +1,282 +3%
BWM
154
Brickley Wealth Management
California
$6.49M -$1.88K -14 -0%
SIA
155
Strategic Investment Advisors
Michigan
$6.41M +$1.13M +8,432 +22%
WIC
156
Whitegate Investment Counselors
New Hampshire
$6.39M +$149K +1,108 +2%
SCA
157
Scott Capital Advisors
Oregon
$6.27M +$108K +808 +2%
OFP
158
OLIO Financial Planning
Virginia
$6.26M +$725K +5,406 +13%
TA
159
Tactive Advisors
Florida
$6.23M +$6.18M +46,065 New
ONB
160
Old National Bancorp
Indiana
$6.23M +$164K +1,225 +3%
ATPW
161
Ashton Thomas Private Wealth
Arizona
$6.14M +$253K +1,884 +4%
PAS
162
Park Avenue Securities
New York
$6.06M +$71.2K +531 +1%
PMG
163
ProVise Management Group
Florida
$6.04M +$67.7K +505 +1%
UB
164
UMB Bank
Missouri
$5.98M -$125K -932 -2%
CI
165
CX Institutional
Indiana
$5.96M +$1.35M +10,098 +30%
SPIA
166
Steward Partners Investment Advisory
New York
$5.94M +$151K +1,125 +3%
OWM
167
Opes Wealth Management
California
$5.94M +$154K +1,146 +3%
PAI
168
Pittenger & Anderson Inc
Nebraska
$5.78M -$20.1K -150 -0.3%
WAM
169
Weinberger Asset Management
California
$5.76M -$391K -2,917 -6%
FCI
170
Financial Counselors Inc
Kansas
$5.76M +$105K +784 +2%
WAM
171
WNY Asset Management
New York
$5.59M -$248K -1,849 -4%
BSB
172
Bangor Savings Bank
Maine
$5.5M -$2.73M -20,331 -33%
SWIM
173
Smallwood Wealth Investment Management
New Jersey
$5.5M +$165K +1,231 +3%
HSA
174
HBK Sorce Advisory
Pennsylvania
$5.49M +$5.45M +40,626 New
MRC
175
Millburn Ridgefield Corp
New York
$5.49M +$3.05M +22,727 +127%