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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
151
Commerce Bank
Missouri
$6.7M -$2.28M -16,465 -25%
LWM
152
Ledge Wealth Management
Minnesota
$6.65M +$84.6K +610 +1%
PWM
153
Provident Wealth Management
Tennessee
$6.55M -$125K -899 -2%
CWM
154
Cranbrook Wealth Management
Michigan
$6.47M -$1.53M -11,053 -19%
WIC
155
Whitegate Investment Counselors
New Hampshire
$6.42M +$86.7K +625 +1%
BWM
156
Brickley Wealth Management
California
$6.38M -$59.8K -431 -0.9%
FPIS
157
Financial Planning & Information Services
Wisconsin
$6.34M -$191K -1,378 -3%
PAS
158
Park Avenue Securities
New York
$6.27M +$271K +1,957 +4%
ATPW
159
Ashton Thomas Private Wealth
Arizona
$6.23M +$149K +1,073 +2%
SCA
160
Scott Capital Advisors
Oregon
$6.11M -$113K -815 -2%
ONB
161
Old National Bancorp
Indiana
$6.06M -$122K -877 -2%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$5.92M -$827K -5,960 -12%
OWM
163
Opes Wealth Management
California
$5.8M -$91.1K -657 -1%
SPIA
164
Steward Partners Investment Advisory
New York
$5.75M -$143K -1,028 -2%
PAI
165
Pittenger & Anderson Inc
Nebraska
$5.73M
UB
166
UMB Bank
Missouri
$5.72M -$212K -1,530 -3%
AWS
167
Atria Wealth Solutions
New York
$5.6M +$570K +4,111 +11%
FCI
168
Financial Counselors Inc
Kansas
$5.58M -$133K -961 -2%
RWA
169
Redhawk Wealth Advisors
Minnesota
$5.53M +$774K +5,581 +16%
TFCP
170
Twin Focus Capital Partners
Massachusetts
$5.49M +$982K +7,077 +21%
MRC
171
Millburn Ridgefield Corp
New York
$5.47M +$29.7K +214 +0.5%
SWIM
172
Smallwood Wealth Investment Management
New Jersey
$5.45M -$8.88K -64 -0.2%
WAM
173
Weinberger Asset Management
California
$5.44M -$273K -1,966 -5%
AI
174
Atria Investments
North Carolina
$5.42M -$1.59M -11,478 -22%
PWMA
175
Pension & Wealth Management Advisors
Massachusetts
$5.37M +$259K +1,868 +5%