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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Allworth Financial
California
$7.39M -$107K -708 -1%
BMCM
152
Bryn Mawr Capital Management
Pennsylvania
$7.25M +$762K +5,019 +12%
SA
153
Sanctuary Advisors
Indiana
$7.2M +$7.28M +48,007 New
BWM
154
Brickley Wealth Management
California
$7.1M -$17.3K -114 -0.2%
KBFS
155
Kohmann Bosshard Financial Services
Ohio
$7.07M -$3.28M -21,634 -32%
DWM
156
Dakota Wealth Management
Florida
$6.94M -$842K -5,548 -11%
Bank of New York Mellon
157
Bank of New York Mellon
New York
$6.89M +$215K +1,417 +3%
SC
158
Swan Capital
Florida
$6.75M -$3.03M -19,997 -31%
ASN
159
Advisory Services Network
Georgia
$6.75M +$132K +869 +2%
FCI
160
Financial Counselors Inc
Kansas
$6.58M +$41.4K +273 +0.6%
AOWM
161
Alpha Omega Wealth Management
Virginia
$6.49M +$120K +789 +2%
CWM
162
Cranbrook Wealth Management
Michigan
$6.48M -$18.4K -121 -0.3%
RA
163
Ruggaard & Associates
Ohio
$6.45M -$15.6K -103 -0.2%
UB
164
UMB Bank
Missouri
$6.43M -$37.2K -245 -0.6%
Corient Private Wealth
165
Corient Private Wealth
Florida
$6.41M +$115K +760 +2%
PAI
166
Pittenger & Anderson Inc
Nebraska
$6.4M
FPIS
167
Financial Planning & Information Services
Wisconsin
$6.37M -$638K -4,203 -9%
Goldman Sachs
168
Goldman Sachs
New York
$6.35M -$2.64M -17,369 -29%
SWIM
169
Smallwood Wealth Investment Management
New Jersey
$6.35M +$88.2K +581 +1%
EC
170
Estate Counselors
Wisconsin
$6.31M +$6.36M +41,895 New
ONB
171
Old National Bancorp
Indiana
$6.23M -$97.4K -642 -2%
SWA
172
SOA Wealth Advisors
New York
$6.22M -$281K -1,852 -4%
BSB
173
Bangor Savings Bank
Maine
$6.19M -$312K -2,058 -5%
PBF
174
Petix & Botte Financial
California
$6.09M +$2.01M +13,242 +49%
CSWM
175
Cassady Schiller Wealth Management
Ohio
$6.06M +$293K +1,929 +5%