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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
151
Park Avenue Securities
New York
$7.34M +$510K +3,795 +8%
MPWT
152
MassMutual Private Wealth & Trust
Connecticut
$7.34M -$108K -807 -2%
TYCC
153
Texas Yale Capital Corp
Florida
$7.29M -$36.5K -272 -0.5%
ATPW
154
Ashton Thomas Private Wealth
Arizona
$7.29M +$90.4K +673 +1%
LWM
155
Ledge Wealth Management
Minnesota
$7.24M +$39.5K +294 +0.6%
PWM
156
Provident Wealth Management
Tennessee
$7.18M +$90.3K +672 +1%
AF
157
Allworth Financial
California
$7.06M -$2.82M -21,004 -30%
SFI
158
SPC Financial Inc
Maryland
$6.95M -$1.31M -9,779 -17%
WIC
159
Whitegate Investment Counselors
New Hampshire
$6.94M +$24.4K +182 +0.4%
FPIS
160
Financial Planning & Information Services
Wisconsin
$6.9M -$579K -4,311 -8%
BWM
161
Brickley Wealth Management
California
$6.86M -$5.78K -43 -0.1%
FCI
162
Financial Counselors Inc
Kansas
$6.69M -$59.6K -444 -1%
OWM
163
Opes Wealth Management
California
$6.56M +$8.33K +62 +0.1%
CWM
164
Cranbrook Wealth Management
Michigan
$6.54M -$18.3K -136 -0.3%
ASN
165
Advisory Services Network
Georgia
$6.38M +$1.59M +11,859 +37%
SWA
166
SOA Wealth Advisors
New York
$6.36M -$292K -2,172 -5%
Corient Private Wealth
167
Corient Private Wealth
Florida
$6.3M +$2.15M +16,022 +58%
BSB
168
Bangor Savings Bank
Maine
$6.21M +$291K +2,165 +5%
PAI
169
Pittenger & Anderson Inc
Nebraska
$6.17M -$4.03K -30 -0.1%
CSPIA
170
Cary Street Partners Investment Advisory
Virginia
$6.09M +$792K +5,899 +10%
SWIM
171
Smallwood Wealth Investment Management
New Jersey
$6.01M +$126K +937 +2%
ONB
172
Old National Bancorp
Indiana
$6M -$281K -2,093 -5%
TMWM
173
Taylor & Morgan Wealth Management
Michigan
$5.98M -$243K -1,812 -4%
AOWM
174
Alpha Omega Wealth Management
Virginia
$5.88M -$92.3K -687 -2%
RA
175
Ruggaard & Associates
Ohio
$5.85M +$613K +4,565 +13%