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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
151
Provident Wealth Management
Tennessee
$7.78M +$49.6K +338 +0.7%
HF
152
HRT Financial
New York
$7.75M +$7.3M +49,731 New
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$7.69M -$199K -1,353 -3%
OWM
154
Opes Wealth Management
California
$7.68M +$596K +4,059 +9%
WIC
155
Whitegate Investment Counselors
New Hampshire
$7.59M +$119K +808 +2%
AF
156
Allworth Financial
California
$7.49M -$91.5K -623 -1%
BWM
157
Brickley Wealth Management
California
$7.37M -$5.14K -35 -0.1%
FPIS
158
Financial Planning & Information Services
Wisconsin
$7.26M -$152K -1,033 -2%
Bank of New York Mellon
159
Bank of New York Mellon
New York
$6.92M -$1.97M -13,404 -23%
ASN
160
Advisory Services Network
Georgia
$6.86M -$881 -6 -0%
FCI
161
Financial Counselors Inc
Kansas
$6.78M -$388K -2,646 -6%
BSB
162
Bangor Savings Bank
Maine
$6.74M +$54.6K +372 +0.9%
SWA
163
SOA Wealth Advisors
New York
$6.73M -$99.5K -678 -2%
CWM
164
Cranbrook Wealth Management
Michigan
$6.73M -$279K -1,900 -4%
BMCM
165
Bryn Mawr Capital Management
Pennsylvania
$6.72M +$1.63M +11,116 +35%
UB
166
UMB Bank
Missouri
$6.71M +$530K +3,608 +9%
RA
167
Ruggaard & Associates
Ohio
$6.7M +$388K +2,643 +7%
PAI
168
Pittenger & Anderson Inc
Nebraska
$6.63M
AOWM
169
Alpha Omega Wealth Management
Virginia
$6.61M +$269K +1,831 +5%
ONB
170
Old National Bancorp
Indiana
$6.56M +$101K +687 +2%
Corient Private Wealth
171
Corient Private Wealth
Florida
$6.54M -$221K -1,504 -3%
SWIM
172
Smallwood Wealth Investment Management
New Jersey
$6.49M +$26.6K +181 +0.4%
AA
173
Advisory Alpha
Michigan
$6.41M +$3.76M +25,593 +165%
FHA
174
First Horizon Advisors
Tennessee
$6.22M +$637K +4,340 +12%
RIA
175
Regal Investment Advisors
Michigan
$6.14M +$18.9K +129 +0.3%