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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
151
Brickley Wealth Management
California
$7.87M -$42.4K -267 -0.6%
GB
152
Goepper Burkhardt
South Carolina
$7.85M -$581K -3,657 -7%
KBFS
153
Kohmann Bosshard Financial Services
Ohio
$7.75M -$130K -817 -2%
ONB
154
Old National Bancorp
Indiana
$7.61M +$633K +3,982 +10%
Corient Private Wealth
155
Corient Private Wealth
Florida
$7.58M +$394K +2,479 +6%
FCI
156
Financial Counselors Inc
Kansas
$7.49M +$145K +914 +2%
RA
157
Ruggaard & Associates
Ohio
$7.41M +$214K +1,344 +3%
APP
158
Avantax Planning Partners
Iowa
$7.4M -$4.92M -30,928 -41%
AF
159
Allworth Financial
California
$7.36M -$548K -3,447 -7%
FPIS
160
Financial Planning & Information Services
Wisconsin
$7.35M +$227K +1,430 +3%
SWIM
161
Smallwood Wealth Investment Management
New Jersey
$7.29M +$197K +1,237 +3%
AOWM
162
Alpha Omega Wealth Management
Virginia
$7.25M +$9.22K +58 +0.1%
PBF
163
Petix & Botte Financial
California
$7.18M +$366K +2,303 +6%
PAI
164
Pittenger & Anderson Inc
Nebraska
$7.13M
CWM
165
Cranbrook Wealth Management
Michigan
$7.1M -$116K -728 -2%
CSWM
166
Cassady Schiller Wealth Management
Ohio
$7.08M +$308K +1,939 +5%
SWA
167
SOA Wealth Advisors
New York
$6.94M +$10.7K +67 +0.2%
LA
168
LPF Advisors
Florida
$6.77M +$155K +976 +2%
ASN
169
Advisory Services Network
Georgia
$6.75M
BSB
170
Bangor Savings Bank
Maine
$6.67M -$220K -1,383 -3%
FHA
171
First Horizon Advisors
Tennessee
$6.57M -$4.93K -31 -0.1%
RIA
172
Regal Investment Advisors
Michigan
$6.56M -$92.4K -581 -1%
KPWS
173
Kestra Private Wealth Services
Texas
$6.47M +$241K +1,513 +4%
UB
174
UMB Bank
Missouri
$6.38M -$751K -4,726 -11%
MFWP
175
Mosaic Family Wealth Partners
Missouri
$6.37M +$7.47K +47 +0.1%